S.A. Mason’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $401K | Hold |
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|
2025
Q2 | $376K | Hold |
|
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|
2025
Q1 | $362K | Hold |
|
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|
2024
Q4 | $380K | Sell |
|
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|
2024
Q3 | $441K | Hold |
|
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|
2024
Q2 | $409K | Hold |
|
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|
2024
Q1 | $432K | Sell |
|
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|
2023
Q4 | $464K | Hold |
|
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|
2023
Q3 | $410K | Hold |
|
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|
2023
Q2 | $402K | Hold |
|
|||||
|
2023
Q1 | $402K | Hold |
|
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|
2022
Q4 | $393K | Sell |
|
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|
2022
Q3 | $443K | Hold |
|
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|
2022
Q2 | $463K | Hold |
|
|||||
|
2022
Q1 | $551K | Hold |
|
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|
2021
Q4 | $567K | Hold |
|
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|
2021
Q3 | $524K | Hold |
|
|||||
|
2021
Q2 | $528K | Hold |
|
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|
2021
Q1 | $513K | Hold |
|
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|
2020
Q4 | $438K | Hold |
|
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|
2020
Q3 | $345K | Hold |
|
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|
2020
Q2 | $328K | Hold |
|
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|
2020
Q1 | $266K | Hold |
|
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|
2019
Q4 | $424K | Buy |
|