Jones Financial Companies’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	$64.4K	Buy	1,042 +470	+82%	+$29K	﹤0.01%	2128
2025 Q1	$33.9K	Buy	572 +315	+123%	+$18.7K	﹤0.01%	2208
2024 Q4	$16.1K	Buy	+257	New	+$16.1K	﹤0.01%	2338