EWM
Evercore Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,020
| Closed | -$256K | – | 431 |
|
|
2021
Q1 | $256K | Buy |
+5,020
| New | +$256K | 0.01% | 389 |
|
|
2018
Q1 | – | Sell |
-2,661
| Closed | -$106K | – | 492 |
|
|
2017
Q4 | $106K | Hold |
2,661
| – | – | ﹤0.01% | 451 |
|
|
2017
Q3 | $99K | Buy |
+2,661
| New | +$99K | ﹤0.01% | 463 |
|
|
2015
Q4 | – | Sell |
-275
| Closed | -$24K | – | 1027 |
|
|
2015
Q3 | $24K | Hold |
275
| – | – | ﹤0.01% | 707 |
|
|
2015
Q2 | $26K | Buy |
+275
| New | +$26K | ﹤0.01% | 744 |
|