GPS Wealth Strategies Group’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4K | Sell |
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|
2025
Q1 | $30.4K | Buy |
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|
2024
Q4 | $21.7K | Hold |
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|
2024
Q3 | $21.6K | Buy |
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|
2024
Q2 | $20K | Sell |
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|
2024
Q1 | $24K | Sell |
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|
2023
Q4 | $25.9K | Sell |
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|
2023
Q3 | $726K | Sell |
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|
2023
Q2 | $798K | Buy |
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|
2023
Q1 | $708K | Sell |
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|
2022
Q4 | $692K | Buy |
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|
2022
Q3 | $593K | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $648K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $28K | Hold |
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|
2021
Q1 | $27K | Buy |
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