Oakworth Capital’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	$37.2K	Hold	554	–	–	﹤0.01%	490
2025 Q4	$37K	Hold	554	–	–	﹤0.01%	476
2025 Q3	$36.5K	Hold	554	–	–	﹤0.01%	480
2025 Q2	$34.2K	Hold	554	–	–	﹤0.01%	388
2025 Q1	$33K	Hold	554	–	–	﹤0.01%	409
2024 Q4	$34.6K	Hold	554	–	–	﹤0.01%	401
2024 Q3	$34.5K	Hold	554	–	–	﹤0.01%	403
2024 Q2	$32K	Hold	554	–	–	﹤0.01%	396
2024 Q1	$33.8K	Hold	554	–	–	﹤0.01%	365
2023 Q4	$31.8K	Hold	554	–	–	﹤0.01%	371
2023 Q3	$28.1K	Hold	554	–	–	﹤0.01%	359
2023 Q2	$29.3K	Hold	554	–	–	﹤0.01%	360
2023 Q1	$27.6K	Hold	554	–	–	﹤0.01%	353
2022 Q4	$26.9K	Hold	554	–	–	﹤0.01%	339
2022 Q3	$24K	Hold	554	–	–	﹤0.01%	368
2022 Q2	$25K	Hold	554	–	–	﹤0.01%	366
2022 Q1	$30K	Hold	554	–	–	﹤0.01%	350
2021 Q4	$31K	Buy	+554	New	+$30.5K	﹤0.01%	376