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 |
|