Howard Wealth Management’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 | $275K | Hold |
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|
2025
Q1 | $266K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $278K | Buy |
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|
2024
Q2 | $240K | Buy |
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|
2024
Q1 | $242K | Hold |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Hold |
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $225K | Sell |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $205K | Sell |
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|
2020
Q1 | $292K | Sell |
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|
2019
Q4 | $511K | Buy |
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