BOK Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,116
| Closed | -$222K | – | 919 |
|
|
2020
Q4 | $222K | Buy |
+5,116
| New | +$222K | ﹤0.01% | 846 |
|
|
2020
Q1 | – | Sell |
-5,116
| Closed | -$215K | – | 860 |
|
|
2019
Q4 | $215K | Hold |
5,116
| – | – | ﹤0.01% | 868 |
|
|
2019
Q3 | $202K | Hold |
5,116
| – | – | ﹤0.01% | 855 |
|
|
2019
Q2 | $205K | Hold |
5,116
| – | – | ﹤0.01% | 855 |
|
|
2019
Q1 | $201K | Buy |
+5,116
| New | +$201K | ﹤0.01% | 864 |
|
|
2018
Q4 | – | Sell |
-5,116
| Closed | -$212K | – | 899 |
|
|
2018
Q3 | $212K | Hold |
5,116
| – | – | 0.01% | 866 |
|
|
2018
Q2 | $206K | Buy |
+5,116
| New | +$206K | 0.01% | 864 |
|