Team Financial Group’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 | $432K | Sell |
7,001
-1,399
| -17% | -$86.4K | 0.21% | 28 |
|
|
2025
Q1 | $501K | Sell |
8,400
-4,499
| -35% | -$268K | 0.29% | 23 |
|
|
2024
Q4 | $806K | Sell |
12,899
-5,354
| -29% | -$335K | 0.46% | 22 |
|
|
2024
Q3 | $1.14M | Sell |
18,253
-4,528
| -20% | -$282K | 0.68% | 18 |
|
|
2024
Q2 | $1.32M | Buy |
22,781
+1,145
| +5% | +$66.2K | 0.85% | 18 |
|
|
2024
Q1 | $1.32M | Buy |
21,636
+971
| +5% | +$59.2K | 0.89% | 17 |
|
|
2023
Q4 | $1.19M | Buy |
20,665
+2,855
| +16% | +$164K | 0.85% | 17 |
|
|
2023
Q3 | $904K | Buy |
+17,810
| New | +$904K | 0.75% | 17 |
|