Global Retirement Partners’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
Q3 | $20.4K | Sell |
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2025
Q2 | $32.6K | Buy |
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|
2024
Q4 | $37.1K | Sell |
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|
2024
Q3 | $135K | Sell |
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|
2024
Q2 | $126K | Buy |
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|
2024
Q1 | $54.6K | Hold |
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|
2023
Q4 | $49.7K | Sell |
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|
2023
Q3 | $45K | Hold |
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|
2023
Q2 | $48.5K | Sell |
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|
2023
Q1 | $52.6K | Hold |
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|
2022
Q4 | $53.1K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $140K | Sell |
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|
2020
Q1 | $709K | Hold |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.21M | Hold |
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|
2019
Q1 | $1.19M | Buy |
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|
2018
Q4 | $1.01M | Buy |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $1.03M | Buy |
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