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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $508K | Hold |
7,556
| – | – | 0.12% | 88 |
|
|
2025
Q4 | $505K | Sell |
7,556
-119
| -2% | -$7.86K | 0.13% | 78 |
|
|
2025
Q3 | $506K | Hold |
7,675
| – | – | 0.13% | 79 |
|
|
2025
Q2 | $474K | Hold |
7,675
| – | – | 0.23% | 58 |
|
|
2025
Q1 | $457K | Sell |
7,675
-390
| -5% | -$24.4K | 0.15% | 75 |
|
|
2024
Q4 | $504K | Sell |
8,065
-228
| -3% | -$14.6K | 0.15% | 76 |
|
|
2024
Q3 | $517K | Hold |
8,293
| – | – | 0.15% | 82 |
|
|
2024
Q2 | $479K | Hold |
8,293
| – | – | 0.15% | 86 |
|
|
2024
Q1 | $506K | Sell |
8,293
-250
| -3% | -$14.4K | 0.18% | 75 |
|
|
2023
Q4 | $490K | Hold |
8,543
| – | – | 0.18% | 79 |
|
|
2023
Q3 | $433K | Sell |
8,543
-349
| -4% | -$18.6K | 0.19% | 85 |
|
|
2023
Q2 | $471K | Sell |
8,892
-454
| -5% | -$22.5K | 0.21% | 76 |
|
|
2023
Q1 | $465K | Buy |
9,346
+803
| +9% | +$41.4K | 0.22% | 77 |
|
|
2022
Q4 | $415K | Sell |
8,543
-60,400
| -88% | -$2.94M | 0.22% | 74 |
|
|
2022
Q3 | $3.03M | Sell |
68,943
-10,649
| -13% | -$518K | 1.59% | 14 |
|
|
2022
Q2 | $3.66M | Sell |
79,592
-2,125
| -3% | -$108K | 1.8% | 10 |
|
|
2022
Q1 | $4.47M | Buy |
81,717
+13
| +0% | +$705 | 1.84% | 10 |
|
|
2021
Q4 | $4.6M | Buy |
81,704
+255
| +0.3% | +$14K | 1.87% | 12 |
|
|
2021
Q3 | $4.24M | Buy |
81,449
+2,761
| +4% | +$145K | 1.95% | 11 |
|
|
2021
Q2 | $4.12M | Sell |
78,688
-1,793
| -2% | -$95K | 2.17% | 11 |
|
|
2021
Q1 | $4.1M | Sell |
80,481
-1,906
| -2% | -$91.5K | 2.41% | 9 |
|
|
2020
Q4 | $3.58M | Sell |
82,387
-6,081
| -7% | -$242K | 2.47% | 9 |
|
|
2020
Q3 | $3.02M | Sell |
88,468
-1,305
| -1% | -$44.9K | 2.31% | 9 |
|
|
2020
Q2 | $2.92M | Sell |
89,773
-598
| -0.7% | -$18.2K | 2.36% | 9 |
|
|
2020
Q1 | $2.37M | Sell |
90,371
-2,478
| -3% | -$91.7K | 2.18% | 9 |
|
|
2019
Q4 | $3.91M | Buy |
+92,849
| New | +$3.78M | 2.51% | 8 |
|
Other funds holding EZM
DC
FIM
CPC
IC