Mason Investment Advisory Services’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 | $1.08M | Hold |
17,434
| – | – | 0.06% | 21 |
|
|
2025
Q1 | $1.04M | Hold |
17,434
| – | – | 0.06% | 22 |
|
|
2024
Q4 | $1.09M | Hold |
17,434
| – | – | 0.06% | 21 |
|
|
2024
Q3 | $1.09M | Hold |
17,434
| – | – | 0.06% | 20 |
|
|
2024
Q2 | $1.01M | Buy |
17,434
+58
| +0.3% | +$3.35K | 0.06% | 20 |
|
|
2024
Q1 | $1.06M | Sell |
17,376
-4,075
| -19% | -$249K | 0.07% | 17 |
|
|
2023
Q4 | $1.23M | Sell |
21,451
-1
| -0% | -$57 | 0.09% | 15 |
|
|
2023
Q3 | $1.09M | Buy |
21,452
+58
| +0.3% | +$2.94K | 0.1% | 14 |
|
|
2023
Q2 | $1.13M | Buy |
21,394
+78
| +0.4% | +$4.13K | 0.1% | 16 |
|
|
2023
Q1 | $1.06M | Buy |
21,316
+54
| +0.3% | +$2.69K | 0.1% | 15 |
|
|
2022
Q4 | $1.03M | Buy |
21,262
+102
| +0.5% | +$4.96K | 0.11% | 16 |
|
|
2022
Q3 | $931K | Buy |
21,160
+94
| +0.4% | +$4.13K | 0.11% | 13 |
|
|
2022
Q2 | $968K | Buy |
21,066
+83
| +0.4% | +$3.82K | 0.1% | 13 |
|
|
2022
Q1 | $1.15M | Buy |
20,983
+54
| +0.3% | +$2.95K | 0.1% | 45 |
|
|
2021
Q4 | $1.18M | Buy |
20,929
+7,057
| +51% | +$397K | 0.1% | 47 |
|
|
2021
Q3 | $721K | Buy |
13,872
+74
| +0.5% | +$3.85K | 0.07% | 57 |
|
|
2021
Q2 | $723K | Sell |
13,798
-3,260
| -19% | -$171K | 0.07% | 57 |
|
|
2021
Q1 | $869K | Buy |
17,058
+10
| +0.1% | +$509 | 0.09% | 53 |
|
|
2020
Q4 | $741K | Sell |
17,048
-222
| -1% | -$9.65K | 0.09% | 52 |
|
|
2020
Q3 | $590K | Buy |
17,270
+70
| +0.4% | +$2.39K | 0.08% | 54 |
|
|
2020
Q2 | $560K | Buy |
17,200
+807
| +5% | +$26.3K | 0.08% | 57 |
|
|
2020
Q1 | $433K | Sell |
16,393
-386
| -2% | -$10.2K | 0.07% | 68 |
|
|
2019
Q4 | $706K | Buy |
16,779
+71
| +0.4% | +$2.99K | 0.1% | 62 |
|
|
2019
Q3 | $659K | Buy |
16,708
+128
| +0.8% | +$5.05K | 0.11% | 60 |
|
|
2019
Q2 | $663K | Buy |
16,580
+33
| +0.2% | +$1.32K | 0.11% | 57 |
|
|
2019
Q1 | $651K | Buy |
+16,547
| New | +$651K | 0.18% | 58 |
|