Creative Planning’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 | $541K | Buy |
8,762
+130
| +2% | +$8.03K | ﹤0.01% | 2398 |
|
|
2025
Q1 | $514K | Sell |
8,632
-2,062
| -19% | -$123K | ﹤0.01% | 2252 |
|
|
2024
Q4 | $668K | Sell |
10,694
-611
| -5% | -$38.2K | ﹤0.01% | 1954 |
|
|
2024
Q3 | $705K | Hold |
11,305
| – | – | ﹤0.01% | 1806 |
|
|
2024
Q2 | $653K | Sell |
11,305
-25
| -0.2% | -$1.45K | ﹤0.01% | 1731 |
|
|
2024
Q1 | $691K | Buy |
11,330
+4,739
| +72% | +$289K | ﹤0.01% | 1608 |
|
|
2023
Q4 | $378K | Buy |
6,591
+821
| +14% | +$47.1K | ﹤0.01% | 1911 |
|
|
2023
Q3 | $293K | Sell |
5,770
-870
| -13% | -$44.1K | ﹤0.01% | 1958 |
|
|
2023
Q2 | $352K | Hold |
6,640
| – | – | ﹤0.01% | 1780 |
|
|
2023
Q1 | $330K | Hold |
6,640
| – | – | ﹤0.01% | 1738 |
|
|
2022
Q4 | $323K | Hold |
6,640
| – | – | ﹤0.01% | 1667 |
|
|
2022
Q3 | $292K | Buy |
6,640
+741
| +13% | +$32.6K | ﹤0.01% | 1648 |
|
|
2022
Q2 | $271K | Sell |
5,899
-6,477
| -52% | -$298K | ﹤0.01% | 1677 |
|
|
2022
Q1 | $677K | Buy |
12,376
+586
| +5% | +$32.1K | ﹤0.01% | 1174 |
|
|
2021
Q4 | $664K | Sell |
11,790
-178
| -1% | -$10K | ﹤0.01% | 1152 |
|
|
2021
Q3 | $622K | Buy |
11,968
+6,509
| +119% | +$338K | ﹤0.01% | 1178 |
|
|
2021
Q2 | $286K | Sell |
5,459
-6,847
| -56% | -$359K | ﹤0.01% | 1584 |
|
|
2021
Q1 | $627K | Buy |
12,306
+747
| +6% | +$38.1K | ﹤0.01% | 1262 |
|
|
2020
Q4 | $502K | Buy |
11,559
+52
| +0.5% | +$2.26K | ﹤0.01% | 1286 |
|
|
2020
Q3 | $393K | Buy |
11,507
+2,901
| +34% | +$99.1K | ﹤0.01% | 1245 |
|
|
2020
Q2 | $280K | Buy |
+8,606
| New | +$280K | ﹤0.01% | 1332 |
|
|
2017
Q3 | – | Sell |
-1,578
| Closed | -$56K | – | 2411 |
|
|
2017
Q2 | $56K | Buy |
1,578
+102
| +7% | +$3.62K | ﹤0.01% | 2416 |
|
|
2017
Q1 | $52K | Buy |
1,476
+69
| +5% | +$2.43K | ﹤0.01% | 2424 |
|
|
2016
Q4 | $48K | Buy |
1,407
+1,284
| +1,044% | +$43.8K | ﹤0.01% | 2400 |
|
|
2016
Q3 | $4K | Buy |
+123
| New | +$4K | ﹤0.01% | 3868 |
|
|
2015
Q2 | – | Sell |
-2,052
| Closed | -$66K | – | 1635 |
|
|
2015
Q1 | $66K | Buy |
+2,052
| New | +$66K | ﹤0.01% | 1807 |
|
|
2014
Q2 | – | Sell |
-1,920
| Closed | -$57K | – | 3694 |
|
|
2014
Q1 | $57K | Buy |
1,920
+1,800
| +1,500% | +$53.4K | ﹤0.01% | 1710 |
|
|
2013
Q4 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 2993 |
|