LPL Financial’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 | $28.8M | Buy |
429,148
+179,673
| +72% | +$12.4M | 0.01% | 1230 |
|
|
2025
Q4 | $16.7M | Sell |
249,475
-720,772
| -74% | -$47.6M | ﹤0.01% | 1527 |
|
|
2025
Q3 | $63.9M | Buy |
970,247
+774,832
| +397% | +$50M | 0.02% | 727 |
|
|
2025
Q2 | $12.1M | Sell |
195,415
-3,549
| -2% | -$209K | ﹤0.01% | 1585 |
|
|
2025
Q1 | $11.9M | Sell |
198,964
-605,189
| -75% | -$37.8M | ﹤0.01% | 1489 |
|
|
2024
Q4 | $50.3M | Buy |
804,153
+677,825
| +537% | +$43.4M | 0.02% | 647 |
|
|
2024
Q3 | $7.88M | Buy |
126,328
+6,471
| +5% | +$388K | ﹤0.01% | 1645 |
|
|
2024
Q2 | $6.93M | Sell |
119,857
-34,975
| -23% | -$2.05M | ﹤0.01% | 1620 |
|
|
2024
Q1 | $9.45M | Sell |
154,832
-250,956
| -62% | -$14.4M | 0.01% | 1376 |
|
|
2023
Q4 | $23.3M | Buy |
405,788
+289,150
| +248% | +$14.9M | 0.01% | 816 |
|
|
2023
Q3 | $5.92M | Buy |
116,638
+1,465
| +1% | +$78K | ﹤0.01% | 1500 |
|
|
2023
Q2 | $6.1M | Sell |
115,173
-5,761
| -5% | -$286K | ﹤0.01% | 1453 |
|
|
2023
Q1 | $6.02M | Buy |
120,934
+16,756
| +16% | +$865K | ﹤0.01% | 1393 |
|
|
2022
Q4 | $5.07M | Buy |
104,178
+4,598
| +5% | +$224K | ﹤0.01% | 1441 |
|
|
2022
Q3 | $4.38M | Sell |
99,580
-27,336
| -22% | -$1.33M | ﹤0.01% | 1468 |
|
|
2022
Q2 | $5.83M | Sell |
126,916
-517,402
| -80% | -$26.2M | 0.01% | 1288 |
|
|
2022
Q1 | $35.2M | Sell |
644,318
-22,741
| -3% | -$1.23M | 0.03% | 459 |
|
|
2021
Q4 | $37.5M | Buy |
667,059
+525,423
| +371% | +$28.9M | 0.03% | 437 |
|
|
2021
Q3 | $7.37M | Buy |
141,636
+10,721
| +8% | +$564K | 0.01% | 1136 |
|
|
2021
Q2 | $6.86M | Buy |
130,915
+9,942
| +8% | +$527K | 0.01% | 1134 |
|
|
2021
Q1 | $6.16M | Sell |
120,973
-6,785
| -5% | -$326K | 0.01% | 1097 |
|
|
2020
Q4 | $5.55M | Buy |
127,758
+5,050
| +4% | +$201K | 0.01% | 1064 |
|
|
2020
Q3 | $4.2M | Sell |
122,708
-9,534
| -7% | -$328K | 0.01% | 1040 |
|
|
2020
Q2 | $4.31M | Buy |
132,242
+12,894
| +11% | +$393K | 0.01% | 954 |
|
|
2020
Q1 | $3.15M | Sell |
119,348
-17,219
| -13% | -$637K | 0.01% | 944 |
|
|
2019
Q4 | $5.75M | Buy |
136,567
+5,864
| +4% | +$239K | 0.01% | 789 |
|
|
2019
Q3 | $5.16M | Sell |
130,703
-6,734
| -5% | -$264K | 0.01% | 788 |
|
|
2019
Q2 | $5.5M | Sell |
137,437
-17,699
| -11% | -$702K | 0.01% | 749 |
|
|
2019
Q1 | $6.1M | Buy |
155,136
+1,745
| +1% | +$67.4K | 0.01% | 684 |
|
|
2018
Q4 | $5.26M | Buy |
153,391
+3,607
| +2% | +$136K | 0.01% | 666 |
|
|
2018
Q3 | $6.2M | Buy |
149,784
+8,690
| +6% | +$361K | 0.01% | 655 |
|
|
2018
Q2 | $5.67M | Sell |
141,094
-39,577
| -22% | -$1.57M | 0.01% | 653 |
|
|
2018
Q1 | $6.99M | Buy |
180,671
+19,650
| +12% | +$781K | 0.02% | 565 |
|
|
2017
Q4 | $6.39M | Buy |
161,021
+26,104
| +19% | +$1M | 0.02% | 566 |
|
|
2017
Q3 | $5.02M | Buy |
134,917
+1,613
| +1% | +$58K | 0.02% | 591 |
|
|
2017
Q2 | $4.77M | Sell |
133,304
-18,811
| -12% | -$667K | 0.02% | 567 |
|
|
2017
Q1 | $5.31M | Sell |
152,115
-39,600
| -21% | -$1.39M | 0.04% | 408 |
|
|
2016
Q4 | $6.61M | Buy |
191,715
+26,523
| +16% | +$870K | 0.05% | 326 |
|
|
2016
Q3 | $5.22M | Buy |
165,192
+17,628
| +12% | +$558K | 0.05% | 367 |
|
|
2016
Q2 | $4.45M | Sell |
147,564
-192,057
| -57% | -$5.82M | 0.04% | 419 |
|
|
2016
Q1 | $9.99M | Sell |
339,621
-210,165
| -38% | -$5.84M | 0.03% | 436 |
|
|
2015
Q4 | $15.8M | Buy |
549,786
+284,337
| +107% | +$8.52M | 0.04% | 326 |
|
|
2015
Q3 | $7.87M | Sell |
265,449
-228,036
| -46% | -$6.96M | 0.04% | 332 |
|
|
2015
Q2 | $15.5M | Buy |
493,485
+8,028
| +2% | +$259K | 0.08% | 225 |
|
|
2015
Q1 | $15.6M | Buy |
485,457
+1,689
| +0.3% | +$52.7K | 0.08% | 224 |
|
|
2014
Q4 | $14.9M | Sell |
483,768
-34,365
| -7% | -$1.03M | 0.08% | 224 |
|
|
2014
Q3 | $14.9M | Sell |
518,133
-23,148
| -4% | -$700K | 0.09% | 210 |
|
|
2014
Q2 | $16.7M | Sell |
541,281
-70,707
| -12% | -$2.1M | 0.1% | 188 |
|
|
2014
Q1 | $18.1M | Buy |
611,988
+95,265
| +18% | +$2.75M | 0.11% | 175 |
|
|
2013
Q4 | $14.9M | Buy |
516,723
+23,613
| +5% | +$652K | 0.09% | 201 |
|
|
2013
Q3 | $13.2M | Buy |
493,110
+14,733
| +3% | +$377K | 0.09% | 208 |
|
|
2013
Q2 | $11.5M | Buy |
+478,377
| New | +$11.4M | 0.08% | 215 |
|
Other funds holding EZM
DC
FIM
CPC
IC
CCA