Pacific Sun Financial’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 | $718K | Sell |
|
|||||
|
2025
Q2 | $677K | Hold |
|
|||||
|
2025
Q1 | $653K | Sell |
|
|||||
|
2024
Q4 | $700K | Hold |
|
|||||
|
2024
Q3 | $698K | Hold |
|
|||||
|
2024
Q2 | $647K | Sell |
|
|||||
|
2024
Q1 | $691K | Hold |
|
|||||
|
2023
Q4 | $650K | Buy |
|
|||||
|
2023
Q3 | $567K | Sell |
|
|||||
|
2023
Q2 | $563K | Buy |
|
|||||
|
2022
Q4 | $549K | Hold |
|
|||||
|
2022
Q3 | $497K | Sell |
|
|||||
|
2022
Q2 | $523K | Hold |
|
|||||
|
2022
Q1 | $622K | Hold |
|
|||||
|
2021
Q4 | $640K | Sell |
|
|||||
|
2021
Q3 | $605K | Buy |
|
|||||
|
2020
Q3 | $547K | Sell |
|
|||||
|
2020
Q2 | $526K | Hold |
|
|||||
|
2020
Q1 | $427K | Sell |
|
|||||
|
2019
Q4 | $682K | Hold |
|
|||||
|
2019
Q3 | $639K | Buy |
|
|||||
|
2019
Q2 | $636K | Buy |
|
|||||
|
2018
Q2 | $629K | Hold |
|
|||||
|
2018
Q1 | $586K | Buy |
|