Medallion Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Medallion Wealth Advisors’s Portfolio EZM Stock Details EZM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$267K	Sell
2025 Q4	$270K	Sell
2025 Q3	$288K	Sell
2025 Q2	$290K	Sell
2025 Q1	$297K	Sell
2024 Q4	$314K	Buy