Financial Insights’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
Q2 | $220K | Hold |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $432K | Hold |
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $423K | Hold |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $367K | Hold |
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|
2023
Q1 | $345K | Hold |
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|
2022
Q4 | $337K | Hold |
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|
2022
Q3 | $305K | Hold |
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|
2022
Q2 | $319K | Hold |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $390K | Hold |
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|
2021
Q3 | $361K | Hold |
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|
2021
Q2 | $3.63M | Hold |
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|
2021
Q1 | $353K | Hold |
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|
2020
Q4 | $301K | Hold |
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|
2020
Q3 | $237K | Buy |
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|
2020
Q2 | $226 | Sell |
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|
2020
Q1 | $247K | Sell |
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|
2019
Q4 | $435K | Hold |
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|
2019
Q3 | $408K | Sell |
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|
2019
Q2 | $459K | Sell |
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|
2019
Q1 | $519K | Sell |
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|
2018
Q4 | $504K | Buy |
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