William Blair & 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 | $421K | Sell |
6,808
-174
| -2% | -$10.7K | ﹤0.01% | 1146 |
|
|
2025
Q1 | $416K | Buy |
6,982
+1,632
| +31% | +$97.3K | ﹤0.01% | 1137 |
|
|
2024
Q4 | $334K | Buy |
5,350
+4,585
| +599% | +$287K | ﹤0.01% | 1247 |
|
|
2024
Q3 | $47.7K | Hold |
765
| – | – | ﹤0.01% | 1641 |
|
|
2024
Q2 | $44.2K | Hold |
765
| – | – | ﹤0.01% | 1615 |
|
|
2024
Q1 | $46.7K | Hold |
765
| – | – | ﹤0.01% | 1604 |
|
|
2023
Q4 | $43.9K | Hold |
765
| – | – | ﹤0.01% | 1594 |
|
|
2023
Q3 | $38.8K | Hold |
765
| – | – | ﹤0.01% | 1613 |
|
|
2023
Q2 | $40.5K | Hold |
765
| – | – | ﹤0.01% | 1617 |
|
|
2023
Q1 | $38.1K | Hold |
765
| – | – | ﹤0.01% | 1608 |
|
|
2022
Q4 | $37.2K | Hold |
765
| – | – | ﹤0.01% | 1607 |
|
|
2022
Q3 | $34K | Hold |
765
| – | – | ﹤0.01% | 1642 |
|
|
2022
Q2 | $35K | Hold |
765
| – | – | ﹤0.01% | 1669 |
|
|
2022
Q1 | $42K | Hold |
765
| – | – | ﹤0.01% | 1728 |
|
|
2021
Q4 | $43K | Hold |
765
| – | – | ﹤0.01% | 1789 |
|
|
2021
Q3 | $40K | Hold |
765
| – | – | ﹤0.01% | 1702 |
|
|
2021
Q2 | $40K | Hold |
765
| – | – | ﹤0.01% | 1716 |
|
|
2021
Q1 | $39K | Sell |
765
-798
| -51% | -$40.7K | ﹤0.01% | 1687 |
|
|
2020
Q4 | $68K | Hold |
1,563
| – | – | ﹤0.01% | 1591 |
|
|
2020
Q3 | $53K | Hold |
1,563
| – | – | ﹤0.01% | 1499 |
|
|
2020
Q2 | $51K | Hold |
1,563
| – | – | ﹤0.01% | 1441 |
|
|
2020
Q1 | $41K | Sell |
1,563
-589
| -27% | -$15.5K | ﹤0.01% | 1408 |
|
|
2019
Q4 | $91K | Hold |
2,152
| – | – | ﹤0.01% | 1419 |
|
|
2019
Q3 | $85K | Hold |
2,152
| – | – | ﹤0.01% | 1393 |
|
|
2019
Q2 | $86K | Sell |
2,152
-170
| -7% | -$6.79K | ﹤0.01% | 1441 |
|
|
2019
Q1 | $91K | Buy |
2,322
+759
| +49% | +$29.7K | ﹤0.01% | 1411 |
|
|
2018
Q4 | $54K | Hold |
1,563
| – | – | ﹤0.01% | 1372 |
|
|
2018
Q3 | $65K | Hold |
1,563
| – | – | ﹤0.01% | 1421 |
|
|
2018
Q2 | $63K | Hold |
1,563
| – | – | ﹤0.01% | 1384 |
|
|
2018
Q1 | $60K | Buy |
+1,563
| New | +$60K | ﹤0.01% | 1317 |
|