Sargent Investment Group’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
Q2 | $474K | Sell |
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|
2025
Q1 | $465K | Hold |
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|
2024
Q4 | $485K | Buy |
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|
2024
Q3 | $356K | Hold |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $343K | Hold |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $396K | Hold |
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|
2022
Q2 | $391K | Hold |
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|
2022
Q1 | $465K | Hold |
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|
2021
Q4 | $478K | Hold |
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|
2021
Q3 | $442K | Hold |
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|
2021
Q2 | $445K | Sell |
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|
2021
Q1 | $443K | Hold |
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|
2020
Q4 | $378K | Sell |
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|
2020
Q3 | $320K | Sell |
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|
2020
Q2 | $369K | Sell |
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|
2020
Q1 | $389K | Sell |
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|
2019
Q4 | $758K | Sell |
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|
2019
Q3 | $876K | Buy |
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|
2019
Q2 | $795K | Sell |
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|
2019
Q1 | $1.58M | Buy |
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|
2018
Q4 | $1.03M | Buy |
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