Northwest Capital Management’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 | – | Sell |
-509
| Closed | -$30.3K | – | 383 |
|
|
2025
Q1 | $30.3K | Sell |
509
-1
| -0.2% | -$60 | 0.01% | 225 |
|
|
2024
Q4 | $31.9K | Hold |
510
| – | – | 0.01% | 216 |
|
|
2024
Q3 | $31.8K | Hold |
510
| – | – | 0.01% | 225 |
|
|
2024
Q2 | $29.5K | Hold |
510
| – | – | 0.01% | 221 |
|
|
2024
Q1 | $31.1K | Hold |
510
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $29.3K | Hold |
510
| – | – | 0.01% | 263 |
|
|
2023
Q3 | $25.9K | Hold |
510
| – | – | 0.01% | 256 |
|
|
2023
Q2 | $27K | Buy |
+510
| New | +$27K | 0.01% | 261 |
|