B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,386
| Closed | -$262K | – | 1552 |
|
|
2022
Q4 | $262K | Buy |
5,386
+730
| +16% | +$35.5K | 0.01% | 1108 |
|
|
2022
Q3 | $205K | Sell |
4,656
-5
| -0.1% | -$220 | 0.01% | 1217 |
|
|
2022
Q2 | $215K | Sell |
4,661
-28
| -0.6% | -$1.29K | 0.01% | 1021 |
|
|
2022
Q1 | $257K | Sell |
4,689
-223
| -5% | -$12.2K | 0.01% | 1085 |
|
|
2021
Q4 | $277K | Buy |
4,912
+366
| +8% | +$20.6K | 0.01% | 1116 |
|
|
2021
Q3 | $237K | Buy |
4,546
+183
| +4% | +$9.54K | 0.01% | 1158 |
|
|
2021
Q2 | $229K | Sell |
4,363
-213
| -5% | -$11.2K | 0.01% | 1156 |
|
|
2021
Q1 | $234K | Buy |
+4,576
| New | +$234K | 0.01% | 1118 |
|
|
2016
Q4 | – | Sell |
-17,526
| Closed | -$559K | – | 560 |
|
|
2016
Q3 | $559K | Buy |
17,526
+1,908
| +12% | +$60.9K | 0.11% | 227 |
|
|
2016
Q2 | $476K | Buy |
15,618
+1,362
| +10% | +$41.5K | 0.1% | 261 |
|
|
2016
Q1 | $428K | Buy |
14,256
+477
| +3% | +$14.3K | 0.1% | 255 |
|
|
2015
Q4 | $401K | Buy |
13,779
+870
| +7% | +$25.3K | 0.08% | 294 |
|
|
2015
Q3 | $370K | Buy |
12,909
+2,463
| +24% | +$70.6K | 0.09% | 295 |
|
|
2015
Q2 | $331K | Buy |
10,446
+423
| +4% | +$13.4K | 0.08% | 308 |
|
|
2015
Q1 | $323K | Sell |
10,023
-5,142
| -34% | -$166K | 0.08% | 329 |
|
|
2014
Q4 | $468 | Buy |
15,165
+3,009
| +25% | +$93 | 0.01% | 964 |
|
|
2014
Q3 | $354K | Sell |
12,156
-9,006
| -43% | -$262K | 0.09% | 299 |
|
|
2014
Q2 | $333K | Buy |
21,162
+11,562
| +120% | +$182K | 0.08% | 289 |
|
|
2014
Q1 | $284K | Buy |
9,600
+2,235
| +30% | +$66.1K | 0.09% | 278 |
|
|
2013
Q4 | $212K | Buy |
7,365
+2,460
| +50% | +$70.8K | 0.07% | 326 |
|
|
2013
Q3 | $129K | Buy |
+4,905
| New | +$129K | 0.04% | 474 |
|