Savant Capital’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 | $741K | Hold |
12,000
| – | – | ﹤0.01% | 918 |
|
2025
Q1 | $715K | Sell |
12,000
-450
| -4% | -$26.8K | 0.01% | 870 |
|
2024
Q4 | $778K | Buy |
12,450
+450
| +4% | +$28.1K | 0.01% | 739 |
|
2024
Q3 | $748K | Hold |
12,000
| – | – | 0.01% | 738 |
|
2024
Q2 | $693K | Hold |
12,000
| – | – | 0.01% | 693 |
|
2024
Q1 | $732K | Hold |
12,000
| – | – | 0.01% | 633 |
|
2023
Q4 | $689K | Hold |
12,000
| – | – | 0.01% | 497 |
|
2023
Q3 | $609K | Hold |
12,000
| – | – | 0.01% | 484 |
|
2023
Q2 | $635K | Hold |
12,000
| – | – | 0.01% | 465 |
|
2023
Q1 | $597K | Buy |
+12,000
| New | +$597K | 0.01% | 424 |
|