CVA Family Office’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 | $491K | Buy |
7,311
+1
| +0% | +$69 | 0.05% | 185 |
|
|
2025
Q4 | $488K | Buy |
7,310
+1
| +0% | +$66 | 0.06% | 174 |
|
|
2025
Q3 | $482K | Buy |
7,309
+40
| +0.6% | +$2.58K | 0.06% | 173 |
|
|
2025
Q2 | $449K | Buy |
7,269
+1
| +0% | +$59 | 0.06% | 182 |
|
|
2025
Q1 | $433K | Buy |
7,268
+32
| +0.4% | +$2K | 0.07% | 180 |
|
|
2024
Q4 | $452K | Buy |
7,236
+1
| +0% | +$64 | 0.07% | 170 |
|
|
2024
Q3 | $451K | Sell |
7,235
-850
| -11% | -$51K | 0.07% | 162 |
|
|
2024
Q2 | $467K | Buy |
8,085
+43
| +0.5% | +$2.52K | 0.08% | 143 |
|
|
2024
Q1 | $491K | Sell |
8,042
-1,484
| -16% | -$85.2K | 0.09% | 147 |
|
|
2023
Q4 | $547K | Hold |
9,526
| – | – | 0.11% | 122 |
|
|
2023
Q3 | $483K | Hold |
9,526
| – | – | 0.11% | 128 |
|
|
2023
Q2 | $504K | Hold |
9,526
| – | – | 0.11% | 124 |
|
|
2023
Q1 | $474K | Hold |
9,526
| – | – | 0.11% | 125 |
|
|
2022
Q4 | $463K | Buy |
9,526
+1,485
| +18% | +$72.3K | 0.11% | 120 |
|
|
2022
Q3 | $354K | Buy |
8,041
+2,080
| +35% | +$101K | 0.1% | 126 |
|
|
2022
Q2 | $274K | Buy |
5,961
+99
| +2% | +$5.02K | 0.07% | 137 |
|
|
2022
Q1 | $321K | Buy |
5,862
+2,945
| +101% | +$160K | 0.08% | 133 |
|
|
2021
Q4 | $164K | Buy |
2,917
+1,490
| +104% | +$81.9K | 0.04% | 183 |
|
|
2021
Q3 | $49K | Sell |
1,427
-935
| -40% | -$49.2K | 0.04% | 182 |
|
|
2021
Q2 | $124K | Buy |
2,362
+935
| +66% | +$49.5K | 0.04% | 210 |
|
|
2021
Q1 | $73K | Hold |
1,427
| – | – | 0.03% | 225 |
|
|
2020
Q4 | $62K | Hold |
1,427
| – | – | 0.04% | 169 |
|
|
2020
Q3 | $49K | Sell |
1,427
-266
| -16% | -$9.15K | 0.04% | 182 |
|
|
2020
Q2 | $55K | Hold |
1,693
| – | – | 0.05% | 156 |
|
|
2020
Q1 | $45K | Buy |
+1,693
| New | +$62.6K | 0.05% | 151 |
|
Other funds holding EZM
DC
FIM
CPC
IC