Northwestern Mutual Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $703K | Sell |
10,465
-80
| -0.8% | -$5.53K | ﹤0.01% | 1453 |
|
|
2025
Q4 | $704K | Buy |
10,545
+196
| +2% | +$12.9K | ﹤0.01% | 1411 |
|
|
2025
Q3 | $682K | Buy |
10,349
+729
| +8% | +$47.1K | ﹤0.01% | 1363 |
|
|
2025
Q2 | $594K | Sell |
9,620
-141
| -1% | -$8.3K | ﹤0.01% | 1333 |
|
|
2025
Q1 | $582K | Buy |
9,761
+261
| +3% | +$16.3K | ﹤0.01% | 1283 |
|
|
2024
Q4 | $594K | Sell |
9,500
-879
| -8% | -$56.3K | ﹤0.01% | 1269 |
|
|
2024
Q3 | $647K | Sell |
10,379
-22
| -0.2% | -$1.32K | ﹤0.01% | 1222 |
|
|
2024
Q2 | $601K | Buy |
10,401
+709
| +7% | +$41.5K | ﹤0.01% | 1192 |
|
|
2024
Q1 | $591K | Sell |
9,692
-214
| -2% | -$12.3K | ﹤0.01% | 1188 |
|
|
2023
Q4 | $568K | Buy |
9,906
+5
| +0.1% | +$258 | ﹤0.01% | 1154 |
|
|
2023
Q3 | $502K | Sell |
9,901
-977
| -9% | -$52K | ﹤0.01% | 1155 |
|
|
2023
Q2 | $576K | Buy |
10,878
+25
| +0.2% | +$1.24K | ﹤0.01% | 1108 |
|
|
2023
Q1 | $540K | Buy |
10,853
+918
| +9% | +$47.4K | ﹤0.01% | 1097 |
|
|
2022
Q4 | $483K | Buy |
9,935
+1,576
| +19% | +$76.8K | ﹤0.01% | 1108 |
|
|
2022
Q3 | $367K | Buy |
8,359
+137
| +2% | +$6.67K | ﹤0.01% | 1181 |
|
|
2022
Q2 | $378K | Sell |
8,222
-497
| -6% | -$25.2K | ﹤0.01% | 1164 |
|
|
2022
Q1 | $476K | Buy |
8,719
+116
| +1% | +$6.29K | ﹤0.01% | 1097 |
|
|
2021
Q4 | $485K | Buy |
8,603
+4
| +0% | +$220 | ﹤0.01% | 1090 |
|
|
2021
Q3 | $448K | Buy |
8,599
+267
| +3% | +$14.1K | ﹤0.01% | 1036 |
|
|
2021
Q2 | $436K | Buy |
8,332
+513
| +7% | +$27.2K | ﹤0.01% | 1034 |
|
|
2021
Q1 | $398K | Sell |
7,819
-1,507
| -16% | -$72.3K | ﹤0.01% | 1003 |
|
|
2020
Q4 | $405K | Buy |
9,326
+1,224
| +15% | +$48.6K | ﹤0.01% | 901 |
|
|
2020
Q3 | $277K | Sell |
8,102
-7,820
| -49% | -$269K | ﹤0.01% | 926 |
|
|
2020
Q2 | $519K | Sell |
15,922
-10,131
| -39% | -$309K | ﹤0.01% | 707 |
|
|
2020
Q1 | $688K | Sell |
26,053
-25,968
| -50% | -$961K | ﹤0.01% | 558 |
|
|
2019
Q4 | $2.19M | Sell |
52,021
-3,197
| -6% | -$130K | 0.01% | 381 |
|
|
2019
Q3 | $2.18M | Buy |
55,218
+1,466
| +3% | +$57.4K | 0.01% | 361 |
|
|
2019
Q2 | $2.15M | Buy |
53,752
+3,010
| +6% | +$119K | 0.01% | 360 |
|
|
2019
Q1 | $2M | Buy |
50,742
+4,273
| +9% | +$165K | 0.01% | 364 |
|
|
2018
Q4 | $1.59M | Buy |
46,469
+40,254
| +648% | +$1.51M | 0.01% | 373 |
|
|
2018
Q3 | $257K | Buy |
6,215
+930
| +18% | +$38.6K | ﹤0.01% | 744 |
|
|
2018
Q2 | $212K | Hold |
5,285
| – | – | ﹤0.01% | 756 |
|
|
2018
Q1 | $204K | Hold |
5,285
| – | – | ﹤0.01% | 733 |
|
|
2017
Q4 | $210K | Hold |
5,285
| – | – | ﹤0.01% | 715 |
|
|
2017
Q3 | $197K | Sell |
5,285
-2,364
| -31% | -$85.1K | ﹤0.01% | 686 |
|
|
2017
Q2 | $274K | Buy |
7,649
+1,085
| +17% | +$38.5K | ﹤0.01% | 607 |
|
|
2017
Q1 | $232K | Sell |
6,564
-297
| -4% | -$10.4K | ﹤0.01% | 618 |
|
|
2016
Q4 | $235K | Buy |
+6,861
| New | +$225K | ﹤0.01% | 610 |
|
|
2016
Q3 | – | Sell |
-4,350
| Closed | -$132K | – | 611 |
|
|
2016
Q2 | $132K | Buy |
4,350
+3,150
| +263% | +$95.5K | ﹤0.01% | 657 |
|
|
2016
Q1 | $36K | Hold |
1,200
| – | – | ﹤0.01% | 997 |
|
|
2015
Q4 | $35K | Hold |
1,200
| – | – | ﹤0.01% | 863 |
|
|
2015
Q3 | $34K | Hold |
1,200
| – | – | ﹤0.01% | 788 |
|
|
2015
Q2 | $38K | Buy |
+1,200
| New | +$38.7K | ﹤0.01% | 728 |
|
|
2014
Q3 | – | Sell |
-207
| Closed | -$6K | – | 1359 |
|
|
2014
Q2 | $6K | Buy |
+207
| New | +$6.14K | ﹤0.01% | 982 |
|
Other funds holding EZM
DC
FIM
CPC
IC