Western Wealth 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 | $857K | Sell |
13,867
-2,451
| -15% | -$151K | 0.05% | 304 |
|
|
2025
Q1 | $973K | Sell |
16,318
-96
| -0.6% | -$5.72K | 0.06% | 257 |
|
|
2024
Q4 | $1.03M | Sell |
16,414
-204
| -1% | -$12.8K | 0.07% | 240 |
|
|
2024
Q3 | $1.04M | Buy |
16,618
+103
| +0.6% | +$6.42K | 0.06% | 302 |
|
|
2024
Q2 | $954K | Sell |
16,515
-188
| -1% | -$10.9K | 0.07% | 239 |
|
|
2024
Q1 | $1.02M | Buy |
16,703
+256
| +2% | +$15.6K | 0.08% | 229 |
|
|
2023
Q4 | $944K | Buy |
+16,447
| New | +$944K | 0.07% | 287 |
|