Sunbelt Securities’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 | – | Sell |
-100
| Closed | -$5.96K | – | 1837 |
|
|
2025
Q1 | $5.96K | Buy |
+100
| New | +$5.96K | ﹤0.01% | 1384 |
|
|
2018
Q2 | – | Sell |
-5,772
| Closed | -$223K | – | 218 |
|
|
2018
Q1 | $223K | Sell |
5,772
-13
| -0.2% | -$502 | 0.2% | 164 |
|
|
2017
Q4 | $230K | Sell |
5,785
-330
| -5% | -$13.1K | 0.22% | 151 |
|
|
2017
Q3 | $228K | Buy |
+6,115
| New | +$228K | 0.24% | 140 |
|