Stifel Financial’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 | $417K | Sell |
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|
2025
Q2 | $391K | Sell |
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|
2025
Q1 | $461K | Sell |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $475K | Sell |
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|
2024
Q2 | $446K | Hold |
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|
2024
Q1 | $471K | Buy |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $638K | Buy |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $594K | Buy |
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|
2022
Q3 | $214K | Sell |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $677K | Sell |
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|
2021
Q4 | $772K | Buy |
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|
2021
Q3 | $706K | Buy |
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|
2021
Q2 | $653K | Buy |
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|
2021
Q1 | $546K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $368K | Sell |
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|
2019
Q4 | $1.6M | Buy |
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|
2019
Q3 | $1.47M | Buy |
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|
2019
Q2 | $1.43M | Hold |
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|
2019
Q1 | $1.4M | Buy |
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|
2018
Q4 | $994K | Sell |
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|
2018
Q3 | $1.25M | Sell |
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|
2018
Q2 | $1.25M | Hold |
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|
2018
Q1 | $1.21M | Sell |
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|
2017
Q4 | $1.29M | Sell |
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|
2017
Q3 | $1.24M | Sell |
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|
2017
Q2 | $1.22M | Buy |
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|
2017
Q1 | $1.17M | Buy |
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|
2016
Q4 | $630K | Sell |
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|
2016
Q3 | $590K | Buy |
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|
2016
Q2 | $560K | Buy |
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|
2016
Q1 | $524K | Sell |
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|
2015
Q4 | $525K | Buy |
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|
2015
Q3 | $345K | Buy |
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|
2015
Q2 | $251K | Buy |
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