Oxler Private Wealth’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 | $659K | Sell |
10,676
-623
| -6% | -$38.5K | 0.21% | 55 |
|
|
2025
Q1 | $673K | Buy |
11,299
+33
| +0.3% | +$1.97K | 0.24% | 52 |
|
|
2024
Q4 | $704K | Sell |
11,266
-1,920
| -15% | -$120K | 0.23% | 53 |
|
|
2024
Q3 | $822K | Sell |
13,186
-459
| -3% | -$28.6K | 0.29% | 48 |
|
|
2024
Q2 | $789K | Sell |
13,645
-674
| -5% | -$39K | 0.29% | 48 |
|
|
2024
Q1 | $874K | Sell |
14,319
-312
| -2% | -$19K | 0.34% | 48 |
|
|
2023
Q4 | $840K | Sell |
14,631
-430
| -3% | -$24.7K | 0.7% | 26 |
|
|
2023
Q3 | $764K | Sell |
15,061
-520
| -3% | -$26.4K | 0.38% | 52 |
|
|
2023
Q2 | $825K | Sell |
15,581
-22,712
| -59% | -$1.2M | 0.39% | 53 |
|
|
2023
Q1 | $1.9M | Sell |
38,293
-273
| -0.7% | -$13.6K | 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% | -$21.7K | 0.95% | 28 |
|
|
2022
Q2 | $1.81M | Buy |
39,270
+12,508
| +47% | +$575K | 0.87% | 34 |
|
|
2022
Q1 | $1.46M | Buy |
26,762
+385
| +1% | +$21K | 0.66% | 44 |
|
|
2021
Q4 | $1.48M | Sell |
26,377
-219
| -0.8% | -$12.3K | 0.62% | 50 |
|
|
2021
Q3 | $1.38M | Buy |
26,596
+4,820
| +22% | +$251K | 0.61% | 49 |
|
|
2021
Q2 | $1.14M | Sell |
21,776
-465
| -2% | -$24.3K | 0.5% | 57 |
|
|
2021
Q1 | $1.13M | Buy |
22,241
+5,100
| +30% | +$260K | 0.57% | 49 |
|
|
2020
Q4 | $744K | Buy |
+17,141
| New | +$744K | 0.42% | 54 |
|