Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-19,346
| Closed | -$1.06M | – | 738 |
|
|
2022
Q1 | $1.06M | Sell |
19,346
-10,995
| -36% | -$601K | 0.17% | 92 |
|
|
2021
Q4 | $1.71M | Buy |
30,341
+2,033
| +7% | +$114K | 0.27% | 79 |
|
|
2021
Q3 | $1.47M | Sell |
28,308
-1,879
| -6% | -$97.7K | 0.24% | 81 |
|
|
2021
Q2 | $1.58M | Buy |
30,187
+18,996
| +170% | +$995K | 0.26% | 82 |
|
|
2021
Q1 | $570K | Hold |
11,191
| – | – | 0.11% | 115 |
|
|
2020
Q4 | $486K | Buy |
11,191
+3,144
| +39% | +$137K | 0.1% | 118 |
|
|
2020
Q3 | $275K | Buy |
+8,047
| New | +$275K | 0.06% | 135 |
|