IEQ Capital’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
Q3
$13.5M Hold
2025
Q2
$12.7M Hold
2025
Q1
$12.2M Hold
2024
Q4
$12.8M Hold
2024
Q3
$12.8M Hold
2024
Q2
$11.9M Buy
2024
Q1
$11.8M Hold
2023
Q4
$11.1M Buy
2023
Q3
$9.64M Hold
2023
Q2
$10.1M Hold
2023
Q1
$9.45M Hold
2022
Q4
$9.23M Hold
2022
Q3
$8.35M Hold
2022
Q2
$8.73M Hold
2022
Q1
$10.4M Hold
2021
Q4
$10.7M Hold
2021
Q3
$9.88M Hold
2021
Q2
$9.95M Buy