CWA
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Crux Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Crux Wealth Advisors’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.9M Sell
30,701
-10,869
-26% -$671K 0.81% 37
2025
Q1 		$2.48M Sell
41,570
-517
-1% -$30.8K 1.29% 21
2024
Q4 		$2.63M Buy
+42,087
New +$2.63M 1.46% 20