Steward Partners Investment Advisory’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
Q2 | $7.38M | Buy |
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|
2025
Q1 | $6.25M | Buy |
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|
2024
Q4 | $6.38M | Buy |
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|
2024
Q3 | $6.3M | Sell |
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|
2024
Q2 | $5.88M | Buy |
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|
2024
Q1 | $6.14M | Buy |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | $199K | Hold |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $195K | Buy |
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|
2022
Q4 | $182K | Buy |
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|
2022
Q3 | $155K | Hold |
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|
2022
Q2 | $163K | Sell |
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|
2022
Q1 | $232K | Hold |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $159K | Sell |
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|
2021
Q1 | $252K | Buy |
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|
2020
Q4 | $156K | Hold |
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|
2020
Q3 | $123K | Hold |
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|
2020
Q2 | $117K | Buy |
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|
2020
Q1 | $81K | Sell |
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|
2019
Q4 | $303K | Buy |
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|
2019
Q3 | $202K | Buy |
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|
2019
Q2 | $52K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $331K | Sell |
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|
2018
Q2 | $350K | Buy |
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