Waverly Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Waverly Advisors’s Portfolio EZM Stock Details EZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$780K	Sell
2025 Q1	$885K	Sell
2024 Q4	$959K	Sell
2024 Q3	$968K	Sell
2024 Q2	$934K	Sell
2024 Q1	$1M	Buy