McKinley Carter Wealth 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 | $260K | Hold |
4,208
| – | – | 0.01% | 271 |
|
|
2025
Q1 | $251K | Sell |
4,208
-156
| -4% | -$9.3K | 0.02% | 269 |
|
|
2024
Q4 | $273K | Hold |
4,364
| – | – | 0.02% | 253 |
|
|
2024
Q3 | $272K | Hold |
4,364
| – | – | 0.02% | 266 |
|
|
2024
Q2 | $252K | Hold |
4,364
| – | – | 0.02% | 277 |
|
|
2024
Q1 | $266K | Hold |
4,364
| – | – | 0.02% | 269 |
|
|
2023
Q4 | $250K | Hold |
4,364
| – | – | 0.02% | 270 |
|
|
2023
Q3 | $221K | Hold |
4,364
| – | – | 0.02% | 280 |
|
|
2023
Q2 | $231K | Sell |
4,364
-657
| -13% | -$34.8K | 0.02% | 281 |
|
|
2023
Q1 | $250K | Sell |
5,021
-41
| -0.8% | -$2.04K | 0.02% | 266 |
|
|
2022
Q4 | $246K | Sell |
5,062
-621
| -11% | -$30.2K | 0.02% | 264 |
|
|
2022
Q3 | $250K | Sell |
5,683
-252
| -4% | -$11.1K | 0.02% | 248 |
|
|
2022
Q2 | $273K | Sell |
5,935
-1,098
| -16% | -$50.5K | 0.02% | 254 |
|
|
2022
Q1 | $385K | Sell |
7,033
-1
| -0% | -$55 | 0.03% | 220 |
|
|
2021
Q4 | $396K | Sell |
7,034
-1,801
| -20% | -$101K | 0.03% | 213 |
|
|
2021
Q3 | $460K | Sell |
8,835
-107
| -1% | -$5.57K | 0.04% | 194 |
|
|
2021
Q2 | $468K | Sell |
8,942
-49
| -0.5% | -$2.57K | 0.04% | 193 |
|
|
2021
Q1 | $458K | Sell |
8,991
-260
| -3% | -$13.2K | 0.04% | 194 |
|
|
2020
Q4 | $402K | Buy |
+9,251
| New | +$402K | 0.05% | 184 |
|