EPG Wealth Management’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
Q1 | – | Sell |
-169
| Closed | -$10.6K | – | 416 |
|
|
2024
Q4 | $10.6K | Hold |
169
| – | – | ﹤0.01% | 371 |
|
|
2024
Q3 | $10.5K | Buy |
+169
| New | +$10.5K | ﹤0.01% | 372 |
|
|
2024
Q2 | – | Sell |
-174
| Closed | -$10.6K | – | 393 |
|
|
2024
Q1 | $10.6K | Buy |
174
+61
| +54% | +$3.72K | ﹤0.01% | 385 |
|
|
2023
Q4 | $6.32K | Buy |
113
+2
| +2% | +$112 | ﹤0.01% | 390 |
|
|
2023
Q3 | $5.63K | Sell |
111
-6
| -5% | -$304 | ﹤0.01% | 384 |
|
|
2023
Q2 | $6.19K | Sell |
117
-629
| -84% | -$33.3K | ﹤0.01% | 373 |
|
|
2023
Q1 | $37.1K | Buy |
746
+106
| +17% | +$5.27K | 0.01% | 305 |
|
|
2022
Q4 | $31.1K | Hold |
640
| – | – | 0.01% | 285 |
|
|
2022
Q3 | $28K | Buy |
+640
| New | +$28K | 0.01% | 295 |
|
|
2022
Q2 | – | Sell |
-700
| Closed | -$38K | – | 256 |
|
|
2022
Q1 | $38K | Sell |
700
-1,539
| -69% | -$83.5K | 0.01% | 303 |
|
|
2021
Q4 | $126K | Buy |
2,239
+583
| +35% | +$32.8K | 0.04% | 248 |
|
|
2021
Q3 | $86K | Buy |
+1,656
| New | +$86K | 0.03% | 244 |
|
|
2020
Q2 | – | Sell |
-2,162
| Closed | -$57K | – | 345 |
|
|
2020
Q1 | $57K | Buy |
+2,162
| New | +$57K | 0.04% | 259 |
|