Clearwater Capital Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
178,844
+7,103
| +4% | +$439K | 1.01% | 28 |
|
|
2025
Q1 | $10.2M | Buy |
171,741
+5,032
| +3% | +$300K | 0.99% | 26 |
|
|
2024
Q4 | $10.4M | Buy |
166,709
+8,315
| +5% | +$520K | 1.02% | 26 |
|
|
2024
Q3 | $9.87M | Buy |
158,394
+4,435
| +3% | +$276K | 0.96% | 27 |
|
|
2024
Q2 | $8.9M | Sell |
153,959
-336
| -0.2% | -$19.4K | 0.94% | 26 |
|
|
2024
Q1 | $9.42M | Buy |
154,295
+821
| +0.5% | +$50.1K | 1% | 26 |
|
|
2023
Q4 | $8.81M | Buy |
153,474
+5,691
| +4% | +$327K | 0.99% | 27 |
|
|
2023
Q3 | $7.5M | Sell |
147,783
-386
| -0.3% | -$19.6K | 0.92% | 26 |
|
|
2023
Q2 | $7.84M | Sell |
148,169
-56
| -0% | -$2.97K | 0.93% | 28 |
|
|
2023
Q1 | $7.37M | Sell |
148,225
-7,063
| -5% | -$351K | 0.9% | 27 |
|
|
2022
Q4 | $7.55M | Buy |
155,288
+1,772
| +1% | +$86.2K | 0.98% | 29 |
|
|
2022
Q3 | $6.75M | Buy |
153,516
+8,461
| +6% | +$372K | 0.93% | 32 |
|
|
2022
Q2 | $6.67M | Sell |
145,055
-7,375
| -5% | -$339K | 0.91% | 31 |
|
|
2022
Q1 | $8.34M | Buy |
152,430
+1,940
| +1% | +$106K | 0.96% | 29 |
|
|
2021
Q4 | $8.47M | Buy |
150,490
+1,580
| +1% | +$88.9K | 0.93% | 34 |
|
|
2021
Q3 | $7.75M | Buy |
148,910
+5,562
| +4% | +$289K | 0.9% | 37 |
|
|
2021
Q2 | $7.51M | Buy |
143,348
+3,728
| +3% | +$195K | 0.87% | 36 |
|
|
2021
Q1 | $7.11M | Sell |
139,620
-9,956
| -7% | -$507K | 0.89% | 32 |
|
|
2020
Q4 | $6.5M | Buy |
149,576
+5,900
| +4% | +$256K | 0.86% | 30 |
|
|
2020
Q3 | $4.91M | Buy |
143,676
+1,526
| +1% | +$52.2K | 0.77% | 31 |
|
|
2020
Q2 | $4.63M | Buy |
142,150
+7,902
| +6% | +$257K | 0.77% | 31 |
|
|
2020
Q1 | $3.55M | Buy |
134,248
+20,588
| +18% | +$544K | 0.77% | 27 |
|
|
2019
Q4 | $4.78M | Sell |
113,660
-3,638
| -3% | -$153K | 0.8% | 31 |
|
|
2019
Q3 | $4.63M | Buy |
117,298
+862
| +0.7% | +$34K | 0.82% | 33 |
|
|
2019
Q2 | $4.66M | Buy |
116,436
+12,733
| +12% | +$509K | 0.85% | 32 |
|
|
2019
Q1 | $4.08M | Buy |
103,703
+6,566
| +7% | +$258K | 0.76% | 36 |
|
|
2018
Q4 | $3.33M | Buy |
97,137
+13,255
| +16% | +$455K | 0.73% | 40 |
|
|
2018
Q3 | $3.47M | Buy |
83,882
+6,941
| +9% | +$287K | 0.68% | 47 |
|
|
2018
Q2 | $3.09M | Buy |
76,941
+6,307
| +9% | +$253K | 0.63% | 51 |
|
|
2018
Q1 | $2.73M | Sell |
70,634
-390
| -0.5% | -$15.1K | 0.56% | 53 |
|
|
2017
Q4 | $2.82M | Buy |
71,024
+3,621
| +5% | +$144K | 0.62% | 51 |
|
|
2017
Q3 | $2.52M | Buy |
67,403
+4,508
| +7% | +$169K | 0.59% | 52 |
|
|
2017
Q2 | $2.25M | Buy |
62,895
+2,987
| +5% | +$107K | 0.57% | 54 |
|
|
2017
Q1 | $2.07M | Buy |
59,908
+5,059
| +9% | +$175K | 0.57% | 51 |
|
|
2016
Q4 | $1.89M | Buy |
54,849
+3,828
| +8% | +$132K | 0.66% | 46 |
|
|
2016
Q3 | $1.61M | Buy |
51,021
+444
| +0.9% | +$14K | 0.56% | 50 |
|
|
2016
Q2 | $1.53M | Buy |
+50,577
| New | +$1.53M | 0.56% | 49 |
|