Kestra Advisory Services’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
Q2 | $1.22M | Buy |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $2.8M | Buy |
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|
2024
Q3 | $2.4M | Sell |
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|
2024
Q2 | $2.4M | Buy |
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|
2024
Q1 | $2.36M | Sell |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $1.87M | Sell |
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|
2023
Q2 | $3.69M | Sell |
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|
2023
Q1 | $5.11M | Buy |
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|
2022
Q4 | $465K | Sell |
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|
2022
Q3 | $458K | Buy |
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|
2022
Q2 | $462K | Sell |
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|
2022
Q1 | $553K | Sell |
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|
2021
Q4 | $604K | Sell |
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|
2021
Q3 | $735K | Buy |
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|
2021
Q2 | $583K | Sell |
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|
2021
Q1 | $620K | Sell |
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|
2020
Q4 | $559K | Sell |
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|
2020
Q3 | $548K | Buy |
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