GPWA
Great Point Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.57M | Sell |
59,905
-1,191
| -2% | -$71K | 0.77% | 25 |
|
|
2024
Q4 | $3.82M | Sell |
61,096
-4,807
| -7% | -$300K | 0.83% | 24 |
|
|
2024
Q3 | $4.11M | Sell |
65,903
-1,844
| -3% | -$115K | 0.88% | 25 |
|
|
2024
Q2 | $3.92M | Sell |
67,747
-4,199
| -6% | -$243K | 0.9% | 24 |
|
|
2024
Q1 | $4.39M | Sell |
71,946
-85,336
| -54% | -$5.21M | 1.02% | 23 |
|
|
2023
Q4 | $9.03M | Sell |
157,282
-20,708
| -12% | -$1.19M | 2.35% | 15 |
|
|
2023
Q3 | $9.03M | Sell |
177,990
-6,810
| -4% | -$346K | 2.71% | 15 |
|
|
2023
Q2 | $9.78M | Sell |
184,800
-9,399
| -5% | -$498K | 2.94% | 10 |
|
|
2023
Q1 | $9.66M | Sell |
194,199
-11,872
| -6% | -$591K | 3.06% | 12 |
|
|
2022
Q4 | $10M | Sell |
206,071
-24,162
| -10% | -$1.17M | 3.36% | 9 |
|
|
2022
Q3 | $10.1M | Sell |
230,233
-14,132
| -6% | -$622K | 3.78% | 8 |
|
|
2022
Q2 | $11.2M | Sell |
244,365
-71,172
| -23% | -$3.27M | 3.98% | 8 |
|
|
2022
Q1 | $17.3M | Sell |
315,537
-38,951
| -11% | -$2.13M | 5.38% | 8 |
|
|
2021
Q4 | $20M | Buy |
354,488
+21,607
| +6% | +$1.22M | 6.11% | 7 |
|
|
2021
Q3 | $17.3M | Buy |
332,881
+62,357
| +23% | +$3.24M | 5.95% | 8 |
|
|
2021
Q2 | $14.2M | Buy |
270,524
+45,152
| +20% | +$2.37M | 4.95% | 9 |
|
|
2021
Q1 | $11.5M | Buy |
225,372
+143,104
| +174% | +$7.29M | 4.39% | 9 |
|
|
2020
Q4 | $3.58M | Buy |
82,268
+32,970
| +67% | +$1.43M | 1.53% | 16 |
|
|
2020
Q3 | $1.61M | Hold |
49,298
| – | – | 0.83% | 18 |
|
|
2020
Q2 | $1.61M | Buy |
49,298
+13,037
| +36% | +$425K | 0.83% | 18 |
|
|
2020
Q1 | $958K | Buy |
+36,261
| New | +$958K | 0.8% | 24 |
|