Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,352
| Closed | -$222K | – | 751 |
|
|
2021
Q1 | $222K | Buy |
+4,352
| New | +$222K | 0.02% | 673 |
|
|
2019
Q3 | – | Sell |
-10,400
| Closed | -$416K | – | 485 |
|
|
2019
Q2 | $416K | Buy |
10,400
+29
| +0.3% | +$1.16K | 0.05% | 318 |
|
|
2019
Q1 | $408K | Buy |
10,371
+984
| +10% | +$38.7K | 0.05% | 307 |
|
|
2018
Q4 | $322K | Sell |
9,387
-644
| -6% | -$22.1K | 0.04% | 324 |
|
|
2018
Q3 | $415K | Buy |
10,031
+33
| +0.3% | +$1.37K | 0.05% | 316 |
|
|
2018
Q2 | $402K | Buy |
9,998
+31
| +0.3% | +$1.25K | 0.05% | 304 |
|
|
2018
Q1 | $386K | Buy |
9,967
+17
| +0.2% | +$658 | 0.05% | 306 |
|
|
2017
Q4 | $394K | Buy |
+9,950
| New | +$394K | 0.05% | 296 |
|