CM Wealth 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
2024 Q2	–	Sell	-34,842	Closed	-$2.07M	–	106
2024 Q1	$2.07M	Buy	+34,842	New	+$2.07M	0.59%	24
2023 Q3	–	Sell	-34,771	Closed	-$1.92M	–	106
2023 Q2	$1.92M	Buy	+34,771	New	+$1.92M	0.63%	20