Culbertson A N & Co’s WisdomTree US MidCap Fund EZM Stock Holding History

Culbertson A N & Co’s Portfolio EZM Stock Details EZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.07M	Sell	45,625 -85	-0.2%	-$5.88K	0.4%	61
2025 Q4	$3.05M	Sell	45,710 -650	-1%	-$42.9K	0.42%	59
2025 Q3	$3.06M	Sell	46,360 -53	-0.1%	-$3.42K	0.43%	56
2025 Q2	$2.87M	Buy	46,413 +45	+0.1%	+$2.65K	0.44%	56
2025 Q1	$2.76M	Sell	46,368 -19	-0%	-$1.19K	0.44%	58
2024 Q4	$2.9M	Sell	46,387 -50	-0.1%	-$3.2K	0.46%	54
2024 Q3	$2.89M	Buy	46,437 +257	+0.6%	+$15.4K	0.47%	55
2024 Q2	$2.67M	Hold	46,180	–	–	0.47%	54
2024 Q1	$2.82M	Sell	46,180 -1,424	-3%	-$81.8K	0.49%	55
2023 Q4	$2.73M	Sell	47,604 -35	-0.1%	-$1.81K	0.51%	52
2023 Q3	$2.42M	Sell	47,639 -131	-0.3%	-$6.97K	0.49%	53
2023 Q2	$2.53M	Sell	47,770 -1,000	-2%	-$49.6K	0.49%	55
2023 Q1	$2.43M	Sell	48,770 -1,452	-3%	-$74.9K	0.5%	59
2022 Q4	$2.44M	Sell	50,222 -299	-0.6%	-$14.6K	0.51%	58
2022 Q3	$2.22M	Sell	50,521 -415	-0.8%	-$20.2K	0.52%	60
2022 Q2	$2.34M	Sell	50,936 -100	-0.2%	-$5.07K	0.51%	58
2022 Q1	$2.79M	Sell	51,036 -1,532	-3%	-$83.1K	0.53%	57
2021 Q4	$2.96M	Sell	52,568 -2,027	-4%	-$111K	0.56%	55
2021 Q3	$2.84M	Buy	54,595 +4,599	+9%	+$242K	0.58%	55
2021 Q2	$2.62M	Sell	49,996 -300	-0.6%	-$15.9K	0.55%	56
2021 Q1	$2.56M	Sell	50,296 -3,242	-6%	-$156K	0.56%	54
2020 Q4	$2.33M	Sell	53,538 -3,081	-5%	-$122K	0.55%	54
2020 Q3	$1.94M	Sell	56,619 -1,673	-3%	-$57.6K	0.51%	57
2020 Q2	$1.9M	Sell	58,292 -47	-0.1%	-$1.43K	0.52%	60
2020 Q1	$1.54M	Sell	58,339 -2,509	-4%	-$92.8K	0.5%	59
2019 Q4	$2.56M	Buy	60,848 +258	+0.4%	+$10.5K	0.66%	52
2019 Q3	$2.39M	Sell	60,590 -225	-0.4%	-$8.81K	0.65%	53
2019 Q2	$2.43M	Buy	60,815 +449	+0.7%	+$17.8K	0.68%	49
2019 Q1	$2.38M	Buy	60,366 +1,815	+3%	+$70.1K	0.68%	48
2018 Q4	$2.01M	Buy	58,551 +476	+0.8%	+$17.9K	0.64%	51
2018 Q3	$2.4M	Buy	58,075 +4,800	+9%	+$199K	0.65%	51
2018 Q2	$2.14M	Sell	53,275 -144	-0.3%	-$5.71K	0.64%	52
2018 Q1	$2.07M	Sell	53,419 -3,449	-6%	-$137K	0.62%	52
2017 Q4	$2.26M	Buy	56,868 +3,620	+7%	+$139K	0.64%	50
2017 Q3	$1.98M	Buy	53,248 +2,498	+5%	+$89.9K	0.61%	51
2017 Q2	$1.82M	Buy	50,750 +3,950	+8%	+$140K	0.58%	55
2017 Q1	$1.65M	Buy	46,800 +5,205	+13%	+$182K	0.54%	55
2016 Q4	$1.42M	Sell	41,595 -939	-2%	-$30.8K	0.48%	60
2016 Q3	$1.36M	Sell	42,534 -300	-0.7%	-$9.49K	0.48%	59
2016 Q2	$1.3M	Hold	42,834	–	–	0.48%	61
2016 Q1	$1.29M	Hold	42,834	–	–	0.5%	57
2015 Q4	$1.24M	Buy	42,834 +5,415	+14%	+$162K	0.49%	58
2015 Q3	$1.07M	Sell	37,419 -1,314	-3%	-$40.1K	0.45%	61
2015 Q2	$1.23M	Buy	38,733 +2,889	+8%	+$93.1K	0.48%	60
2015 Q1	$1.15M	Hold	35,844	–	–	0.46%	57
2014 Q4	$1.11M	Buy	35,844 +2,229	+7%	+$66.8K	0.46%	55
2014 Q3	$981K	Sell	33,615 -4,830	-13%	-$146K	0.42%	57
2014 Q2	$1.19M	Buy	38,445 +1,725	+5%	+$51.1K	0.52%	56
2014 Q1	$1.09M	Buy	36,720 +945	+3%	+$27.2K	0.51%	56
2013 Q4	$1.03M	Buy	35,775 +1,050	+3%	+$29K	0.5%	56
2013 Q3	$912K	Buy	34,725 +2,925	+9%	+$74.8K	0.49%	56
2013 Q2	$763K	Buy	+31,800	New	+$755K	0.43%	61