Cresset Asset Management’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
Q2 | $431K | Hold |
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|
2025
Q1 | $416K | Hold |
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|
2024
Q4 | $436K | Sell |
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|
2024
Q3 | $870K | Hold |
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|
2024
Q2 | $806K | Buy |
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|
2024
Q1 | $426K | Hold |
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|
2023
Q4 | $400K | Hold |
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|
2023
Q3 | $354K | Hold |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $321K | Buy |
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