Dana Investment Advisors’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 | $414K | Sell |
|
|||||
|
2025
Q2 | $399K | Buy |
|
|||||
|
2025
Q1 | $203K | Hold |
|
|||||
|
2024
Q4 | $213K | Hold |
|
|||||
|
2024
Q3 | $213K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $215K | Hold |
|
|||||
|
2023
Q4 | $202K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $205K | Hold |
|
|||||
|
2021
Q4 | $211K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $203K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $206K | Hold |
|
|||||
|
2018
Q2 | $200K | Buy |
|