Creative Financial Designs’s WisdomTree US MidCap Fund EZM Stock Holding History

Creative Financial Designs’s Portfolio EZM Stock Details EZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.8K	Hold	547	–	–	﹤0.01%	1010
2025 Q4	$36.5K	Hold	547	–	–	﹤0.01%	979
2025 Q3	$36.1K	Hold	547	–	–	﹤0.01%	963
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%	-$49.3K	0.01%	626
2020 Q1	$57K	Sell	2,166 -19,054	-90%	-$705K	0.03%	212
2019 Q4	$894K	Sell	21,220 -2,872	-12%	-$117K	0.4%	61
2019 Q3	$919K	Sell	24,092 -945	-4%	-$37K	0.49%	50
2019 Q2	$997K	Sell	25,037 -4,358	-15%	-$173K	0.54%	46
2019 Q1	$1.16M	Sell	29,395 -17,071	-37%	-$660K	0.69%	39
2018 Q4	$1.59M	Sell	46,466 -8,599	-16%	-$323K	1.16%	22
2018 Q3	$2.28M	Buy	55,065 +1,308	+2%	+$54.3K	1.31%	21
2018 Q2	$2.16M	Buy	53,757 +1,367	+3%	+$54.2K	1.27%	19
2018 Q1	$2.03M	Sell	52,390 -1,503	-3%	-$59.7K	1.3%	20
2017 Q4	$2.14M	Sell	53,893 -5,660	-10%	-$217K	1.45%	16
2017 Q3	$2.22M	Buy	59,553 +2,038	+4%	+$73.3K	1.27%	19
2017 Q2	$2.06M	Sell	57,515 -811	-1%	-$28.8K	1.32%	18
2017 Q1	$2.06M	Buy	58,326 +2,814	+5%	+$98.6K	1.48%	15
2016 Q4	$1.9M	Buy	+55,512	New	+$1.82M	1.55%	16