Creative Financial Designs’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
Q3 | $36.1K | Hold |
|
|||||
|
2025
Q2 | $33.8K | Hold |
|
|||||
|
2025
Q1 | $32.6K | Hold |
|
|||||
|
2024
Q4 | $34.2K | Hold |
|
|||||
|
2024
Q3 | $34.1K | Hold |
|
|||||
|
2024
Q2 | $31.6K | Hold |
|
|||||
|
2024
Q1 | $33.4K | Hold |
|
|||||
|
2023
Q4 | $31.4K | Hold |
|
|||||
|
2023
Q3 | $27.8K | Hold |
|
|||||
|
2023
Q2 | $29K | Hold |
|
|||||
|
2023
Q1 | $27.2K | Hold |
|
|||||
|
2022
Q4 | $26.6K | Hold |
|
|||||
|
2022
Q3 | $24K | Hold |
|
|||||
|
2022
Q2 | $25K | Hold |
|
|||||
|
2022
Q1 | $30K | Hold |
|
|||||
|
2021
Q4 | $31K | Hold |
|
|||||
|
2021
Q3 | $28K | Hold |
|
|||||
|
2021
Q2 | $29K | Hold |
|
|||||
|
2021
Q1 | $28K | Hold |
|
|||||
|
2020
Q4 | $24K | Hold |
|
|||||
|
2020
Q3 | $19K | Hold |
|
|||||
|
2020
Q2 | $18K | Sell |
|
|||||
|
2020
Q1 | $57K | Sell |
|
|||||
|
2019
Q4 | $894K | Sell |
|
|||||
|
2019
Q3 | $919K | Sell |
|
|||||
|
2019
Q2 | $997K | Sell |
|
|||||
|
2019
Q1 | $1.16M | Sell |
|
|||||
|
2018
Q4 | $1.59M | Sell |
|
|||||
|
2018
Q3 | $2.28M | Buy |
|
|||||
|
2018
Q2 | $2.16M | Buy |
|
|||||
|
2018
Q1 | $2.03M | Sell |
|
|||||
|
2017
Q4 | $2.14M | Sell |
|
|||||
|
2017
Q3 | $2.22M | Buy |
|
|||||
|
2017
Q2 | $2.06M | Sell |
|
|||||
|
2017
Q1 | $2.06M | Buy |
|
|||||
|
2016
Q4 | $1.9M | Buy |
|