RVW Wealth’s WisdomTree US MidCap Fund EZM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Sell	16,313 -1,245	-7%	-$76.9K	0.09%	71
2025 Q1	$1.05M	Sell	17,558 -59	-0.3%	-$3.52K	0.1%	65
2024 Q4	$1.1M	Hold	17,617	–	–	0.1%	61
2024 Q3	$1.1M	Hold	17,617	–	–	0.1%	63
2024 Q2	$1.02M	Sell	17,617 -1,648	-9%	-$95.2K	0.1%	60
2024 Q1	$1.18M	Sell	19,265 -1,089	-5%	-$66.5K	0.12%	59
2023 Q4	$1.17M	Sell	20,354 -429	-2%	-$24.6K	0.13%	62
2023 Q3	$1.05M	Hold	20,783	–	–	0.13%	64
2023 Q2	$1.1M	Sell	20,783 -817	-4%	-$43.3K	0.13%	68
2023 Q1	$1.07M	Sell	21,600 -163	-0.7%	-$8.11K	0.13%	71
2022 Q4	$1.06M	Sell	21,763 -777	-3%	-$37.8K	0.13%	73
2022 Q3	$991K	Sell	22,540 -1,153	-5%	-$50.7K	0.14%	73
2022 Q2	$1.09M	Sell	23,693 -1,141	-5%	-$52.4K	0.15%	73
2022 Q1	$1.36M	Hold	24,834	–	–	0.16%	65
2021 Q4	$1.4M	Sell	24,834 -2,055	-8%	-$116K	0.16%	62
2021 Q3	$1M	Sell	26,889 -3,020	-10%	-$112K	0.12%	66
2021 Q2	$2M	Sell	29,909 -1,671	-5%	-$112K	0.25%	45
2021 Q1	$2M	Sell	31,580 -21,420	-40%	-$1.36M	0.26%	45
2020 Q4	$2M	Sell	53,000 -15	-0%	-$566	0.29%	44
2020 Q3	$1.81M	Sell	53,015 -1,580	-3%	-$54K	0.31%	47
2020 Q2	$1.78M	Sell	54,595 -221,897	-80%	-$7.23M	0.33%	46
2020 Q1	$7.31M	Sell	276,492 -484,844	-64%	-$12.8M	1.71%	20
2019 Q4	$32M	Buy	761,336 +10,327	+1%	+$435K	7.01%	2
2019 Q3	$29.6M	Sell	751,009 -73,607	-9%	-$2.9M	7.05%	2
2019 Q2	$33M	Buy	824,616 +28,208	+4%	+$1.13M	7.86%	2
2019 Q1	$31.3M	Buy	+796,408	New	+$31.3M	8%	2