Envestnet Portfolio Solutions’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,851
| Closed | -$366K | – | 1621 |
|
|
2024
Q4 | $366K | Buy |
5,851
+494
| +9% | +$30.9K | ﹤0.01% | 1396 |
|
|
2024
Q3 | $334K | Sell |
5,357
-268
| -5% | -$16.7K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $325K | Buy |
5,625
+555
| +11% | +$32.1K | ﹤0.01% | 1344 |
|
|
2024
Q1 | $309K | Sell |
5,070
-502
| -9% | -$30.6K | ﹤0.01% | 1339 |
|
|
2023
Q4 | $320K | Sell |
5,572
-92
| -2% | -$5.28K | ﹤0.01% | 1264 |
|
|
2023
Q3 | $287K | Buy |
+5,664
| New | +$287K | ﹤0.01% | 1249 |
|