Continuum Advisory’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 | – | Sell |
|
|||||
|
2025
Q1 | $27.1K | Hold |
|
|||||
|
2024
Q4 | $28.4K | Hold |
|
|||||
|
2024
Q3 | $29.6K | Hold |
|
|||||
|
2024
Q2 | $26.3K | Hold |
|
|||||
|
2024
Q1 | $27.1K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $2.36M | Buy |
|
|||||
|
2019
Q3 | $2.1M | Buy |
|
|||||
|
2019
Q2 | $1.97M | Sell |
|
|||||
|
2019
Q1 | $2.06M | Buy |
|
|||||
|
2018
Q4 | $714K | Buy |
|