JPMorgan Chase & Co’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 | $7.95M | Sell |
128,762
-26,316
| -17% | -$1.63M | ﹤0.01% | 2375 |
|
|
2025
Q1 | $9.24M | Buy |
155,078
+1,671
| +1% | +$99.6K | ﹤0.01% | 2244 |
|
|
2024
Q4 | $9.59M | Buy |
153,407
+33,628
| +28% | +$2.1M | ﹤0.01% | 2268 |
|
|
2024
Q3 | $7.47M | Buy |
119,779
+38,237
| +47% | +$2.38M | ﹤0.01% | 2368 |
|
|
2024
Q2 | $4.71M | Buy |
81,542
+4,581
| +6% | +$265K | ﹤0.01% | 2561 |
|
|
2024
Q1 | $4.7M | Sell |
76,961
-61,172
| -44% | -$3.73M | ﹤0.01% | 2615 |
|
|
2023
Q4 | $7.93M | Buy |
138,133
+131,693
| +2,045% | +$7.56M | ﹤0.01% | 2267 |
|
|
2023
Q3 | $327K | Sell |
6,440
-8
| -0.1% | -$406 | ﹤0.01% | 3947 |
|
|
2023
Q2 | $341K | Buy |
6,448
+138
| +2% | +$7.31K | ﹤0.01% | 3971 |
|
|
2023
Q1 | $314K | Buy |
6,310
+29
| +0.5% | +$1.44K | ﹤0.01% | 4071 |
|
|
2022
Q4 | $306K | Buy |
6,281
+2,511
| +67% | +$122K | ﹤0.01% | 4005 |
|
|
2022
Q3 | $166K | Hold |
3,770
| – | – | ﹤0.01% | 4248 |
|
|
2022
Q2 | $173K | Buy |
3,770
+559
| +17% | +$25.7K | ﹤0.01% | 4388 |
|
|
2022
Q1 | $176K | Buy |
3,211
+2,500
| +352% | +$137K | ﹤0.01% | 4509 |
|
|
2021
Q4 | $40K | Hold |
711
| – | – | ﹤0.01% | 5143 |
|
|
2021
Q3 | $37K | Hold |
711
| – | – | ﹤0.01% | 5020 |
|
|
2021
Q2 | $37K | Hold |
711
| – | – | ﹤0.01% | 5015 |
|
|
2021
Q1 | $36K | Hold |
711
| – | – | ﹤0.01% | 4858 |
|
|
2020
Q4 | $31K | Sell |
711
-81
| -10% | -$3.53K | ﹤0.01% | 4526 |
|
|
2020
Q3 | $27K | Sell |
792
-5,912
| -88% | -$202K | ﹤0.01% | 4437 |
|
|
2020
Q2 | $218K | Hold |
6,704
| – | – | ﹤0.01% | 3629 |
|
|
2020
Q1 | $177K | Sell |
6,704
-3,093
| -32% | -$81.7K | ﹤0.01% | 3753 |
|
|
2019
Q4 | $412K | Buy |
9,797
+711
| +8% | +$29.9K | ﹤0.01% | 3512 |
|
|
2019
Q3 | $358K | Sell |
9,086
-7
| -0.1% | -$276 | ﹤0.01% | 3482 |
|
|
2019
Q2 | $359K | Buy |
9,093
+607
| +7% | +$24K | ﹤0.01% | 3508 |
|
|
2019
Q1 | $334K | Buy |
8,486
+1,404
| +20% | +$55.3K | ﹤0.01% | 3547 |
|
|
2018
Q4 | $243K | Buy |
7,082
+1,995
| +39% | +$68.5K | ﹤0.01% | 3716 |
|
|
2018
Q3 | $210K | Sell |
5,087
-5,736
| -53% | -$237K | ﹤0.01% | 3855 |
|
|
2018
Q2 | $435K | Buy |
10,823
+2,034
| +23% | +$81.8K | ﹤0.01% | 3509 |
|
|
2018
Q1 | $340K | Buy |
8,789
+8,769
| +43,845% | +$339K | ﹤0.01% | 3530 |
|
|
2017
Q4 | $1K | Sell |
20
-22,747
| -100% | -$1.14M | ﹤0.01% | 4621 |
|
|
2017
Q3 | $845K | Buy |
22,767
+1,288
| +6% | +$47.8K | ﹤0.01% | 2995 |
|
|
2017
Q2 | $769K | Buy |
21,479
+1,540
| +8% | +$55.1K | ﹤0.01% | 2996 |
|
|
2017
Q1 | $703K | Buy |
19,939
+898
| +5% | +$31.7K | ﹤0.01% | 3027 |
|
|
2016
Q4 | $652K | Sell |
19,041
-1,149
| -6% | -$39.3K | ﹤0.01% | 3150 |
|
|
2016
Q3 | $644K | Buy |
20,190
+648
| +3% | +$20.7K | ﹤0.01% | 2916 |
|
|
2016
Q2 | $595K | Buy |
19,542
+3,438
| +21% | +$105K | ﹤0.01% | 2932 |
|
|
2016
Q1 | $484K | Sell |
16,104
-1,578
| -9% | -$47.4K | ﹤0.01% | 2920 |
|
|
2015
Q4 | $514K | Sell |
17,682
-678
| -4% | -$19.7K | ﹤0.01% | 2902 |
|
|
2015
Q3 | $526K | Buy |
18,360
+300
| +2% | +$8.6K | ﹤0.01% | 2911 |
|
|
2015
Q2 | $572K | Buy |
18,060
+831
| +5% | +$26.3K | ﹤0.01% | 3028 |
|
|
2015
Q1 | $554K | Buy |
17,229
+801
| +5% | +$25.8K | ﹤0.01% | 3058 |
|
|
2014
Q4 | $507K | Buy |
16,428
+1,152
| +8% | +$35.6K | ﹤0.01% | 3018 |
|
|
2014
Q3 | $446K | Buy |
15,276
+1,365
| +10% | +$39.9K | ﹤0.01% | 3049 |
|
|
2014
Q2 | $429K | Buy |
13,911
+570
| +4% | +$17.6K | ﹤0.01% | 3093 |
|
|
2014
Q1 | $395K | Buy |
13,341
+222
| +2% | +$6.57K | ﹤0.01% | 3139 |
|
|
2013
Q4 | $378K | Sell |
13,119
-732
| -5% | -$21.1K | ﹤0.01% | 3298 |
|
|
2013
Q3 | $364K | Sell |
13,851
-2,328
| -14% | -$61.2K | ﹤0.01% | 3444 |
|
|
2013
Q2 | $388K | Buy |
+16,179
| New | +$388K | ﹤0.01% | 3303 |
|