Kingsview Wealth Management’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 | $312K | Hold |
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|
2025
Q1 | $301K | Hold |
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|
2024
Q4 | $316K | Hold |
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|
2024
Q3 | $315K | Sell |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $225K | Buy |
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