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Stock index based on fund manager consensus updated each quarter
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AEPG
American Economic Planning Group’s
WisdomTree US MidCap Fund
EZM
Stock Holding History
American Economic Planning Group’s Portfolio
EZM Stock Details
EZM Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
2019
Q2
$1.13M
Buy
2019
Q1
$959K
Buy
2018
Q4
$747K
Buy
2018
Q3
$890K
Buy
2018
Q2
$817K
Buy
2018
Q1
$703K
Buy
2017
Q4
$617K
Buy
2017
Q3
$526K
Buy
2017
Q2
$448K
Buy
2017
Q1
$389K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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