Joel Isaacson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,000
| Closed | -$238K | – | 197 |
|
|
2017
Q4 | $238K | Hold |
6,000
| – | – | 0.04% | 174 |
|
|
2017
Q3 | $223K | Hold |
6,000
| – | – | 0.04% | 170 |
|
|
2017
Q2 | $215K | Hold |
6,000
| – | – | 0.04% | 166 |
|
|
2017
Q1 | $212K | Hold |
6,000
| – | – | 0.04% | 161 |
|
|
2016
Q4 | $205K | Hold |
6,000
| – | – | 0.04% | 152 |
|
|
2016
Q3 | $191K | Hold |
6,000
| – | – | 0.04% | 167 |
|
|
2016
Q2 | $183K | Hold |
6,000
| – | – | 0.04% | 170 |
|
|
2016
Q1 | $180K | Hold |
6,000
| – | – | 0.04% | 174 |
|
|
2015
Q4 | $174K | Hold |
6,000
| – | – | 0.04% | 164 |
|
|
2015
Q3 | $172K | Hold |
6,000
| – | – | 0.05% | 161 |
|
|
2015
Q2 | $190K | Buy |
+6,000
| New | +$190K | 0.05% | 170 |
|