First Horizon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-425
| Closed | -$22.5K | – | 2434 |
|
|
2023
Q2 | $22.5K | Buy |
425
+2
| +0.5% | +$106 | ﹤0.01% | 1221 |
|
|
2023
Q1 | $21.1K | Buy |
423
+1
| +0.2% | +$50 | ﹤0.01% | 1244 |
|
|
2022
Q4 | $20.6K | Buy |
422
+2
| +0.5% | +$97 | ﹤0.01% | 1245 |
|
|
2022
Q3 | $18K | Buy |
420
+2
| +0.5% | +$86 | ﹤0.01% | 1269 |
|
|
2022
Q2 | $19K | Buy |
+418
| New | +$19K | ﹤0.01% | 1304 |
|
|
2022
Q1 | – | Sell |
-614
| Closed | -$34K | – | 1887 |
|
|
2021
Q4 | $34K | Buy |
614
+1
| +0.2% | +$55 | ﹤0.01% | 1081 |
|
|
2021
Q3 | $31K | Buy |
613
+3
| +0.5% | +$152 | ﹤0.01% | 1101 |
|
|
2021
Q2 | $31K | Sell |
610
-187
| -23% | -$9.5K | ﹤0.01% | 948 |
|
|
2021
Q1 | $40K | Hold |
797
| – | – | ﹤0.01% | 825 |
|
|
2020
Q4 | $34K | Buy |
797
+6
| +0.8% | +$256 | ﹤0.01% | 723 |
|
|
2020
Q3 | $27K | Buy |
+791
| New | +$27K | ﹤0.01% | 724 |
|