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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $675K | Sell |
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|
2025
Q2 | $659K | Sell |
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|
2025
Q1 | $673K | Buy |
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|
2024
Q4 | $704K | Sell |
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|
2024
Q3 | $822K | Sell |
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|
2024
Q2 | $789K | Sell |
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|
2024
Q1 | $874K | Sell |
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|
2023
Q4 | $840K | Sell |
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|
2023
Q3 | $764K | Sell |
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|
2023
Q2 | $825K | Sell |
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|
2023
Q1 | $1.9M | Sell |
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|
2022
Q4 | $1.88M | Sell |
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|
2022
Q3 | $1.71M | Sell |
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|
2022
Q2 | $1.81M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.48M | Sell |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $744K | Buy |
|