Principle Wealth Partners’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 | $216K | Hold |
3,500
| – | – | 0.01% | 344 |
|
|
2025
Q1 | $209K | Hold |
3,500
| – | – | 0.01% | 329 |
|
|
2024
Q4 | $219K | Hold |
3,500
| – | – | 0.02% | 319 |
|
|
2024
Q3 | $218K | Hold |
3,500
| – | – | 0.02% | 321 |
|
|
2024
Q2 | $202K | Hold |
3,500
| – | – | 0.02% | 322 |
|
|
2024
Q1 | $214K | Hold |
3,500
| – | – | 0.02% | 327 |
|
|
2023
Q4 | $201K | Buy |
+3,500
| New | +$201K | 0.02% | 327 |
|