WhitTier Trust Company’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 | $55.6K | Hold |
900
| – | – | ﹤0.01% | 758 |
|
2025
Q1 | $53.6K | Hold |
900
| – | – | ﹤0.01% | 751 |
|
2024
Q4 | $56.3K | Hold |
900
| – | – | ﹤0.01% | 727 |
|
2024
Q3 | $56.1K | Hold |
900
| – | – | ﹤0.01% | 723 |
|
2024
Q2 | $52K | Hold |
900
| – | – | ﹤0.01% | 696 |
|
2024
Q1 | $54.9K | Hold |
900
| – | – | ﹤0.01% | 668 |
|
2023
Q4 | $51.6K | Hold |
900
| – | – | ﹤0.01% | 675 |
|
2023
Q3 | $45.7K | Hold |
900
| – | – | ﹤0.01% | 664 |
|
2023
Q2 | $47.6K | Hold |
900
| – | – | ﹤0.01% | 687 |
|
2023
Q1 | $44.8K | Buy |
+900
| New | +$44.8K | ﹤0.01% | 684 |
|