FDx Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,131
| Closed | -$363K | – | 1263 |
|
|
2017
Q2 | $363K | Buy |
+10,131
| New | +$363K | 0.01% | 908 |
|
|
2016
Q3 | – | Sell |
-9,021
| Closed | -$275K | – | 914 |
|
|
2016
Q2 | $275K | Buy |
9,021
+249
| +3% | +$7.59K | 0.01% | 768 |
|
|
2016
Q1 | $263K | Sell |
8,772
-78
| -0.9% | -$2.34K | 0.01% | 773 |
|
|
2015
Q4 | $257K | Sell |
8,850
-6,948
| -44% | -$202K | 0.01% | 765 |
|
|
2015
Q3 | $452K | Sell |
15,798
-477
| -3% | -$13.7K | 0.04% | 486 |
|
|
2015
Q2 | $515K | Sell |
16,275
-225
| -1% | -$7.12K | 0.03% | 566 |
|
|
2015
Q1 | $531K | Buy |
+16,500
| New | +$531K | 0.01% | 916 |
|
|
2014
Q4 | – | Sell |
-10,851
| Closed | -$317K | – | 909 |
|
|
2014
Q3 | $317K | Buy |
+10,851
| New | +$317K | 0.02% | 762 |
|