Quaker Wealth Management’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
$28.2K Buy
+457
New +$28.2K 0.01% 220
2025
Q1
Hold
0
285
2020
Q1
Sell
-18,413
Closed -$775K 44
2019
Q4
$775K Buy
+18,413
New +$775K 0.46% 29