Great Point Wealth 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
Q1 | $3.57M | Sell |
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|
2024
Q4 | $3.82M | Sell |
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|
2024
Q3 | $4.11M | Sell |
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|
2024
Q2 | $3.92M | Sell |
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|
2024
Q1 | $4.39M | Sell |
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|
2023
Q4 | $9.03M | Sell |
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|
2023
Q3 | $9.03M | Sell |
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|
2023
Q2 | $9.78M | Sell |
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|
2023
Q1 | $9.66M | Sell |
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|
2022
Q4 | $10M | Sell |
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|
2022
Q3 | $10.1M | Sell |
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|
2022
Q2 | $11.2M | Sell |
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|
2022
Q1 | $17.3M | Sell |
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|
2021
Q4 | $20M | Buy |
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|
2021
Q3 | $17.3M | Buy |
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|
2021
Q2 | $14.2M | Buy |
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|
2021
Q1 | $11.5M | Buy |
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|
2020
Q4 | $3.58M | Buy |
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|
2020
Q3 | $1.61M | Hold |
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|
2020
Q2 | $1.61M | Buy |
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|
2020
Q1 | $958K | Buy |
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