Ruedi 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 | – | Sell |
-159
| Closed | -$9.48K | – | 151 |
|
|
2025
Q1 | $9.48K | Hold |
159
| – | – | ﹤0.01% | 167 |
|
|
2024
Q4 | $9.94K | Hold |
159
| – | – | ﹤0.01% | 164 |
|
|
2024
Q3 | $9.91K | Hold |
159
| – | – | ﹤0.01% | 174 |
|
|
2024
Q2 | $9.19K | Hold |
159
| – | – | ﹤0.01% | 189 |
|
|
2024
Q1 | $9.7K | Buy |
+159
| New | +$9.7K | ﹤0.01% | 166 |
|