FWTB
First Western Trust Bank’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-61,904
| Closed | -$3.87M | – | 194 |
|
|
2024
Q4 | $3.87M | Hold |
61,904
| – | – | 0.18% | 42 |
|
|
2024
Q3 | $3.86M | Hold |
61,904
| – | – | 0.17% | 46 |
|
|
2024
Q2 | $3.58M | Hold |
61,904
| – | – | 0.17% | 48 |
|
|
2024
Q1 | $3.78M | Hold |
61,904
| – | – | 0.17% | 50 |
|
|
2023
Q4 | $3.55M | Hold |
61,904
| – | – | 0.18% | 49 |
|
|
2023
Q3 | $3.14M | Hold |
61,904
| – | – | 0.17% | 54 |
|
|
2023
Q2 | $3.28M | Hold |
61,904
| – | – | 0.16% | 58 |
|
|
2023
Q1 | $3.08M | Buy |
+61,904
| New | +$3.08M | 0.16% | 60 |
|