FI
Financial Insights’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
3,563
| – | – | 0.08% | 120 |
|
|
2025
Q1 | $212K | Sell |
3,563
-2,548
| -42% | -$152K | 0.08% | 103 |
|
|
2024
Q4 | $382K | Sell |
6,111
-825
| -12% | -$51.6K | 0.14% | 75 |
|
|
2024
Q3 | $432K | Hold |
6,936
| – | – | 0.14% | 94 |
|
|
2024
Q2 | $401K | Hold |
6,936
| – | – | 0.11% | 114 |
|
|
2024
Q1 | $423K | Hold |
6,936
| – | – | 0.12% | 117 |
|
|
2023
Q4 | $398K | Hold |
6,936
| – | – | 0.12% | 115 |
|
|
2023
Q3 | $330K | Hold |
6,936
| – | – | 0.12% | 118 |
|
|
2023
Q2 | $367K | Hold |
6,936
| – | – | 0.13% | 117 |
|
|
2023
Q1 | $345K | Hold |
6,936
| – | – | 0.14% | 117 |
|
|
2022
Q4 | $337K | Hold |
6,936
| – | – | 0.16% | 108 |
|
|
2022
Q3 | $305K | Hold |
6,936
| – | – | 0.21% | 93 |
|
|
2022
Q2 | $319K | Hold |
6,936
| – | – | 0.32% | 61 |
|
|
2022
Q1 | $379K | Hold |
6,936
| – | – | 0.35% | 53 |
|
|
2021
Q4 | $390K | Hold |
6,936
| – | – | 0.34% | 52 |
|
|
2021
Q3 | $361K | Hold |
6,936
| – | – | 0.33% | 54 |
|
|
2021
Q2 | $3.63M | Hold |
6,936
| – | – | 0.3% | 52 |
|
|
2021
Q1 | $353K | Hold |
6,936
| – | – | 0.26% | 54 |
|
|
2020
Q4 | $301K | Hold |
6,936
| – | – | 0.23% | 56 |
|
|
2020
Q3 | $237K | Buy |
6,936
+6,912
| +28,800% | +$236K | 0.2% | 66 |
|
|
2020
Q2 | $226 | Sell |
24
-9,327
| -100% | -$87.8K | 0.2% | 68 |
|
|
2020
Q1 | $247K | Sell |
9,351
-990
| -10% | -$26.2K | 0.26% | 59 |
|
|
2019
Q4 | $435K | Hold |
10,341
| – | – | 0.38% | 39 |
|
|
2019
Q3 | $408K | Sell |
10,341
-1,800
| -15% | -$71K | 0.39% | 35 |
|
|
2019
Q2 | $459K | Sell |
12,141
-508
| -4% | -$19.2K | 0.47% | 33 |
|
|
2019
Q1 | $519K | Sell |
12,649
-437
| -3% | -$17.9K | 0.54% | 29 |
|
|
2018
Q4 | $504K | Buy |
+13,086
| New | +$504K | 0.56% | 28 |
|