Golden State Wealth 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 | $64.9K | Hold |
1,050
| – | – | 0.01% | 587 |
|
|
2025
Q1 | $62.6K | Hold |
1,050
| – | – | 0.01% | 547 |
|
|
2024
Q4 | $65.6K | Buy |
+1,050
| New | +$65.6K | 0.01% | 526 |
|
|
2020
Q4 | – | Sell |
-1,050
| Closed | -$36K | – | 289 |
|
|
2020
Q3 | $36K | Buy |
+1,050
| New | +$36K | 0.01% | 353 |
|
|
2020
Q2 | – | Sell |
-1,050
| Closed | -$28K | – | 400 |
|
|
2020
Q1 | $28K | Buy |
+1,050
| New | +$28K | 0.01% | 451 |
|