Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $550K | Hold |
8,178
| – | – | ﹤0.01% | 2959 |
|
|
2025
Q4 | $546K | Sell |
8,178
-630
| -7% | -$41.6K | ﹤0.01% | 2764 |
|
|
2025
Q3 | $581K | Buy |
8,808
+46
| +0.5% | +$2.97K | ﹤0.01% | 2581 |
|
|
2025
Q2 | $541K | Buy |
8,762
+130
| +2% | +$7.65K | ﹤0.01% | 2405 |
|
|
2025
Q1 | $514K | Sell |
8,632
-2,062
| -19% | -$129K | ﹤0.01% | 2257 |
|
|
2024
Q4 | $668K | Sell |
10,694
-611
| -5% | -$39.1K | ﹤0.01% | 1960 |
|
|
2024
Q3 | $705K | Hold |
11,305
| – | – | ﹤0.01% | 1806 |
|
|
2024
Q2 | $653K | Sell |
11,305
-25
| -0.2% | -$1.46K | ﹤0.01% | 1736 |
|
|
2024
Q1 | $691K | Buy |
11,330
+4,739
| +72% | +$272K | ﹤0.01% | 1614 |
|
|
2023
Q4 | $378K | Buy |
6,591
+821
| +14% | +$42.4K | ﹤0.01% | 1915 |
|
|
2023
Q3 | $293K | Sell |
5,770
-870
| -13% | -$46.3K | ﹤0.01% | 1964 |
|
|
2023
Q2 | $352K | Hold |
6,640
| – | – | ﹤0.01% | 1787 |
|
|
2023
Q1 | $330K | Hold |
6,640
| – | – | ﹤0.01% | 1744 |
|
|
2022
Q4 | $323K | Hold |
6,640
| – | – | ﹤0.01% | 1674 |
|
|
2022
Q3 | $292K | Buy |
6,640
+741
| +13% | +$36.1K | ﹤0.01% | 1659 |
|
|
2022
Q2 | $271K | Sell |
5,899
-6,477
| -52% | -$328K | ﹤0.01% | 1683 |
|
|
2022
Q1 | $677K | Buy |
12,376
+586
| +5% | +$31.8K | ﹤0.01% | 1175 |
|
|
2021
Q4 | $664K | Sell |
11,790
-178
| -1% | -$9.79K | ﹤0.01% | 1152 |
|
|
2021
Q3 | $622K | Buy |
11,968
+6,509
| +119% | +$343K | ﹤0.01% | 1178 |
|
|
2021
Q2 | $286K | Sell |
5,459
-6,847
| -56% | -$363K | ﹤0.01% | 1592 |
|
|
2021
Q1 | $627K | Buy |
12,306
+747
| +6% | +$35.8K | ﹤0.01% | 1282 |
|
|
2020
Q4 | $502K | Buy |
11,559
+52
| +0.5% | +$2.06K | ﹤0.01% | 1307 |
|
|
2020
Q3 | $393K | Buy |
11,507
+2,901
| +34% | +$99.8K | ﹤0.01% | 1262 |
|
|
2020
Q2 | $280K | Buy |
+8,606
| New | +$262K | ﹤0.01% | 1349 |
|
|
2017
Q3 | – | Sell |
-1,578
| Closed | -$56K | – | 2468 |
|
|
2017
Q2 | $56K | Buy |
1,578
+102
| +7% | +$3.62K | ﹤0.01% | 2432 |
|
|
2017
Q1 | $52K | Buy |
1,476
+69
| +5% | +$2.42K | ﹤0.01% | 2444 |
|
|
2016
Q4 | $48K | Buy |
1,407
+1,284
| +1,044% | +$42.1K | ﹤0.01% | 2417 |
|
|
2016
Q3 | $4K | Buy |
+123
| New | +$3.89K | ﹤0.01% | 3967 |
|
|
2015
Q2 | – | Sell |
-2,052
| Closed | -$66K | – | 1704 |
|
|
2015
Q1 | $66K | Buy |
+2,052
| New | +$64K | ﹤0.01% | 1819 |
|
|
2014
Q2 | – | Sell |
-1,920
| Closed | -$57K | – | 3829 |
|
|
2014
Q1 | $57K | Buy |
1,920
+1,800
| +1,500% | +$51.9K | ﹤0.01% | 1718 |
|
|
2013
Q4 | $3K | Buy |
+120
| New | +$3.31K | ﹤0.01% | 2993 |
|
Other funds holding EZM
DC
FIM
CPC
IC