McKinley Carter Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $277K | Hold |
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|
2025
Q2 | $260K | Hold |
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|
2025
Q1 | $251K | Sell |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $266K | Hold |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $250K | Sell |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $385K | Sell |
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|
2021
Q4 | $396K | Sell |
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|
2021
Q3 | $460K | Sell |
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|
2021
Q2 | $468K | Sell |
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|
2021
Q1 | $458K | Sell |
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|
2020
Q4 | $402K | Buy |
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