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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $482K | Buy |
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|
2025
Q2 | $449K | Buy |
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|
2025
Q1 | $433K | Buy |
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|
2024
Q4 | $452K | Buy |
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|
2024
Q3 | $451K | Sell |
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|
2024
Q2 | $467K | Buy |
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|
2024
Q1 | $491K | Sell |
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|
2023
Q4 | $547K | Hold |
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|
2023
Q3 | $483K | Hold |
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|
2023
Q2 | $504K | Hold |
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|
2023
Q1 | $474K | Hold |
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|
2022
Q4 | $463K | Buy |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | $164K | Buy |
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|
2021
Q3 | $49K | Sell |
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|
2021
Q2 | $124K | Buy |
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|
2021
Q1 | $73K | Hold |
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|
2020
Q4 | $62K | Hold |
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|
2020
Q3 | $49K | Sell |
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|
2020
Q2 | $55K | Hold |
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|
2020
Q1 | $45K | Buy |
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