HWM
Howard Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Hold |
4,455
| – | – | 0.14% | 101 |
|
|
2025
Q1 | $266K | Hold |
4,455
| – | – | 0.15% | 99 |
|
|
2024
Q4 | $278K | Hold |
4,455
| – | – | 0.15% | 98 |
|
|
2024
Q3 | $278K | Buy |
4,455
+305
| +7% | +$19K | 0.16% | 95 |
|
|
2024
Q2 | $240K | Buy |
4,150
+180
| +5% | +$10.4K | 0.19% | 88 |
|
|
2024
Q1 | $242K | Hold |
3,970
| – | – | 0.2% | 91 |
|
|
2023
Q4 | $228K | Sell |
3,970
-100
| -2% | -$5.74K | 0.19% | 90 |
|
|
2023
Q3 | $207K | Hold |
4,070
| – | – | 0.19% | 90 |
|
|
2023
Q2 | $215K | Hold |
4,070
| – | – | 0.19% | 94 |
|
|
2023
Q1 | $202K | Buy |
+4,070
| New | +$202K | 0.17% | 106 |
|
|
2022
Q2 | – | Sell |
-4,270
| Closed | -$233K | – | 78 |
|
|
2022
Q1 | $233K | Hold |
4,270
| – | – | 0.13% | 117 |
|
|
2021
Q4 | $240K | Sell |
4,270
-36
| -0.8% | -$2.02K | 0.13% | 116 |
|
|
2021
Q3 | $223K | Hold |
4,306
| – | – | 0.12% | 116 |
|
|
2021
Q2 | $225K | Sell |
4,306
-50
| -1% | -$2.61K | 0.12% | 118 |
|
|
2021
Q1 | $221K | Buy |
+4,356
| New | +$221K | 0.13% | 118 |
|
|
2020
Q3 | – | Sell |
-6,316
| Closed | -$205K | – | 118 |
|
|
2020
Q2 | $205K | Sell |
6,316
-4,764
| -43% | -$155K | 0.17% | 106 |
|
|
2020
Q1 | $292K | Sell |
11,080
-1,080
| -9% | -$28.5K | 0.31% | 80 |
|
|
2019
Q4 | $511K | Buy |
+12,160
| New | +$511K | 0.43% | 57 |
|