Sensible Money’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 | $782K | Hold |
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|
2025
Q2 | $733K | Sell |
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|
2025
Q1 | $718K | Hold |
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|
2024
Q4 | $753K | Hold |
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|
2024
Q3 | $751K | Hold |
|
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|
2024
Q2 | $696K | Sell |
|
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|
2024
Q1 | $944K | Hold |
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|
2023
Q4 | $888K | Hold |
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|
2023
Q3 | $785K | Hold |
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|
2023
Q2 | $819K | Hold |
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|
2023
Q1 | $770K | Hold |
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|
2022
Q4 | $752K | Buy |
|