Institute for Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Hold |
12,790
| – | – | 0.09% | 240 |
|
|
2025
Q1 | $762K | Hold |
12,790
| – | – | 0.1% | 231 |
|
|
2024
Q4 | $800K | Hold |
12,790
| – | – | 0.1% | 215 |
|
|
2024
Q3 | $797K | Hold |
12,790
| – | – | 0.1% | 213 |
|
|
2024
Q2 | $739K | Sell |
12,790
-29
| -0.2% | -$1.68K | 0.1% | 208 |
|
|
2024
Q1 | $782K | Sell |
12,819
-891
| -6% | -$54.4K | 0.1% | 206 |
|
|
2023
Q4 | $787K | Buy |
13,710
+4
| +0% | +$230 | 0.13% | 184 |
|
|
2023
Q3 | $695K | Buy |
13,706
+3
| +0% | +$152 | 0.13% | 193 |
|
|
2023
Q2 | $725K | Buy |
13,703
+3
| +0% | +$159 | 0.12% | 193 |
|
|
2023
Q1 | $681K | Buy |
13,700
+2
| +0% | +$99 | 0.13% | 196 |
|
|
2022
Q4 | $666K | Buy |
13,698
+5
| +0% | +$243 | 0.14% | 195 |
|
|
2022
Q3 | $602K | Buy |
13,693
+3
| +0% | +$132 | 0.14% | 198 |
|
|
2022
Q2 | $629K | Buy |
13,690
+4
| +0% | +$184 | 0.12% | 208 |
|
|
2022
Q1 | $748K | Buy |
13,686
+2
| +0% | +$109 | 0.12% | 206 |
|
|
2021
Q4 | $770K | Buy |
13,684
+2
| +0% | +$113 | 0.13% | 199 |
|
|
2021
Q3 | $712K | Buy |
13,682
+5
| +0% | +$260 | 0.13% | 200 |
|
|
2021
Q2 | $717K | Buy |
13,677
+2
| +0% | +$105 | 0.13% | 197 |
|
|
2021
Q1 | $696K | Buy |
13,675
+1
| +0% | +$51 | 0.13% | 192 |
|
|
2020
Q4 | $594K | Buy |
13,674
+748
| +6% | +$32.5K | 0.12% | 206 |
|
|
2020
Q3 | $442K | Sell |
12,926
-1,921
| -13% | -$65.7K | 0.1% | 245 |
|
|
2020
Q2 | $484K | Buy |
14,847
+344
| +2% | +$11.2K | 0.12% | 238 |
|
|
2020
Q1 | $383K | Sell |
14,503
-922
| -6% | -$24.3K | 0.12% | 230 |
|
|
2019
Q4 | $649K | Sell |
15,425
-369
| -2% | -$15.5K | 0.15% | 210 |
|
|
2019
Q3 | $623K | Sell |
15,794
-3,937
| -20% | -$155K | 0.16% | 193 |
|
|
2019
Q2 | $789K | Buy |
19,731
+2,520
| +15% | +$101K | 0.17% | 175 |
|
|
2019
Q1 | $677K | Buy |
17,211
+2,476
| +17% | +$97.4K | 0.15% | 191 |
|
|
2018
Q4 | $505K | Buy |
14,735
+96
| +0.7% | +$3.29K | 0.21% | 147 |
|
|
2018
Q3 | $603K | Sell |
14,639
-9
| -0.1% | -$371 | 0.2% | 147 |
|
|
2018
Q2 | $587K | Buy |
+14,648
| New | +$587K | 0.19% | 151 |
|
|
2018
Q1 | – | Sell |
-14,372
| Closed | -$573K | – | 299 |
|
|
2017
Q4 | $573K | Buy |
14,372
+726
| +5% | +$28.9K | 0.13% | 201 |
|
|
2017
Q3 | $508K | Hold |
13,646
| – | – | 0.17% | 180 |
|
|
2017
Q2 | $489K | Buy |
+13,646
| New | +$489K | 0.13% | 230 |
|