Oxler Private Wealth’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	$596K	Sell	8,873 -397	-4%	-$27.4K	0.19%	58
2025 Q4	$619K	Sell	9,270 -969	-9%	-$64K	0.18%	58
2025 Q3	$675K	Sell	10,239 -437	-4%	-$28.2K	0.2%	54
2025 Q2	$659K	Sell	10,676 -623	-6%	-$36.7K	0.21%	55
2025 Q1	$673K	Buy	11,299 +33	+0.3%	+$2.06K	0.24%	52
2024 Q4	$704K	Sell	11,266 -1,920	-15%	-$123K	0.23%	53
2024 Q3	$822K	Sell	13,186 -459	-3%	-$27.5K	0.29%	48
2024 Q2	$789K	Sell	13,645 -674	-5%	-$39.4K	0.29%	48
2024 Q1	$874K	Sell	14,319 -312	-2%	-$17.9K	0.34%	48
2023 Q4	$840K	Sell	14,631 -430	-3%	-$22.2K	0.7%	26
2023 Q3	$764K	Sell	15,061 -520	-3%	-$27.7K	0.38%	52
2023 Q2	$825K	Sell	15,581 -22,712	-59%	-$1.13M	0.39%	53
2023 Q1	$1.9M	Sell	38,293 -273	-0.7%	-$14.1K	0.94%	30
2022 Q4	$1.88M	Sell	38,566 -210	-0.5%	-$10.2K	1.01%	31
2022 Q3	$1.71M	Sell	38,776 -494	-1%	-$24K	0.95%	28
2022 Q2	$1.81M	Buy	39,270 +12,508	+47%	+$634K	0.87%	34
2022 Q1	$1.46M	Buy	26,762 +385	+1%	+$20.9K	0.66%	44
2021 Q4	$1.48M	Sell	26,377 -219	-0.8%	-$12K	0.62%	50
2021 Q3	$1.38M	Buy	26,596 +4,820	+22%	+$254K	0.61%	49
2021 Q2	$1.14M	Sell	21,776 -465	-2%	-$24.6K	0.5%	57
2021 Q1	$1.13M	Buy	22,241 +5,100	+30%	+$245K	0.57%	49
2020 Q4	$744K	Buy	+17,141	New	+$681K	0.42%	54