Unified Investment Management’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	$233K	Buy	3,771 +1	+0%	+$62	0.25%	110
2025 Q1	$225K	Sell	3,770 -2,548	-40%	-$152K	0.27%	106
2024 Q4	$395K	Buy	+6,318	New	+$395K	0.45%	80