Per Stirling Capital Management’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 | $633K | Sell |
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|
2025
Q2 | $601K | Sell |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $623K | Buy |
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|
2024
Q3 | $621K | Buy |
|
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|
2024
Q2 | $576K | Sell |
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|
2024
Q1 | $644K | Buy |
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|
2023
Q4 | $606K | Buy |
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|
2023
Q3 | $536K | Buy |
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|
2023
Q2 | $559K | Sell |
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|
2023
Q1 | $530K | Sell |
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|
2022
Q4 | $568K | Buy |
|