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
2026 Q2	$234K	Hold	3,085	–	–	0.03%	479
2026 Q1	$207K	Hold	3,085	–	–	0.02%	596
2025 Q4	$211K	Sell	3,085 -47	-2%	-$3.1K	0.02%	584
2025 Q3	$207K	Buy	+3,132	New	+$202K	0.02%	589
2022 Q3	–	Sell	-4,419	Closed	-$203K	–	895
2022 Q2	$203K	Hold	4,419	–	–	0.03%	601
2022 Q1	$242K	Sell	4,419 -200	-4%	-$10.9K	0.03%	589
2021 Q4	$260K	Hold	4,619	–	–	0.03%	559
2021 Q3	$240K	Hold	4,619	–	–	0.03%	566
2021 Q2	$242K	Hold	4,619	–	–	0.03%	574
2021 Q1	$235K	Sell	4,619 -1,050	-19%	-$50.4K	0.03%	544
2020 Q4	$246K	Buy	+5,669	New	+$225K	0.03%	498
2020 Q3	–	Sell	-11,380	Closed	-$371K	–	598
2020 Q2	$371K	Sell	11,380 -1,784	-14%	-$54.4K	0.06%	323
2020 Q1	$348K	Sell	13,164 -437	-3%	-$16.2K	0.07%	286
2019 Q4	$572K	Hold	13,601	–	–	0.1%	244
2019 Q3	$536K	Sell	13,601 -248	-2%	-$9.71K	0.1%	242
2019 Q2	$554K	Hold	13,849	–	–	0.11%	217
2019 Q1	$545K	Hold	13,849	–	–	0.09%	216
2018 Q4	$475K	Hold	13,849	–	–	0.1%	213
2018 Q3	$573K	Hold	13,849	–	–	0.1%	225
2018 Q2	$556K	Hold	13,849	–	–	0.1%	224
2018 Q1	$536K	Buy	13,849 +935	+7%	+$37.1K	0.1%	227
2017 Q4	$512K	Buy	+12,914	New	+$496K	0.09%	233

Other funds holding EZM