Fidelity Investments’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 | $177K | Sell |
2,865
-893
| -24% | -$55.2K | ﹤0.01% | 3354 |
|
|
2025
Q1 | $224K | Buy |
3,758
+1,148
| +44% | +$68.4K | ﹤0.01% | 3205 |
|
|
2024
Q4 | $163K | Sell |
2,610
-3,341
| -56% | -$209K | ﹤0.01% | 3350 |
|
|
2024
Q3 | $371K | Buy |
5,951
+3,224
| +118% | +$201K | ﹤0.01% | 2975 |
|
|
2024
Q2 | $158K | Buy |
2,727
+375
| +16% | +$21.7K | ﹤0.01% | 3114 |
|
|
2024
Q1 | $144K | Sell |
2,352
-125
| -5% | -$7.63K | ﹤0.01% | 3144 |
|
|
2023
Q4 | $142K | Sell |
2,477
-210
| -8% | -$12.1K | ﹤0.01% | 3073 |
|
|
2023
Q3 | $136K | Buy |
2,687
+1,959
| +269% | +$99.4K | ﹤0.01% | 3000 |
|
|
2023
Q2 | $38.5K | Buy |
728
+201
| +38% | +$10.6K | ﹤0.01% | 3566 |
|
|
2023
Q1 | $26.2K | Sell |
527
-45
| -8% | -$2.24K | ﹤0.01% | 3725 |
|
|
2022
Q4 | $27.8K | Sell |
572
-75
| -12% | -$3.65K | ﹤0.01% | 3656 |
|
|
2022
Q3 | $28K | Sell |
647
-2,307
| -78% | -$99.8K | ﹤0.01% | 3705 |
|
|
2022
Q2 | $135K | Buy |
2,954
+352
| +14% | +$16.1K | ﹤0.01% | 3234 |
|
|
2022
Q1 | $142K | Buy |
2,602
+1,773
| +214% | +$96.8K | ﹤0.01% | 3340 |
|
|
2021
Q4 | $47K | Buy |
829
+171
| +26% | +$9.7K | ﹤0.01% | 3247 |
|
|
2021
Q3 | $34K | Buy |
658
+526
| +398% | +$27.2K | ﹤0.01% | 3301 |
|
|
2021
Q2 | $7K | Buy |
132
+21
| +19% | +$1.11K | ﹤0.01% | 3628 |
|
|
2021
Q1 | $6K | Buy |
111
+109
| +5,450% | +$5.89K | ﹤0.01% | 3497 |
|
|
2020
Q4 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 3965 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 3771 |
|
|
2020
Q2 | $0 | Sell |
1
-2,509
| -100% | – | ﹤0.01% | 3745 |
|
|
2020
Q1 | $66K | Buy |
2,510
+1,246
| +99% | +$32.8K | ﹤0.01% | 2732 |
|
|
2019
Q4 | $53K | Buy |
1,264
+284
| +29% | +$11.9K | ﹤0.01% | 2876 |
|
|
2019
Q3 | $38K | Buy |
980
+592
| +153% | +$23K | ﹤0.01% | 2919 |
|
|
2019
Q2 | $15K | Buy |
388
+1
| +0.3% | +$39 | ﹤0.01% | 3141 |
|
|
2019
Q1 | $15K | Buy |
387
+372
| +2,480% | +$14.4K | ﹤0.01% | 3034 |
|
|
2018
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 3392 |
|