Oakworth Capital’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 | $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 | +$31K | ﹤0.01% | 376 |
|