Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.3M | Sell |
54,636
-16,685
| -23% | -$702K | 0.02% | 743 |
|
|
2019
Q3 | $2.81M | Buy |
71,321
+575
| +0.8% | +$22.7K | 0.02% | 626 |
|
|
2019
Q2 | $2.83M | Buy |
70,746
+1,845
| +3% | +$73.8K | 0.02% | 611 |
|
|
2019
Q1 | $2.71M | Sell |
68,901
-17,995
| -21% | -$708K | 0.02% | 604 |
|
|
2018
Q4 | $2.98M | Sell |
86,896
-2,052
| -2% | -$70.4K | 0.03% | 477 |
|
|
2018
Q3 | $3.68M | Buy |
88,948
+22,279
| +33% | +$922K | 0.04% | 425 |
|
|
2018
Q2 | $2.68M | Buy |
66,669
+1,536
| +2% | +$61.7K | 0.04% | 446 |
|
|
2018
Q1 | $2.52M | Buy |
65,133
+6
| +0% | +$232 | 0.03% | 472 |
|
|
2017
Q4 | $2.59M | Buy |
65,127
+7,402
| +13% | +$294K | 0.03% | 472 |
|
|
2017
Q3 | $2.15M | Buy |
57,725
+117
| +0.2% | +$4.36K | 0.03% | 477 |
|
|
2017
Q2 | $2.06M | Sell |
57,608
-29
| -0.1% | -$1.04K | 0.04% | 469 |
|
|
2017
Q1 | $2.03M | Sell |
57,637
-69,983
| -55% | -$2.47M | 0.04% | 458 |
|
|
2016
Q4 | $4.37M | Buy |
127,620
+3,747
| +3% | +$128K | 0.1% | 224 |
|
|
2016
Q3 | $3.95M | Buy |
123,873
+5,472
| +5% | +$175K | 0.1% | 230 |
|
|
2016
Q2 | $3.6M | Buy |
+118,401
| New | +$3.6M | 0.09% | 238 |
|