Institute for 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
Q3 | $823K | Sell |
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|
2025
Q2 | $790K | Hold |
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|
2025
Q1 | $762K | Hold |
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|
2024
Q4 | $800K | Hold |
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|
2024
Q3 | $797K | Hold |
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|
2024
Q2 | $739K | Sell |
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|
2024
Q1 | $782K | Sell |
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|
2023
Q4 | $787K | Buy |
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|
2023
Q3 | $695K | Buy |
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|
2023
Q2 | $725K | Buy |
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|
2023
Q1 | $681K | Buy |
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|
2022
Q4 | $666K | Buy |
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|
2022
Q3 | $602K | Buy |
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|
2022
Q2 | $629K | Buy |
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|
2022
Q1 | $748K | Buy |
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|
2021
Q4 | $770K | Buy |
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|
2021
Q3 | $712K | Buy |
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|
2021
Q2 | $717K | Buy |
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|
2021
Q1 | $696K | Buy |
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|
2020
Q4 | $594K | Buy |
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|
2020
Q3 | $442K | Sell |
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|
2020
Q2 | $484K | Buy |
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|
2020
Q1 | $383K | Sell |
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|
2019
Q4 | $649K | Sell |
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|
2019
Q3 | $623K | Sell |
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|
2019
Q2 | $789K | Buy |
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|
2019
Q1 | $677K | Buy |
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|
2018
Q4 | $505K | Buy |
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|
2018
Q3 | $603K | Sell |
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|
2018
Q2 | $587K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $573K | Buy |
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|
2017
Q3 | $508K | Hold |
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|
2017
Q2 | $489K | Buy |
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