Truist 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 | $25.7M | Sell |
416,759
-17,623
| -4% | -$1.09M | 0.04% | 343 |
|
|
2025
Q1 | $25.9M | Sell |
434,382
-14,219
| -3% | -$847K | 0.04% | 326 |
|
|
2024
Q4 | $28M | Sell |
448,601
-29,623
| -6% | -$1.85M | 0.04% | 320 |
|
|
2024
Q3 | $29.8M | Sell |
478,224
-19,866
| -4% | -$1.24M | 0.05% | 315 |
|
|
2024
Q2 | $28.8M | Sell |
498,090
-24,897
| -5% | -$1.44M | 0.04% | 328 |
|
|
2024
Q1 | $31.9M | Sell |
522,987
-13,573
| -3% | -$828K | 0.05% | 316 |
|
|
2023
Q4 | $30.8M | Sell |
536,560
-26,168
| -5% | -$1.5M | 0.05% | 312 |
|
|
2023
Q3 | $28.6M | Sell |
562,728
-64,478
| -10% | -$3.27M | 0.05% | 320 |
|
|
2023
Q2 | $33.2M | Sell |
627,206
-23,554
| -4% | -$1.25M | 0.06% | 301 |
|
|
2023
Q1 | $32.4M | Sell |
650,760
-17,227
| -3% | -$857K | 0.06% | 298 |
|
|
2022
Q4 | $32.5M | Sell |
667,987
-1,229
| -0.2% | -$59.8K | 0.06% | 291 |
|
|
2022
Q3 | $29.4M | Sell |
669,216
-40,757
| -6% | -$1.79M | 0.06% | 291 |
|
|
2022
Q2 | $32.6M | Sell |
709,973
-44,913
| -6% | -$2.06M | 0.06% | 287 |
|
|
2022
Q1 | $41.3M | Sell |
754,886
-18,041
| -2% | -$987K | 0.07% | 265 |
|
|
2021
Q4 | $43.5M | Sell |
772,927
-19,202
| -2% | -$1.08M | 0.07% | 270 |
|
|
2021
Q3 | $41.2M | Sell |
792,129
-159,945
| -17% | -$8.32M | 0.07% | 266 |
|
|
2021
Q2 | $49.9M | Sell |
952,074
-201,729
| -17% | -$10.6M | 0.08% | 235 |
|
|
2021
Q1 | $58.8M | Sell |
1,153,803
-113,566
| -9% | -$5.78M | 0.1% | 206 |
|
|
2020
Q4 | $55.1M | Sell |
1,267,369
-201,834
| -14% | -$8.77M | 0.11% | 203 |
|
|
2020
Q3 | $50.2M | Sell |
1,469,203
-233,810
| -14% | -$7.99M | 0.11% | 193 |
|
|
2020
Q2 | $55.5M | Sell |
1,703,013
-154,088
| -8% | -$5.02M | 0.12% | 179 |
|
|
2020
Q1 | $49.1M | Sell |
1,857,101
-203,995
| -10% | -$5.39M | 0.13% | 168 |
|
|
2019
Q4 | $86.8M | Buy |
+2,061,096
| New | +$86.8M | 0.18% | 131 |
|