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
2026 Q1	$346K	Hold	5,149	–	–	﹤0.01%	1021
2025 Q4	$344K	Buy	5,149 +100	+2%	+$6.6K	0.01%	976
2025 Q3	$333K	Hold	5,049	–	–	0.01%	930
2025 Q2	$312K	Hold	5,049	–	–	0.01%	927
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%	-$5.04K	0.01%	872
2024 Q2	$297K	Sell	5,133 -23	-0.4%	-$1.35K	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	+$251K	0.01%	720
2022 Q2	–	Sell	-4,408	Closed	-$241K	–	842
2022 Q1	$241K	Sell	4,408 -42	-0.9%	-$2.28K	0.01%	762
2021 Q4	$250K	Sell	4,450 -15,412	-78%	-$847K	0.01%	796
2021 Q3	$1.03M	Buy	19,862 +15,602	+366%	+$821K	0.05%	368
2021 Q2	$225K	Buy	+4,260	New	+$226K	0.01%	794