Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $33K | Hold |
575
| – | – | ﹤0.01% | 1429 |
|
|
2024
Q1 | $35K | Hold |
575
| – | – | ﹤0.01% | 1397 |
|
|
2023
Q4 | $33K | Hold |
575
| – | – | ﹤0.01% | 1361 |
|
|
2023
Q3 | $29K | Hold |
575
| – | – | ﹤0.01% | 1177 |
|
|
2023
Q2 | $30K | Hold |
575
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q1 | $29K | Hold |
575
| – | – | ﹤0.01% | 1203 |
|
|
2022
Q4 | $28K | Hold |
575
| – | – | ﹤0.01% | 1206 |
|
|
2022
Q3 | $25K | Hold |
575
| – | – | ﹤0.01% | 1204 |
|
|
2022
Q2 | $26K | Hold |
575
| – | – | ﹤0.01% | 1182 |
|
|
2022
Q1 | $31K | Hold |
575
| – | – | ﹤0.01% | 1143 |
|
|
2021
Q4 | $32K | Hold |
575
| – | – | ﹤0.01% | 1138 |
|
|
2021
Q3 | $30K | Hold |
575
| – | – | ﹤0.01% | 1142 |
|
|
2021
Q2 | $30K | Hold |
575
| – | – | ﹤0.01% | 1138 |
|
|
2021
Q1 | $29K | Hold |
575
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q4 | $25K | Hold |
575
| – | – | ﹤0.01% | 1114 |
|
|
2020
Q3 | $20K | Hold |
575
| – | – | ﹤0.01% | 1113 |
|
|
2020
Q2 | $19K | Hold |
575
| – | – | ﹤0.01% | 1143 |
|
|
2020
Q1 | $15K | Hold |
575
| – | – | ﹤0.01% | 1153 |
|
|
2019
Q4 | $24K | Sell |
575
-575
| -50% | -$24K | ﹤0.01% | 1174 |
|
|
2019
Q3 | $45K | Buy |
1,150
+575
| +100% | +$22.5K | ﹤0.01% | 955 |
|
|
2019
Q2 | $23K | Buy |
+575
| New | +$23K | ﹤0.01% | 1149 |
|