GIA
GHP Investment Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
40,137
-637
| -2% | -$39.3K | 0.11% | 202 |
|
|
2025
Q1 | $2.43M | Sell |
40,774
-1,879
| -4% | -$112K | 0.12% | 206 |
|
|
2024
Q4 | $2.67M | Sell |
42,653
-1,186
| -3% | -$74.1K | 0.12% | 204 |
|
|
2024
Q3 | $2.73M | Sell |
43,839
-31
| -0.1% | -$1.93K | 0.13% | 206 |
|
|
2024
Q2 | $2.54M | Sell |
43,870
-866
| -2% | -$50K | 0.13% | 203 |
|
|
2024
Q1 | $2.73M | Sell |
44,736
-740
| -2% | -$45.2K | 0.14% | 205 |
|
|
2023
Q4 | $2.61M | Sell |
45,476
-1,516
| -3% | -$87K | 0.14% | 196 |
|
|
2023
Q3 | $2.31M | Sell |
46,992
-997
| -2% | -$49K | 0.14% | 201 |
|
|
2023
Q2 | $2.6M | Sell |
47,989
-5,425
| -10% | -$294K | 0.15% | 197 |
|
|
2023
Q1 | $2.66M | Sell |
53,414
-2,377
| -4% | -$118K | 0.17% | 181 |
|
|
2022
Q4 | $2.71M | Sell |
55,791
-4,901
| -8% | -$238K | 0.18% | 178 |
|
|
2022
Q3 | $2.67M | Sell |
60,692
-238
| -0.4% | -$10.5K | 0.2% | 166 |
|
|
2022
Q2 | $2.8M | Sell |
60,930
-2,427
| -4% | -$112K | 0.21% | 164 |
|
|
2022
Q1 | $3.46M | Sell |
63,357
-204
| -0.3% | -$11.2K | 0.23% | 150 |
|
|
2021
Q4 | $3.58M | Sell |
63,561
-956
| -1% | -$53.8K | 0.25% | 134 |
|
|
2021
Q3 | $3.36M | Sell |
64,517
-1,488
| -2% | -$77.4K | 0.27% | 127 |
|
|
2021
Q2 | $3.46M | Sell |
66,005
-1,511
| -2% | -$79.2K | 0.28% | 126 |
|
|
2021
Q1 | $3.44M | Sell |
67,516
-52
| -0.1% | -$2.65K | 0.3% | 121 |
|
|
2020
Q4 | $2.94M | Buy |
67,568
+7,213
| +12% | +$313K | 0.28% | 122 |
|
|
2020
Q3 | $2.06M | Buy |
60,355
+3,634
| +6% | +$124K | 0.23% | 134 |
|
|
2020
Q2 | $1.85M | Buy |
56,721
+6,757
| +14% | +$220K | 0.23% | 141 |
|
|
2020
Q1 | $1.32M | Buy |
49,964
+7,690
| +18% | +$203K | 0.2% | 145 |
|
|
2019
Q4 | $1.78M | Sell |
42,274
-264
| -0.6% | -$11.1K | 0.19% | 151 |
|
|
2019
Q3 | $1.68M | Buy |
42,538
+1,563
| +4% | +$61.7K | 0.21% | 145 |
|
|
2019
Q2 | $1.64M | Sell |
40,975
-297
| -0.7% | -$11.9K | 0.2% | 148 |
|
|
2019
Q1 | $1.62M | Buy |
41,272
+29,155
| +241% | +$1.15M | 0.21% | 145 |
|
|
2018
Q4 | $415K | Buy |
+12,117
| New | +$415K | 0.06% | 228 |
|