AIM
Advantage Investment Management’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-669
| Closed | -$26K | – | 975 |
|
|
2018
Q1 | $26K | Hold |
669
| – | – | 0.01% | 505 |
|
|
2017
Q4 | $27K | Sell |
669
-673
| -50% | -$27.2K | 0.01% | 517 |
|
|
2017
Q3 | $50K | Sell |
1,342
-594
| -31% | -$22.1K | 0.02% | 390 |
|
|
2017
Q2 | $69K | Sell |
1,936
-1,812
| -48% | -$64.6K | 0.02% | 295 |
|
|
2017
Q1 | $132K | Sell |
3,748
-21,881
| -85% | -$771K | 0.05% | 191 |
|
|
2016
Q4 | $2.63M | Buy |
25,629
+459
| +2% | +$47.1K | 0.97% | 30 |
|
|
2016
Q3 | $2.41M | Sell |
25,170
-1,396
| -5% | -$134K | 0.88% | 28 |
|
|
2016
Q2 | $2.43M | Buy |
26,566
+160
| +0.6% | +$14.6K | 1.14% | 24 |
|
|
2016
Q1 | $2.38M | Buy |
26,406
+1,237
| +5% | +$111K | 1.02% | 23 |
|
|
2015
Q4 | $2.19M | Buy |
25,169
+955
| +4% | +$83.2K | 1.14% | 24 |
|
|
2015
Q3 | $2.08M | Buy |
+24,214
| New | +$2.08M | 1.19% | 20 |
|