Gradient Investments’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
2022 Q2	–	Sell	-172	Closed	-$9K	–	1259
2022 Q1	$9K	Buy	+172	New	+$9.33K	﹤0.01%	792
2021 Q2	–	Sell	-48	Closed	-$2K	–	1187
2021 Q1	$2K	Hold	48	–	–	﹤0.01%	999
2020 Q4	$2K	Hold	48	–	–	﹤0.01%	953
2020 Q3	$2K	Hold	48	–	–	﹤0.01%	958
2020 Q2	$2K	Hold	48	–	–	﹤0.01%	878
2020 Q1	$1K	Hold	48	–	–	﹤0.01%	992
2019 Q4	$2K	Hold	48	–	–	﹤0.01%	936
2019 Q3	$2K	Hold	48	–	–	﹤0.01%	923
2019 Q2	$2K	Hold	48	–	–	﹤0.01%	874
2019 Q1	$2K	Hold	48	–	–	﹤0.01%	744
2018 Q4	$2K	Hold	48	–	–	﹤0.01%	818
2018 Q3	$2K	Hold	48	–	–	﹤0.01%	828
2018 Q2	$2K	Hold	48	–	–	﹤0.01%	813
2018 Q1	$2K	Hold	48	–	–	﹤0.01%	818
2017 Q4	$2K	Buy	+48	New	+$1.84K	﹤0.01%	813
2017 Q3	–	Sell	-117	Closed	-$4K	–	381
2017 Q2	$4K	Sell	117 -252	-68%	-$8.94K	﹤0.01%	604
2017 Q1	$13K	Sell	369 -96	-21%	-$3.36K	﹤0.01%	470
2016 Q4	$16K	Hold	465	–	–	﹤0.01%	380
2016 Q3	$15K	Hold	465	–	–	﹤0.01%	395
2016 Q2	$14K	Sell	465 -705	-60%	-$21.4K	﹤0.01%	383
2016 Q1	$35K	Sell	1,170 -39,528	-97%	-$1.1M	﹤0.01%	276
2015 Q4	$1.18M	Sell	40,698 -254,913	-86%	-$7.64M	0.16%	98
2015 Q3	$8.47M	Buy	295,611 +9,312	+3%	+$284K	1.2%	21
2015 Q2	$9.07M	Buy	286,299 +6,477	+2%	+$209K	1.24%	21
2015 Q1	$9M	Buy	+279,822	New	+$8.73M	1.35%	19