Financial Architects (New Jersey)’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $931K | Sell |
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|
2020
Q1 | $2.31M | Sell |
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|
2019
Q4 | $5.12M | Buy |
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|
2019
Q3 | $4.75M | Buy |
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|
2019
Q2 | $4.67M | Sell |
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|
2019
Q1 | $4.63M | Sell |
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|
2018
Q4 | $4.33M | Sell |
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|
2018
Q3 | $5.44M | Sell |
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|
2018
Q2 | $5.34M | Buy |
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|
2018
Q1 | $5.1M | Buy |
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|
2017
Q4 | $5.13M | Buy |
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|
2017
Q3 | $4.73M | Buy |
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|
2017
Q2 | $4.38M | Sell |
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|
2017
Q1 | $6.2M | Buy |
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|
2016
Q4 | $5.7M | Buy |
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|
2016
Q3 | $3.12M | Buy |
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|
2016
Q2 | $2.88M | Buy |
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|
2016
Q1 | $2.68M | Sell |
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|
2015
Q4 | $2.69M | Buy |
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|
2015
Q3 | $2.62M | Buy |
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|
2015
Q2 | $2.87M | Buy |
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|
2015
Q1 | $2.4M | Buy |
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|
2014
Q4 | $1.74M | Buy |
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|
2014
Q3 | $889K | Buy |
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