GPS Wealth Strategies Group’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 | $15.4K | Sell |
249
-262
| -51% | -$16.2K | ﹤0.01% | 921 |
|
|
2025
Q1 | $30.4K | Buy |
511
+165
| +48% | +$9.83K | ﹤0.01% | 724 |
|
|
2024
Q4 | $21.7K | Hold |
346
| – | – | ﹤0.01% | 783 |
|
|
2024
Q3 | $21.6K | Buy |
346
+1
| +0.3% | +$62 | ﹤0.01% | 788 |
|
|
2024
Q2 | $20K | Sell |
345
-49
| -12% | -$2.84K | ﹤0.01% | 764 |
|
|
2024
Q1 | $24K | Sell |
394
-57
| -13% | -$3.48K | ﹤0.01% | 677 |
|
|
2023
Q4 | $25.9K | Sell |
451
-13,857
| -97% | -$795K | ﹤0.01% | 631 |
|
|
2023
Q3 | $726K | Sell |
14,308
-764
| -5% | -$38.8K | 0.14% | 119 |
|
|
2023
Q2 | $798K | Buy |
15,072
+837
| +6% | +$44.3K | 0.15% | 113 |
|
|
2023
Q1 | $708K | Sell |
14,235
-2
| -0% | -$99 | 0.15% | 115 |
|
|
2022
Q4 | $692K | Buy |
14,237
+764
| +6% | +$37.1K | 0.21% | 75 |
|
|
2022
Q3 | $593K | Buy |
13,473
+6,703
| +99% | +$295K | 0.15% | 107 |
|
|
2022
Q2 | $311K | Sell |
6,770
-12,324
| -65% | -$566K | 0.08% | 168 |
|
|
2022
Q1 | $1.04M | Buy |
19,094
+7,575
| +66% | +$414K | 0.24% | 64 |
|
|
2021
Q4 | $648K | Buy |
+11,519
| New | +$648K | 0.14% | 94 |
|
|
2021
Q3 | – | Sell |
-535
| Closed | -$28K | – | 1038 |
|
|
2021
Q2 | $28K | Hold |
535
| – | – | 0.01% | 525 |
|
|
2021
Q1 | $27K | Buy |
+535
| New | +$27K | 0.01% | 490 |
|