Commonwealth Equity Services’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.15M | Sell |
46,834
-17
| -0% | -$1.18K | ﹤0.01% | 1662 |
|
|
2025
Q4 | $3.13M | Sell |
46,851
-19,240
| -29% | -$1.27M | ﹤0.01% | 1654 |
|
|
2025
Q3 | $4.36M | Buy |
66,091
+3,457
| +6% | +$223K | 0.01% | 1450 |
|
|
2025
Q2 | $3.87M | Buy |
62,634
+1,347
| +2% | +$79.3K | 0.01% | 1502 |
|
|
2025
Q1 | $3.65M | Buy |
61,287
+7,059
| +13% | +$441K | 0.01% | 1494 |
|
|
2024
Q4 | $3.39M | Buy |
54,228
+14,971
| +38% | +$959K | 0.01% | 1497 |
|
|
2024
Q3 | $2.45M | Buy |
39,257
+2,485
| +7% | +$149K | ﹤0.01% | 1683 |
|
|
2024
Q2 | $2.13M | Buy |
36,772
+1,997
| +6% | +$117K | ﹤0.01% | 1753 |
|
|
2024
Q1 | $2.12M | Buy |
34,775
+58
| +0.2% | +$3.33K | ﹤0.01% | 1744 |
|
|
2023
Q4 | $1.99M | Buy |
34,717
+5,620
| +19% | +$290K | ﹤0.01% | 1700 |
|
|
2023
Q3 | $1.48M | Buy |
29,097
+866
| +3% | +$46.1K | ﹤0.01% | 1810 |
|
|
2023
Q2 | $1.5M | Buy |
28,231
+369
| +1% | +$18.3K | ﹤0.01% | 1814 |
|
|
2023
Q1 | $1.39K | Sell |
27,862
-137
| -0.5% | -$7.07K | ﹤0.01% | 1811 |
|
|
2022
Q4 | $1.36M | Sell |
27,999
-948
| -3% | -$46.2K | ﹤0.01% | 1747 |
|
|
2022
Q3 | $1.27M | Sell |
28,947
-112
| -0.4% | -$5.45K | ﹤0.01% | 1732 |
|
|
2022
Q2 | $1.33M | Sell |
29,059
-155
| -0.5% | -$7.86K | ﹤0.01% | 1677 |
|
|
2022
Q1 | $1.6M | Sell |
29,214
-316
| -1% | -$17.1K | ﹤0.01% | 1641 |
|
|
2021
Q4 | $1.66M | Sell |
29,530
-153
| -0.5% | -$8.41K | ﹤0.01% | 1621 |
|
|
2021
Q3 | $1.54M | Buy |
29,683
+578
| +2% | +$30.4K | ﹤0.01% | 1609 |
|
|
2021
Q2 | $1.52M | Sell |
29,105
-108
| -0.4% | -$5.72K | ﹤0.01% | 1614 |
|
|
2021
Q1 | $1.49M | Buy |
29,213
+559
| +2% | +$26.8K | ﹤0.01% | 1514 |
|
|
2020
Q4 | $1.25M | Sell |
28,654
-1,395
| -5% | -$55.4K | ﹤0.01% | 1528 |
|
|
2020
Q3 | $1.03M | Sell |
30,049
-5,048
| -14% | -$174K | ﹤0.01% | 1477 |
|
|
2020
Q2 | $1.14M | Sell |
35,097
-13,693
| -28% | -$417K | ﹤0.01% | 1344 |
|
|
2020
Q1 | $1.29M | Sell |
48,790
-16,729
| -26% | -$619K | 0.01% | 1129 |
|
|
2019
Q4 | $2.76M | Sell |
65,519
-7,112
| -10% | -$289K | 0.01% | 858 |
|
|
2019
Q3 | $2.86M | Sell |
72,631
-14,583
| -17% | -$571K | 0.01% | 790 |
|
|
2019
Q2 | $3.49M | Buy |
87,214
+2,629
| +3% | +$104K | 0.02% | 698 |
|
|
2019
Q1 | $3.33M | Buy |
84,585
+2,536
| +3% | +$98K | 0.02% | 697 |
|
|
2018
Q4 | $2.81M | Sell |
82,049
-28,416
| -26% | -$1.07M | 0.01% | 684 |
|
|
2018
Q3 | $4.57M | Buy |
110,465
+2,337
| +2% | +$97K | 0.02% | 567 |
|
|
2018
Q2 | $4.34M | Buy |
108,128
+2,413
| +2% | +$95.8K | 0.02% | 560 |
|
|
2018
Q1 | $4.09M | Buy |
105,715
+12,147
| +13% | +$483K | 0.02% | 545 |
|
|
2017
Q4 | $3.71M | Sell |
93,568
-2,411
| -3% | -$92.6K | 0.02% | 571 |
|
|
2017
Q3 | $3.57M | Sell |
95,979
-395
| -0.4% | -$14.2K | 0.02% | 552 |
|
|
2017
Q2 | $3.45M | Sell |
96,374
-2,903
| -3% | -$103K | 0.02% | 552 |
|
|
2017
Q1 | $3.5M | Sell |
99,277
-4,964
| -5% | -$174K | 0.02% | 537 |
|
|
2016
Q4 | $3.57M | Buy |
104,241
+267
| +0.3% | +$8.76K | 0.03% | 487 |
|
|
2016
Q3 | $3.32M | Sell |
103,974
-3,555
| -3% | -$112K | 0.03% | 493 |
|
|
2016
Q2 | $3.27M | Sell |
107,529
-12,084
| -10% | -$366K | 0.03% | 483 |
|
|
2016
Q1 | $3.59M | Sell |
119,613
-13,374
| -10% | -$372K | 0.03% | 442 |
|
|
2015
Q4 | $3.86M | Sell |
132,987
-399
| -0.3% | -$12K | 0.04% | 403 |
|
|
2015
Q3 | $3.82M | Buy |
133,386
+6,480
| +5% | +$198K | 0.04% | 371 |
|
|
2015
Q2 | $4.02M | Sell |
126,906
-9,909
| -7% | -$319K | 0.04% | 386 |
|
|
2015
Q1 | $4.4M | Buy |
136,815
+7,020
| +5% | +$219K | 0.05% | 351 |
|
|
2014
Q4 | $4.01M | Buy |
129,795
+7,524
| +6% | +$226K | 0.04% | 353 |
|
|
2014
Q3 | $3.57M | Buy |
122,271
+24,435
| +25% | +$739K | 0.04% | 362 |
|
|
2014
Q2 | $3.02M | Buy |
97,836
+1,749
| +2% | +$51.9K | 0.04% | 411 |
|
|
2014
Q1 | $2.85M | Buy |
96,087
+597
| +0.6% | +$17.2K | 0.04% | 398 |
|
|
2013
Q4 | $2.75M | Buy |
95,490
+12,159
| +15% | +$336K | 0.04% | 376 |
|
|
2013
Q3 | $2.19M | Buy |
83,331
+18,897
| +29% | +$483K | 0.04% | 423 |
|
|
2013
Q2 | $1.55M | Buy |
+64,434
| New | +$1.53M | 0.03% | 503 |
|
Other funds holding EZM
DC
FIM
CPC
IC