DHJJ Financial 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
$156K Hold
2025
Q2
$146K Hold
2025
Q1
$141K Hold
2024
Q4
$148K Hold
2024
Q3
$148K Hold
2024
Q2
$137K Hold
2024
Q1
$145K Hold
2023
Q4
$136K Hold
2023
Q3
$120K Buy