Mariner’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 | $272K | Buy |
4,404
+615
| +16% | +$38K | ﹤0.01% | 2800 |
|
|
2025
Q1 | $226K | Hold |
3,789
| – | – | ﹤0.01% | 2898 |
|
|
2024
Q4 | $237K | Sell |
3,789
-10
| -0.3% | -$625 | ﹤0.01% | 2848 |
|
|
2024
Q3 | $237K | Hold |
3,799
| – | – | ﹤0.01% | 2781 |
|
|
2024
Q2 | $220K | Buy |
+3,799
| New | +$220K | ﹤0.01% | 2718 |
|
|
2024
Q1 | – | Sell |
-4,136
| Closed | -$237K | – | 3163 |
|
|
2023
Q4 | $237K | Buy |
+4,136
| New | +$237K | ﹤0.01% | 2546 |
|
|
2019
Q3 | – | Sell |
-5,712
| Closed | -$228K | – | 799 |
|
|
2019
Q2 | $228K | Buy |
+5,712
| New | +$228K | ﹤0.01% | 995 |
|