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
2026 Q1	$229K	Sell	3,410 -206	-6%	-$14.2K	0.01%	291
2025 Q4	$242K	Sell	3,616 -592	-14%	-$39.1K	0.01%	297
2025 Q3	$277K	Hold	4,208	–	–	0.01%	277
2025 Q2	$260K	Hold	4,208	–	–	0.01%	275
2025 Q1	$251K	Sell	4,208 -156	-4%	-$9.74K	0.02%	272
2024 Q4	$273K	Hold	4,364	–	–	0.02%	254
2024 Q3	$272K	Hold	4,364	–	–	0.02%	267
2024 Q2	$252K	Hold	4,364	–	–	0.02%	278
2024 Q1	$266K	Hold	4,364	–	–	0.02%	270
2023 Q4	$250K	Hold	4,364	–	–	0.02%	271
2023 Q3	$221K	Hold	4,364	–	–	0.02%	280
2023 Q2	$231K	Sell	4,364 -657	-13%	-$32.6K	0.02%	281
2023 Q1	$250K	Sell	5,021 -41	-0.8%	-$2.12K	0.02%	266
2022 Q4	$246K	Sell	5,062 -621	-11%	-$30.3K	0.02%	264
2022 Q3	$250K	Sell	5,683 -252	-4%	-$12.3K	0.02%	248
2022 Q2	$273K	Sell	5,935 -1,098	-16%	-$55.7K	0.02%	254
2022 Q1	$385K	Sell	7,033 -1	-0%	-$54	0.03%	220
2021 Q4	$396K	Sell	7,034 -1,801	-20%	-$99K	0.03%	213
2021 Q3	$460K	Sell	8,835 -107	-1%	-$5.63K	0.04%	194
2021 Q2	$468K	Sell	8,942 -49	-0.5%	-$2.6K	0.04%	193
2021 Q1	$458K	Sell	8,991 -260	-3%	-$12.5K	0.04%	194
2020 Q4	$402K	Buy	+9,251	New	+$367K	0.05%	184