Creative Financial Designs’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
Q2 | $33.8K | Hold |
547
| – | – | ﹤0.01% | 992 |
|
|
2025
Q1 | $32.6K | Hold |
547
| – | – | ﹤0.01% | 959 |
|
|
2024
Q4 | $34.2K | Hold |
547
| – | – | ﹤0.01% | 915 |
|
|
2024
Q3 | $34.1K | Hold |
547
| – | – | ﹤0.01% | 896 |
|
|
2024
Q2 | $31.6K | Hold |
547
| – | – | ﹤0.01% | 883 |
|
|
2024
Q1 | $33.4K | Hold |
547
| – | – | ﹤0.01% | 842 |
|
|
2023
Q4 | $31.4K | Hold |
547
| – | – | ﹤0.01% | 796 |
|
|
2023
Q3 | $27.8K | Hold |
547
| – | – | ﹤0.01% | 777 |
|
|
2023
Q2 | $29K | Hold |
547
| – | – | ﹤0.01% | 772 |
|
|
2023
Q1 | $27.2K | Hold |
547
| – | – | ﹤0.01% | 738 |
|
|
2022
Q4 | $26.6K | Hold |
547
| – | – | ﹤0.01% | 702 |
|
|
2022
Q3 | $24K | Hold |
547
| – | – | ﹤0.01% | 687 |
|
|
2022
Q2 | $25K | Hold |
547
| – | – | ﹤0.01% | 687 |
|
|
2022
Q1 | $30K | Hold |
547
| – | – | ﹤0.01% | 675 |
|
|
2021
Q4 | $31K | Hold |
547
| – | – | ﹤0.01% | 665 |
|
|
2021
Q3 | $28K | Hold |
547
| – | – | ﹤0.01% | 773 |
|
|
2021
Q2 | $29K | Hold |
547
| – | – | 0.01% | 762 |
|
|
2021
Q1 | $28K | Hold |
547
| – | – | 0.01% | 701 |
|
|
2020
Q4 | $24K | Hold |
547
| – | – | 0.01% | 678 |
|
|
2020
Q3 | $19K | Hold |
547
| – | – | ﹤0.01% | 665 |
|
|
2020
Q2 | $18K | Sell |
547
-1,619
| -75% | -$53.3K | 0.01% | 626 |
|
|
2020
Q1 | $57K | Sell |
2,166
-19,054
| -90% | -$501K | 0.03% | 212 |
|
|
2019
Q4 | $894K | Sell |
21,220
-2,872
| -12% | -$121K | 0.4% | 61 |
|
|
2019
Q3 | $919K | Sell |
24,092
-945
| -4% | -$36K | 0.49% | 50 |
|
|
2019
Q2 | $997K | Sell |
25,037
-4,358
| -15% | -$174K | 0.54% | 46 |
|
|
2019
Q1 | $1.16M | Sell |
29,395
-17,071
| -37% | -$671K | 0.69% | 39 |
|
|
2018
Q4 | $1.59M | Sell |
46,466
-8,599
| -16% | -$295K | 1.16% | 22 |
|
|
2018
Q3 | $2.28M | Buy |
55,065
+1,308
| +2% | +$54.1K | 1.31% | 21 |
|
|
2018
Q2 | $2.16M | Buy |
53,757
+1,367
| +3% | +$54.9K | 1.27% | 19 |
|
|
2018
Q1 | $2.03M | Sell |
52,390
-1,503
| -3% | -$58.1K | 1.3% | 20 |
|
|
2017
Q4 | $2.14M | Sell |
53,893
-5,660
| -10% | -$225K | 1.45% | 16 |
|
|
2017
Q3 | $2.22M | Buy |
59,553
+2,038
| +4% | +$75.9K | 1.27% | 19 |
|
|
2017
Q2 | $2.06M | Sell |
57,515
-811
| -1% | -$29K | 1.32% | 18 |
|
|
2017
Q1 | $2.06M | Buy |
58,326
+2,814
| +5% | +$99.2K | 1.48% | 15 |
|
|
2016
Q4 | $1.9M | Buy |
+55,512
| New | +$1.9M | 1.55% | 16 |
|