NewEdge Advisors’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 | $343K | Sell |
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2025
Q1 | $422K | Sell |
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|
2024
Q4 | $497K | Sell |
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $547K | Buy |
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|
2024
Q1 | $527K | Buy |
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|
2023
Q4 | $8.61K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $43.8K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $260K | Sell |
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|
2020
Q3 | $1.83M | Buy |
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|
2020
Q2 | $1.73M | Buy |
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|
2020
Q1 | $1.18M | Buy |
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|
2019
Q4 | $1.81M | Sell |
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|
2019
Q3 | $1.72M | Sell |
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|
2019
Q2 | $1.76M | Sell |
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|
2019
Q1 | $1.76M | Buy |
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|
2018
Q4 | $1.5K | Sell |
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|
2018
Q3 | $1.94M | Buy |
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|
2018
Q2 | $1.78K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $5.89K | Buy |
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