Montag & Associates’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
Q2 | – | Sell |
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|
2025
Q1 | $192K | Buy |
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|
2024
Q4 | $201K | Buy |
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|
2024
Q3 | $199K | Buy |
|
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|
2024
Q2 | $184K | Buy |
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|
2024
Q1 | $194K | Buy |
|
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|
2023
Q4 | $182K | Buy |
|
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|
2023
Q3 | $160K | Buy |
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|
2023
Q2 | $167K | Buy |
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|
2023
Q1 | $156K | Buy |
|
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|
2022
Q4 | $152K | Buy |
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|
2022
Q3 | $137K | Buy |
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|
2022
Q2 | $142K | Buy |
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|
2022
Q1 | $169K | Buy |
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|
2021
Q4 | $173K | Buy |
|
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|
2021
Q3 | $160K | Buy |
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|
2021
Q2 | $160K | Buy |
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|
2021
Q1 | $155K | Buy |
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|
2020
Q4 | $132K | Buy |
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