Wealth Enhancement Advisory Services’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 | $563K | Sell |
8,842
-631
| -7% | -$40.2K | ﹤0.01% | 2127 |
|
|
2025
Q1 | $565K | Buy |
9,473
+545
| +6% | +$32.5K | ﹤0.01% | 1960 |
|
|
2024
Q4 | $558K | Buy |
8,928
+545
| +7% | +$34.1K | ﹤0.01% | 1897 |
|
|
2024
Q3 | $523K | Buy |
8,383
+1,043
| +14% | +$65K | ﹤0.01% | 1795 |
|
|
2024
Q2 | $424K | Buy |
7,340
+217
| +3% | +$12.5K | ﹤0.01% | 1742 |
|
|
2024
Q1 | $435K | Buy |
7,123
+108
| +2% | +$6.59K | ﹤0.01% | 1671 |
|
|
2023
Q4 | $403K | Hold |
7,015
| – | – | ﹤0.01% | 1636 |
|
|
2023
Q3 | $356K | Buy |
+7,015
| New | +$356K | ﹤0.01% | 1629 |
|