Consolidated Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
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|
2025
Q1 | $10.9M | Buy |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $8.82M | Buy |
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|
2024
Q1 | $9.14M | Buy |
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|
2023
Q4 | $8.31M | Buy |
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|
2023
Q3 | $6.95M | Buy |
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|
2023
Q2 | $6.81M | Buy |
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|
2023
Q1 | $5.52M | Sell |
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|
2022
Q4 | $5.47M | Buy |
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|
2022
Q3 | $4.89M | Buy |
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|
2022
Q2 | $5.11M | Buy |
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|
2022
Q1 | $5.84M | Buy |
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|
2021
Q4 | $5.92M | Buy |
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|
2021
Q3 | $5.25M | Buy |
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|
2021
Q2 | $4.89M | Buy |
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|
2021
Q1 | $4.67M | Buy |
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|
2020
Q4 | $3.95M | Buy |
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|
2020
Q3 | $3M | Buy |
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|
2020
Q2 | $2.85M | Sell |
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|
2020
Q1 | $2.66M | Sell |
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|
2019
Q4 | $5.1M | Buy |
|