Institute for Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Institute for Wealth Management’s Portfolio EZM Stock Details EZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$840K	Hold	12,490	–	–	0.09%	229
2025 Q4	$834K	Hold	12,490	–	–	0.09%	222
2025 Q3	$823K	Sell	12,490 -300	-2%	-$19.4K	0.09%	233
2025 Q2	$790K	Hold	12,790	–	–	0.09%	241
2025 Q1	$762K	Hold	12,790	–	–	0.1%	232
2024 Q4	$800K	Hold	12,790	–	–	0.1%	216
2024 Q3	$797K	Hold	12,790	–	–	0.1%	213
2024 Q2	$739K	Sell	12,790 -29	-0.2%	-$1.7K	0.1%	208
2024 Q1	$782K	Sell	12,819 -891	-6%	-$51.2K	0.1%	208
2023 Q4	$787K	Buy	13,710 +4	+0%	+$207	0.13%	186
2023 Q3	$695K	Buy	13,706 +3	+0%	+$160	0.13%	196
2023 Q2	$725K	Buy	13,703 +3	+0%	+$149	0.13%	199
2023 Q1	$681K	Buy	13,700 +2	+0%	+$103	0.13%	201
2022 Q4	$666K	Buy	13,698 +5	+0%	+$244	0.14%	201
2022 Q3	$602K	Buy	13,693 +3	+0%	+$146	0.14%	198
2022 Q2	$629K	Buy	13,690 +4	+0%	+$203	0.12%	210
2022 Q1	$748K	Buy	13,686 +2	+0%	+$109	0.12%	209
2021 Q4	$770K	Buy	13,684 +2	+0%	+$110	0.13%	199
2021 Q3	$712K	Buy	13,682 +5	+0%	+$263	0.13%	201
2021 Q2	$717K	Buy	13,677 +2	+0%	+$106	0.13%	197
2021 Q1	$696K	Buy	13,675 +1	+0%	+$48	0.13%	194
2020 Q4	$594K	Buy	13,674 +748	+6%	+$29.7K	0.12%	209
2020 Q3	$442K	Sell	12,926 -1,921	-13%	-$66.1K	0.1%	248
2020 Q2	$484K	Buy	14,847 +344	+2%	+$10.5K	0.12%	238
2020 Q1	$383K	Sell	14,503 -922	-6%	-$34.1K	0.12%	234
2019 Q4	$649K	Sell	15,425 -369	-2%	-$15K	0.15%	210
2019 Q3	$623K	Sell	15,794 -3,937	-20%	-$154K	0.16%	193
2019 Q2	$789K	Buy	19,731 +2,520	+15%	+$100K	0.17%	175
2019 Q1	$677K	Buy	17,211 +2,476	+17%	+$95.7K	0.15%	191
2018 Q4	$505K	Buy	14,735 +96	+0.7%	+$3.61K	0.21%	147
2018 Q3	$603K	Sell	14,639 -9	-0.1%	-$374	0.2%	147
2018 Q2	$587K	Buy	+14,648	New	+$581K	0.19%	151
2018 Q1	–	Sell	-14,372	Closed	-$573K	–	301
2017 Q4	$573K	Buy	14,372 +726	+5%	+$27.9K	0.13%	201
2017 Q3	$508K	Hold	13,646	–	–	0.17%	180
2017 Q2	$489K	Buy	+13,646	New	+$484K	0.13%	230