Kingsview 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 | $312K | Hold |
5,049
| – | – | 0.01% | 926 |
|
|
2025
Q1 | $301K | Hold |
5,049
| – | – | 0.01% | 890 |
|
|
2024
Q4 | $316K | Hold |
5,049
| – | – | 0.01% | 885 |
|
|
2024
Q3 | $315K | Sell |
5,049
-84
| -2% | -$5.24K | 0.01% | 872 |
|
|
2024
Q2 | $297K | Sell |
5,133
-23
| -0.4% | -$1.33K | 0.01% | 839 |
|
|
2024
Q1 | $315K | Hold |
5,156
| – | – | 0.01% | 801 |
|
|
2023
Q4 | $296K | Hold |
5,156
| – | – | 0.01% | 776 |
|
|
2023
Q3 | $262K | Hold |
5,156
| – | – | 0.01% | 800 |
|
|
2023
Q2 | $273K | Hold |
5,156
| – | – | 0.01% | 770 |
|
|
2023
Q1 | $256K | Hold |
5,156
| – | – | 0.01% | 767 |
|
|
2022
Q4 | $251K | Hold |
5,156
| – | – | 0.01% | 726 |
|
|
2022
Q3 | $227K | Buy |
+5,156
| New | +$227K | 0.01% | 720 |
|
|
2022
Q2 | – | Sell |
-4,408
| Closed | -$241K | – | 840 |
|
|
2022
Q1 | $241K | Sell |
4,408
-42
| -0.9% | -$2.3K | 0.01% | 761 |
|
|
2021
Q4 | $250K | Sell |
4,450
-15,412
| -78% | -$866K | 0.01% | 783 |
|
|
2021
Q3 | $1.03M | Buy |
19,862
+15,602
| +366% | +$811K | 0.05% | 368 |
|
|
2021
Q2 | $225K | Buy |
+4,260
| New | +$225K | 0.01% | 793 |
|