DHJJ Financial Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Hold |
2,370
| – | – | 0.05% | 205 |
|
|
2025
Q1 | $141K | Hold |
2,370
| – | – | 0.06% | 184 |
|
|
2024
Q4 | $148K | Hold |
2,370
| – | – | 0.06% | 183 |
|
|
2024
Q3 | $148K | Hold |
2,370
| – | – | 0.06% | 174 |
|
|
2024
Q2 | $137K | Hold |
2,370
| – | – | 0.06% | 175 |
|
|
2024
Q1 | $145K | Hold |
2,370
| – | – | 0.06% | 166 |
|
|
2023
Q4 | $136K | Hold |
2,370
| – | – | 0.06% | 167 |
|
|
2023
Q3 | $120K | Buy |
+2,370
| New | +$120K | 0.06% | 167 |
|