Freedom Investment Management’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 | $20.1M | Buy |
325,994
+13,879
| +4% | +$857K | 1.61% | 8 |
|
|
2025
Q1 | $18.6M | Buy |
312,115
+563
| +0.2% | +$33.6K | 1.56% | 9 |
|
|
2024
Q4 | $19.5M | Sell |
311,552
-17,982
| -5% | -$1.12M | 1.62% | 8 |
|
|
2024
Q3 | $20.5M | Sell |
329,534
-11,496
| -3% | -$717K | 1.64% | 8 |
|
|
2024
Q2 | $19.7M | Buy |
341,030
+3,542
| +1% | +$205K | 1.61% | 9 |
|
|
2024
Q1 | $20.6M | Sell |
337,488
-25,008
| -7% | -$1.53M | 1.65% | 8 |
|
|
2023
Q4 | $20.8M | Buy |
+362,496
| New | +$20.8M | 1.7% | 8 |
|
|
2018
Q1 | – | Sell |
-14,657
| Closed | -$582K | – | 1147 |
|
|
2017
Q4 | $582K | Sell |
14,657
-1,803
| -11% | -$71.6K | 0.03% | 564 |
|
|
2017
Q3 | $613K | Buy |
16,460
+1,164
| +8% | +$43.3K | 0.03% | 509 |
|
|
2017
Q2 | $548K | Sell |
15,296
-836
| -5% | -$30K | 0.03% | 529 |
|
|
2017
Q1 | $569K | Buy |
16,132
+454
| +3% | +$16K | 0.03% | 504 |
|
|
2016
Q4 | $537K | Sell |
15,678
-375
| -2% | -$12.8K | 0.03% | 460 |
|
|
2016
Q3 | $512K | Sell |
16,053
-1,947
| -11% | -$62.1K | 0.03% | 441 |
|
|
2016
Q2 | $548K | Buy |
18,000
+2,712
| +18% | +$82.6K | 0.04% | 389 |
|
|
2016
Q1 | $459K | Sell |
15,288
-1,224
| -7% | -$36.7K | 0.03% | 429 |
|
|
2015
Q4 | $480K | Sell |
16,512
-21,891
| -57% | -$636K | 0.04% | 417 |
|
|
2015
Q3 | $214K | Buy |
38,403
+22,884
| +147% | +$128K | 0.02% | 597 |
|
|
2015
Q2 | $492K | Buy |
15,519
+720
| +5% | +$22.8K | 0.05% | 349 |
|
|
2015
Q1 | $476K | Sell |
14,799
-3,537
| -19% | -$114K | 0.05% | 323 |
|
|
2014
Q4 | $566K | Sell |
18,336
-168
| -0.9% | -$5.19K | 0.07% | 252 |
|
|
2014
Q3 | $540K | Buy |
18,504
+1,410
| +8% | +$41.1K | 0.1% | 222 |
|
|
2014
Q2 | $527K | Buy |
17,094
+12
| +0.1% | +$370 | 0.09% | 220 |
|
|
2014
Q1 | $506K | Buy |
17,082
+3,174
| +23% | +$94K | 0.11% | 187 |
|
|
2013
Q4 | $401K | Sell |
13,908
-453
| -3% | -$13.1K | 0.1% | 203 |
|
|
2013
Q3 | $377K | Buy |
14,361
+129
| +0.9% | +$3.39K | 0.11% | 165 |
|
|
2013
Q2 | $341K | Buy |
+14,232
| New | +$341K | 0.12% | 157 |
|