MML Investors 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 | $381K | Buy |
6,165
+1,336
| +28% | +$82.6K | ﹤0.01% | 2271 |
|
|
2025
Q1 | $288K | Sell |
4,829
-1,524
| -24% | -$90.9K | ﹤0.01% | 2335 |
|
|
2024
Q4 | $397K | Sell |
6,353
-34
| -0.5% | -$2.13K | ﹤0.01% | 2071 |
|
|
2024
Q3 | $398K | Buy |
6,387
+202
| +3% | +$12.6K | ﹤0.01% | 2004 |
|
|
2024
Q2 | $357K | Sell |
6,185
-65
| -1% | -$3.75K | ﹤0.01% | 1989 |
|
|
2024
Q1 | $381K | Sell |
6,250
-66
| -1% | -$4.02K | ﹤0.01% | 1951 |
|
|
2023
Q4 | $362K | Sell |
6,316
-73
| -1% | -$4.18K | ﹤0.01% | 1940 |
|
|
2023
Q3 | $324K | Sell |
6,389
-200
| -3% | -$10.1K | ﹤0.01% | 1877 |
|
|
2023
Q2 | $349K | Buy |
6,589
+2
| +0% | +$106 | ﹤0.01% | 1848 |
|
|
2023
Q1 | $328K | Sell |
6,587
-118,726
| -95% | -$5.91M | ﹤0.01% | 1627 |
|
|
2022
Q4 | $6.09M | Buy |
125,313
+3,643
| +3% | +$177K | 0.04% | 431 |
|
|
2022
Q3 | $5.35M | Buy |
121,670
+112,127
| +1,175% | +$4.93M | 0.04% | 422 |
|
|
2022
Q2 | $439K | Buy |
9,543
+342
| +4% | +$15.7K | ﹤0.01% | 1478 |
|
|
2022
Q1 | $503K | Sell |
9,201
-344
| -4% | -$18.8K | ﹤0.01% | 1444 |
|
|
2021
Q4 | $537K | Sell |
9,545
-449
| -4% | -$25.3K | ﹤0.01% | 1366 |
|
|
2021
Q3 | $520K | Buy |
9,994
+67
| +0.7% | +$3.49K | ﹤0.01% | 1327 |
|
|
2021
Q2 | $520K | Buy |
9,927
+92
| +0.9% | +$4.82K | ﹤0.01% | 1307 |
|
|
2021
Q1 | $501K | Buy |
9,835
+16
| +0.2% | +$815 | ﹤0.01% | 1266 |
|
|
2020
Q4 | $427K | Sell |
9,819
-794
| -7% | -$34.5K | ﹤0.01% | 1239 |
|
|
2020
Q3 | $363K | Sell |
10,613
-1,690
| -14% | -$57.8K | ﹤0.01% | 1196 |
|
|
2020
Q2 | $401K | Sell |
12,303
-6,306
| -34% | -$206K | 0.01% | 1096 |
|
|
2020
Q1 | $492K | Sell |
18,609
-5,705
| -23% | -$151K | 0.01% | 876 |
|
|
2019
Q4 | $1.02M | Sell |
24,314
-2,537
| -9% | -$107K | 0.01% | 713 |
|
|
2019
Q3 | $1.06M | Sell |
26,851
-137,324
| -84% | -$5.42M | 0.02% | 647 |
|
|
2019
Q2 | $6.57M | Buy |
164,175
+4,918
| +3% | +$197K | 0.09% | 228 |
|
|
2019
Q1 | $6.27M | Buy |
159,257
+5,188
| +3% | +$204K | 0.1% | 218 |
|
|
2018
Q4 | $5.28M | Buy |
154,069
+5,618
| +4% | +$193K | 0.1% | 228 |
|
|
2018
Q3 | $6.14M | Buy |
148,451
+16,950
| +13% | +$701K | 0.1% | 209 |
|
|
2018
Q2 | $5.28M | Buy |
131,501
+7,019
| +6% | +$282K | 0.12% | 186 |
|
|
2018
Q1 | $4.82M | Buy |
124,482
+7,765
| +7% | +$300K | 0.1% | 191 |
|
|
2017
Q4 | $4.63M | Buy |
116,717
+8,424
| +8% | +$334K | 0.09% | 199 |
|
|
2017
Q3 | $4.03M | Buy |
108,293
+12,167
| +13% | +$453K | 0.08% | 205 |
|
|
2017
Q2 | $3.44M | Buy |
+96,126
| New | +$3.44M | 0.07% | 229 |
|