Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 2643 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4221 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4218 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4255 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4264 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4201 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4160 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4110 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4015 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3985 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3770 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3818 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3765 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3874 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3816 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3706 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3631 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3554 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3399 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3301 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3330 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3273 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2993 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3313 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3294 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3174 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2767 |
|