Capital Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-72,534
| Closed | -$2.9M | – | 37 |
|
|
2019
Q2 | $2.9M | Sell |
72,534
-3,716
| -5% | -$149K | 2.89% | 13 |
|
|
2019
Q1 | $3M | Sell |
76,250
-4,031
| -5% | -$159K | 3% | 13 |
|
|
2018
Q4 | $2.75M | Sell |
80,281
-3,830
| -5% | -$131K | 3.01% | 13 |
|
|
2018
Q3 | $3.48M | Sell |
84,111
-2,681
| -3% | -$111K | 3.05% | 11 |
|
|
2018
Q2 | $3.49M | Sell |
86,792
-6,210
| -7% | -$249K | 3.17% | 11 |
|
|
2018
Q1 | $3.6M | Buy |
93,002
+2,511
| +3% | +$97.1K | 3.37% | 8 |
|
|
2017
Q4 | $3.59M | Buy |
+90,491
| New | +$3.59M | 3.1% | 11 |
|