Synovus Financial’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 | $5.08M | Sell |
82,203
-7,069
| -8% | -$437K | 0.06% | 188 |
|
2025
Q1 | $5.32M | Buy |
89,272
+5,605
| +7% | +$334K | 0.07% | 169 |
|
2024
Q4 | $5.23M | Sell |
83,667
-1,207
| -1% | -$75.5K | 0.07% | 175 |
|
2024
Q3 | $5.29M | Buy |
84,874
+5,885
| +7% | +$367K | 0.06% | 202 |
|
2024
Q2 | $4.56M | Buy |
78,989
+6,931
| +10% | +$401K | 0.06% | 201 |
|
2024
Q1 | $4.4M | Buy |
72,058
+7,840
| +12% | +$478K | 0.06% | 206 |
|
2023
Q4 | $3.69M | Sell |
64,218
-56,001
| -47% | -$3.21M | 0.05% | 215 |
|
2023
Q3 | $6.1M | Buy |
120,219
+62,838
| +110% | +$3.19M | 0.07% | 157 |
|
2023
Q2 | $3.04M | Buy |
57,381
+3,726
| +7% | +$197K | 0.03% | 275 |
|
2023
Q1 | $2.67M | Buy |
53,655
+8,231
| +18% | +$409K | 0.03% | 287 |
|
2022
Q4 | $2.21M | Buy |
45,424
+4,707
| +12% | +$229K | 0.03% | 325 |
|
2022
Q3 | $1.79M | Sell |
40,717
-981
| -2% | -$43.1K | 0.02% | 332 |
|
2022
Q2 | $1.92M | Buy |
41,698
+4,571
| +12% | +$210K | 0.02% | 325 |
|
2022
Q1 | $2.03M | Buy |
37,127
+7,065
| +24% | +$387K | 0.02% | 328 |
|
2021
Q4 | $1.69M | Buy |
30,062
+11,978
| +66% | +$674K | 0.02% | 354 |
|
2021
Q3 | $939K | Buy |
18,084
+1,978
| +12% | +$103K | 0.01% | 452 |
|
2021
Q2 | $841K | Buy |
16,106
+4,196
| +35% | +$219K | 0.01% | 480 |
|
2021
Q1 | $607K | Sell |
11,910
-2,641
| -18% | -$135K | 0.01% | 509 |
|
2020
Q4 | $634K | Sell |
14,551
-1,077
| -7% | -$46.9K | 0.01% | 492 |
|
2020
Q3 | $535K | Buy |
15,628
+3,573
| +30% | +$122K | 0.01% | 474 |
|
2020
Q2 | $393K | Buy |
12,055
+3,354
| +39% | +$109K | 0.01% | 518 |
|
2020
Q1 | $231K | Buy |
8,701
+1,952
| +29% | +$51.8K | ﹤0.01% | 729 |
|
2019
Q4 | $285K | Buy |
6,749
+1,644
| +32% | +$69.4K | ﹤0.01% | 606 |
|
2019
Q3 | $201K | Buy |
5,105
+4,500
| +744% | +$177K | ﹤0.01% | 651 |
|
2019
Q2 | $24K | Buy |
+605
| New | +$24K | ﹤0.01% | 985 |
|
2017
Q3 | – | Sell |
-1,320
| Closed | -$47K | – | 619 |
|
2017
Q2 | $47K | Buy |
+1,320
| New | +$47K | ﹤0.01% | 660 |
|