IHT Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,042
| Closed | -$201K | – | 984 |
|
|
2023
Q1 | $201K | Buy |
+4,042
| New | +$201K | 0.01% | 860 |
|
|
2021
Q3 | – | Sell |
-21,052
| Closed | -$1.1M | – | 862 |
|
|
2021
Q2 | $1.1M | Buy |
21,052
+6,755
| +47% | +$354K | 0.07% | 301 |
|
|
2021
Q1 | $728K | Buy |
+14,297
| New | +$728K | 0.05% | 345 |
|
|
2018
Q2 | – | Sell |
-20,327
| Closed | -$766K | – | 730 |
|
|
2018
Q1 | $766K | Buy |
20,327
+384
| +2% | +$14.5K | 0.21% | 131 |
|
|
2017
Q4 | $805K | Buy |
+19,943
| New | +$805K | 0.21% | 124 |
|