IA
Insight Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,316
| Closed | -$202K | – | 293 |
|
|
2024
Q1 | $202K | Sell |
3,316
-247
| -7% | -$15.1K | 0.04% | 279 |
|
|
2023
Q4 | $204K | Buy |
+3,563
| New | +$204K | 0.04% | 269 |
|
|
2023
Q3 | – | Sell |
-4,919
| Closed | -$260K | – | 281 |
|
|
2023
Q2 | $260K | Sell |
4,919
-4,803
| -49% | -$254K | 0.06% | 235 |
|
|
2023
Q1 | $484K | Sell |
9,722
-2,726
| -22% | -$136K | 0.11% | 151 |
|
|
2022
Q4 | $603K | Buy |
+12,448
| New | +$603K | 0.21% | 127 |
|