GHP Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
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|
2025
Q1 | $2.43M | Sell |
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|
2024
Q4 | $2.67M | Sell |
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|
2024
Q3 | $2.73M | Sell |
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|
2024
Q2 | $2.54M | Sell |
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|
2024
Q1 | $2.73M | Sell |
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|
2023
Q4 | $2.61M | Sell |
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|
2023
Q3 | $2.31M | Sell |
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|
2023
Q2 | $2.6M | Sell |
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|
2023
Q1 | $2.66M | Sell |
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|
2022
Q4 | $2.71M | Sell |
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|
2022
Q3 | $2.67M | Sell |
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|
2022
Q2 | $2.8M | Sell |
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|
2022
Q1 | $3.46M | Sell |
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|
2021
Q4 | $3.58M | Sell |
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|
2021
Q3 | $3.36M | Sell |
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|
2021
Q2 | $3.46M | Sell |
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|
2021
Q1 | $3.44M | Sell |
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|
2020
Q4 | $2.94M | Buy |
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|
2020
Q3 | $2.06M | Buy |
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|
2020
Q2 | $1.85M | Buy |
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|
2020
Q1 | $1.32M | Buy |
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|
2019
Q4 | $1.78M | Sell |
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|
2019
Q3 | $1.68M | Buy |
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|
2019
Q2 | $1.64M | Sell |
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|
2019
Q1 | $1.62M | Buy |
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|
2018
Q4 | $415K | Buy |
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