Daido Life Insurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-391,964
| Closed | -$15.5M | – | 14 |
|
|
2019
Q3 | $15.5M | Buy |
391,964
+47,438
| +14% | +$1.87M | 1.19% | 9 |
|
|
2019
Q2 | $13.8M | Hold |
344,526
| – | – | 1.01% | 13 |
|
|
2019
Q1 | $13.6M | Hold |
344,526
| – | – | 1.09% | 13 |
|
|
2018
Q4 | $11.8M | Hold |
344,526
| – | – | 1.11% | 12 |
|
|
2018
Q3 | $14.3M | Hold |
344,526
| – | – | 1.19% | 14 |
|
|
2018
Q2 | $13.8M | Buy |
344,526
+225,313
| +189% | +$9.05M | 1.06% | 11 |
|
|
2018
Q1 | $4.61M | Buy |
+119,213
| New | +$4.61M | 0.45% | 10 |
|