Wealth Enhancement Advisory Services
EZM icon

Wealth Enhancement Advisory Services’s WisdomTree US MidCap Fund EZM Stock Holding History

Wealth Enhancement Advisory Services’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 		$563K Sell
2025
Q1 		$565K Buy
2024
Q4 		$558K Buy
2024
Q3 		$523K Buy
2024
Q2 		$424K Buy
2024
Q1 		$435K Buy
2023
Q4 		$403K Hold
2023
Q3 		$356K Buy