IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $990K | Sell |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $983K | Hold |
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|
2022
Q1 | $983K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $97K | Sell |
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|
2020
Q1 | $102K | Sell |
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|
2019
Q4 | $181K | Sell |
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|
2019
Q3 | $174K | Buy |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $311K | Sell |
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|
2018
Q3 | $410K | Buy |
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|
2018
Q2 | $269K | Buy |
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|
2018
Q1 | $252K | Hold |
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|
2017
Q4 | $252K | Buy |
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|
2017
Q3 | $195K | Sell |
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|
2017
Q2 | $195K | Sell |
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|
2017
Q1 | $850K | Buy |
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|
2016
Q4 | $780K | Buy |
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|
2016
Q3 | $722K | Sell |
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|
2016
Q2 | $710K | Sell |
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|
2016
Q1 | $352K | Buy |
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|
2015
Q4 | $740K | Buy |
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