Raymond James Trust’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
2024
Q3
$348K Hold
2024
Q2
$322K Hold
2024
Q1
$340K Hold
2023
Q4
$320K Sell
2023
Q3
$299K Hold
2023
Q2
$312K Buy
2023
Q1
$272K Sell
2022
Q4
$391K Buy
2020
Q1
Sell
2019
Q4
$218K Buy