CreativeOne Wealth’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
Q1 | – | Sell |
-9,554
| Closed | -$402K | – | 202 |
|
|
2019
Q4 | $402K | Sell |
9,554
-11,715
| -55% | -$493K | 0.07% | 126 |
|
|
2019
Q3 | $839K | Sell |
21,269
-14,715
| -41% | -$580K | 0.16% | 68 |
|
|
2019
Q2 | $1.44M | Buy |
35,984
+485
| +1% | +$19.4K | 0.3% | 52 |
|
|
2019
Q1 | $1.4M | Buy |
35,499
+6,221
| +21% | +$245K | 0.36% | 35 |
|
|
2018
Q4 | $1M | Buy |
+29,278
| New | +$1M | 0.34% | 39 |
|