PSI Advisors’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
Q2 | $474K | Hold |
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|
2025
Q1 | $457K | Sell |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $517K | Hold |
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|
2024
Q2 | $479K | Hold |
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|
2024
Q1 | $506K | Sell |
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|
2023
Q4 | $490K | Hold |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $471K | Sell |
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|
2023
Q1 | $465K | Buy |
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|
2022
Q4 | $415K | Sell |
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|
2022
Q3 | $3.03M | Sell |
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|
2022
Q2 | $3.66M | Sell |
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|
2022
Q1 | $4.47M | Buy |
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|
2021
Q4 | $4.6M | Buy |
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|
2021
Q3 | $4.24M | Buy |
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|
2021
Q2 | $4.12M | Sell |
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|
2021
Q1 | $4.1M | Sell |
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|
2020
Q4 | $3.58M | Sell |
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|
2020
Q3 | $3.02M | Sell |
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|
2020
Q2 | $2.92M | Sell |
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|
2020
Q1 | $2.37M | Sell |
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|
2019
Q4 | $3.91M | Buy |
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