Equitable Holdings’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 | $5.95M | Buy |
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|
2025
Q2 | $5.06M | Sell |
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|
2025
Q1 | $5.25M | Buy |
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|
2024
Q4 | $5.23M | Buy |
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|
2024
Q3 | $4.95M | Buy |
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|
2024
Q2 | $4.48M | Buy |
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|
2024
Q1 | $4.63M | Sell |
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|
2023
Q4 | $5.32M | Buy |
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|
2023
Q3 | $3.86M | Sell |
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|
2023
Q2 | $4.16M | Buy |
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|
2023
Q1 | $3.35M | Buy |
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|
2022
Q4 | $3.13M | Buy |
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|
2022
Q3 | $2.78M | Buy |
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|
2022
Q2 | $2.58M | Buy |
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|
2022
Q1 | $2.97M | Buy |
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|
2021
Q4 | $2.64M | Buy |
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|
2021
Q3 | $847K | Buy |
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|
2021
Q2 | $653K | Buy |
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|
2021
Q1 | $546K | Buy |
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|
2020
Q4 | $420K | Sell |
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|
2020
Q3 | $336K | Buy |
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|
2020
Q2 | $317K | Sell |
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|
2020
Q1 | $299K | Sell |
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|
2019
Q4 | $496K | Buy |
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