SeaCrest Wealth Management’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 | $207K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $203K | Hold |
|
|||||
|
2022
Q1 | $242K | Sell |
|
|||||
|
2021
Q4 | $260K | Hold |
|
|||||
|
2021
Q3 | $240K | Hold |
|
|||||
|
2021
Q2 | $242K | Hold |
|
|||||
|
2021
Q1 | $235K | Sell |
|
|||||
|
2020
Q4 | $246K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $371K | Sell |
|
|||||
|
2020
Q1 | $348K | Sell |
|
|||||
|
2019
Q4 | $572K | Hold |
|
|||||
|
2019
Q3 | $536K | Sell |
|
|||||
|
2019
Q2 | $554K | Hold |
|
|||||
|
2019
Q1 | $545K | Hold |
|
|||||
|
2018
Q4 | $475K | Hold |
|
|||||
|
2018
Q3 | $573K | Hold |
|
|||||
|
2018
Q2 | $556K | Hold |
|
|||||
|
2018
Q1 | $536K | Buy |
|
|||||
|
2017
Q4 | $512K | Buy |
|