Cornerstone Wealth Management’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 | $353K | Buy |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $293K | Sell |
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|
2024
Q3 | $304K | Sell |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $259K | Buy |
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|
2023
Q1 | $244K | Buy |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $282K | Sell |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $293K | Sell |
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|
2021
Q2 | $311K | Buy |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $649K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.35M | Sell |
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|
2018
Q2 | $2.64M | Buy |
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