Kaydan 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 | $213K | Hold |
3,450
| – | – | 0.07% | 108 |
|
|
2025
Q1 | $206K | Hold |
3,450
| – | – | 0.07% | 105 |
|
|
2024
Q4 | $216K | Hold |
3,450
| – | – | 0.07% | 100 |
|
|
2024
Q3 | $215K | Buy |
+3,450
| New | +$215K | 0.06% | 104 |
|
|
2024
Q2 | – | Sell |
-3,450
| Closed | -$211K | – | 109 |
|
|
2024
Q1 | $211K | Buy |
+3,450
| New | +$211K | 0.07% | 101 |
|