Bartlett & Co’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
2020
Q4
Sell
-165
Closed -$6K 1165
2020
Q3
$6K Hold
165
﹤0.01% 717
2020
Q2
$5K Hold
165
﹤0.01% 735
2020
Q1
$4K Buy
+165
New +$4K ﹤0.01% 736
2019
Q3
$7K Hold
165
﹤0.01% 758
2019
Q2
$7K Hold
165
﹤0.01% 608
2019
Q1
$6K Hold
165
﹤0.01% 605
2018
Q4
$6K Hold
165
﹤0.01% 611
2018
Q3
$7K Hold
165
﹤0.01% 621
2018
Q2
$7K Hold
165
﹤0.01% 613
2018
Q1
$6K Hold
165
﹤0.01% 645
2017
Q4
$7K Hold
165
﹤0.01% 608
2017
Q3
$6K Hold
165
﹤0.01% 606
2017
Q2
$6K Hold
165
﹤0.01% 613
2017
Q1
$6K Hold
165
﹤0.01% 629
2016
Q4
$6K Hold
165
﹤0.01% 626
2016
Q3
$5K Hold
165
﹤0.01% 632
2016
Q2
$5K Hold
165
﹤0.01% 643
2016
Q1
$5K Hold
165
﹤0.01% 640
2015
Q4
$5K Hold
165
﹤0.01% 656
2015
Q3
$5K Hold
165
﹤0.01% 657
2015
Q2
$5K Hold
165
﹤0.01% 664
2015
Q1
$5K Hold
165
﹤0.01% 659
2014
Q4
$5K Hold
165
﹤0.01% 676
2014
Q3
$5K Hold
165
﹤0.01% 638
2014
Q2
$5K Buy
+165
New +$5K ﹤0.01% 659