GA
Gateway Advisory’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-89,441
| Closed | -$7.79M | – | 41 |
|
|
2015
Q4 | $7.79M | Sell |
89,441
-10,719
| -11% | -$934K | 3.57% | 9 |
|
|
2015
Q3 | $8.61M | Sell |
100,160
-2,436
| -2% | -$209K | 4.08% | 8 |
|
|
2015
Q2 | $9.75M | Sell |
102,596
-1,094
| -1% | -$104K | 4.29% | 7 |
|
|
2015
Q1 | $10M | Buy |
103,690
+322
| +0.3% | +$31.1K | 4.44% | 7 |
|
|
2014
Q4 | $9.58M | Buy |
103,368
+27,688
| +37% | +$2.57M | 4.31% | 7 |
|
|
2014
Q3 | $6.62M | Buy |
75,680
+1,197
| +2% | +$105K | 3.04% | 11 |
|
|
2014
Q2 | $6.89M | Buy |
74,483
+1,585
| +2% | +$147K | 3.18% | 10 |
|
|
2014
Q1 | $6.48M | Buy |
+72,898
| New | +$6.48M | 3.13% | 10 |
|