Cerity Partners’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
Q1 | – | Sell |
-5,098
| Closed | -$293K | – | 2300 |
|
|
2023
Q4 | $293K | Buy |
+5,098
| New | +$293K | ﹤0.01% | 1524 |
|
|
2020
Q1 | – | Sell |
-9,000
| Closed | -$379K | – | 468 |
|
|
2019
Q4 | $379K | Buy |
9,000
+300
| +3% | +$12.6K | 0.02% | 383 |
|
|
2019
Q3 | $343K | Sell |
8,700
-8,500
| -49% | -$335K | 0.02% | 375 |
|
|
2019
Q2 | $688K | Buy |
+17,200
| New | +$688K | 0.04% | 285 |
|