Mather Group’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 | $1.56M | Sell |
25,303
-481
| -2% | -$29.7K | 0.02% | 219 |
|
|
2025
Q1 | $1.54M | Sell |
25,784
-2,440
| -9% | -$145K | 0.02% | 201 |
|
|
2024
Q4 | $1.76M | Buy |
28,224
+3,188
| +13% | +$199K | 0.02% | 173 |
|
|
2024
Q3 | $1.56M | Sell |
25,036
-21,261
| -46% | -$1.33M | 0.02% | 192 |
|
|
2024
Q2 | $2.83M | Sell |
46,297
-1,350
| -3% | -$82.4K | 0.03% | 151 |
|
|
2024
Q1 | $2.73M | Sell |
47,647
-3,665
| -7% | -$210K | 0.04% | 136 |
|
|
2023
Q4 | $2.94M | Sell |
51,312
-4,955
| -9% | -$284K | 0.05% | 134 |
|
|
2023
Q3 | $2.85M | Buy |
56,267
+1,064
| +2% | +$54K | 0.05% | 126 |
|
|
2023
Q2 | $2.92M | Sell |
55,203
-6,323
| -10% | -$335K | 0.05% | 139 |
|
|
2023
Q1 | $3.06M | Buy |
61,526
+3,223
| +6% | +$160K | 0.05% | 114 |
|
|
2022
Q4 | $2.83M | Buy |
58,303
+612
| +1% | +$29.8K | 0.05% | 114 |
|
|
2022
Q3 | $2.54M | Sell |
57,691
-12,239
| -18% | -$538K | 0.05% | 119 |
|
|
2022
Q2 | $3.22M | Buy |
69,930
+49,743
| +246% | +$2.29M | 0.07% | 94 |
|
|
2022
Q1 | $1.1M | Buy |
+20,187
| New | +$1.1M | 0.02% | 160 |
|