Financial Counselors Inc’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 | – | Sell |
-3,683
| Closed | -$220K | – | 195 |
|
|
2025
Q1 | $220K | Hold |
3,683
| – | – | ﹤0.01% | 558 |
|
|
2024
Q4 | $230K | Hold |
3,683
| – | – | ﹤0.01% | 548 |
|
|
2024
Q3 | $230K | Hold |
3,683
| – | – | ﹤0.01% | 545 |
|
|
2024
Q2 | $213K | Hold |
3,683
| – | – | ﹤0.01% | 533 |
|
|
2024
Q1 | $225K | Hold |
3,683
| – | – | ﹤0.01% | 539 |
|
|
2023
Q4 | $211K | Buy |
+3,683
| New | +$211K | ﹤0.01% | 543 |
|