NBC Securities’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 | $17K | Hold |
289
| – | – | ﹤0.01% | 1769 |
|
|
2025
Q1 | $17K | Buy |
+289
| New | +$17K | ﹤0.01% | 1545 |
|
|
2024
Q4 | – | Sell |
-289
| Closed | -$18K | – | 1518 |
|
|
2024
Q3 | $18K | Buy |
289
+1
| +0.3% | +$62 | ﹤0.01% | 1542 |
|
|
2024
Q2 | $16K | Hold |
288
| – | – | ﹤0.01% | 1526 |
|
|
2024
Q1 | $17K | Hold |
288
| – | – | ﹤0.01% | 1506 |
|
|
2023
Q4 | $16K | Buy |
288
+2
| +0.7% | +$111 | ﹤0.01% | 1553 |
|
|
2023
Q3 | $14K | Buy |
+286
| New | +$14K | ﹤0.01% | 1589 |
|