IDA
Intelligence Driven Advisers’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,408
| Closed | -$339K | – | 84 |
|
|
2020
Q2 | $339K | Sell |
10,408
-12,088
| -54% | -$394K | 0.12% | 70 |
|
|
2020
Q1 | $594K | Sell |
22,496
-19,803
| -47% | -$523K | 0.28% | 49 |
|
|
2019
Q4 | $1.78M | Sell |
42,299
-8,768
| -17% | -$369K | 0.81% | 29 |
|
|
2019
Q3 | $2.01M | Sell |
51,067
-6,637
| -12% | -$262K | 0.95% | 26 |
|
|
2019
Q2 | $2.31M | Sell |
57,704
-1,667
| -3% | -$66.7K | 1.1% | 25 |
|
|
2019
Q1 | $2.34M | Buy |
59,371
+11,305
| +24% | +$445K | 1.28% | 22 |
|
|
2018
Q4 | $1.65M | Buy |
+48,066
| New | +$1.65M | 1.04% | 31 |
|