B. Riley Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $257K | Sell |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $237K | Buy |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $234K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $559K | Buy |
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|
2016
Q2 | $476K | Buy |
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|
2016
Q1 | $428K | Buy |
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|
2015
Q4 | $401K | Buy |
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|
2015
Q3 | $370K | Buy |
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|
2015
Q2 | $331K | Buy |
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|
2015
Q1 | $323K | Sell |
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|
2014
Q4 | $468 | Buy |
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|
2014
Q3 | $354K | Sell |
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|
2014
Q2 | $333K | Buy |
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|
2014
Q1 | $284K | Buy |
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|
2013
Q4 | $212K | Buy |
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|
2013
Q3 | $129K | Buy |
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