Sensible Money’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 | $733K | Sell |
11,866
-180
| -1% | -$11.1K | 0.28% | 29 |
|
|
2025
Q1 | $718K | Hold |
12,046
| – | – | 0.31% | 28 |
|
|
2024
Q4 | $753K | Hold |
12,046
| – | – | 0.33% | 28 |
|
|
2024
Q3 | $751K | Hold |
12,046
| – | – | 0.33% | 28 |
|
|
2024
Q2 | $696K | Sell |
12,046
-3,427
| -22% | -$198K | 0.34% | 29 |
|
|
2024
Q1 | $944K | Hold |
15,473
| – | – | 0.51% | 21 |
|
|
2023
Q4 | $888K | Hold |
15,473
| – | – | 0.53% | 22 |
|
|
2023
Q3 | $785K | Hold |
15,473
| – | – | 0.55% | 22 |
|
|
2023
Q2 | $819K | Hold |
15,473
| – | – | 0.6% | 22 |
|
|
2023
Q1 | $770K | Hold |
15,473
| – | – | 0.66% | 21 |
|
|
2022
Q4 | $752K | Buy |
+15,473
| New | +$752K | 0.8% | 22 |
|