Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.81M | Sell |
68,893
-32,133
| -32% | -$1.31M | 0.02% | 715 |
|
|
2019
Q3 | $3.99M | Sell |
101,026
-449
| -0.4% | -$17.7K | 0.03% | 546 |
|
|
2019
Q2 | $4.06M | Sell |
101,475
-1,855
| -2% | -$74.2K | 0.03% | 519 |
|
|
2019
Q1 | $4.07M | Sell |
103,330
-16,809
| -14% | -$662K | 0.03% | 496 |
|
|
2018
Q4 | $4.12M | Buy |
120,139
+548
| +0.5% | +$18.8K | 0.04% | 427 |
|
|
2018
Q3 | $4.95M | Buy |
119,591
+12,346
| +12% | +$510K | 0.04% | 394 |
|
|
2018
Q2 | $4.14M | Hold |
107,245
| – | – | 0.04% | 415 |
|
|
2018
Q1 | $4.14M | Buy |
107,245
+10,565
| +11% | +$408K | 0.04% | 415 |
|
|
2017
Q4 | $3.84M | Buy |
96,680
+611
| +0.6% | +$24.2K | 0.04% | 436 |
|
|
2017
Q3 | $3.58M | Buy |
96,069
+1,751
| +2% | +$65.2K | 0.04% | 410 |
|
|
2017
Q2 | $3.38M | Buy |
94,318
+22,115
| +31% | +$792K | 0.04% | 398 |
|
|
2017
Q1 | $2.55M | Buy |
72,203
+3,092
| +4% | +$109K | 0.03% | 482 |
|
|
2016
Q4 | $2.36M | Buy |
69,111
+6,537
| +10% | +$223K | 0.03% | 457 |
|
|
2016
Q3 | $2M | Sell |
62,574
-1,230
| -2% | -$39.2K | 0.03% | 506 |
|
|
2016
Q2 | $1.94M | Buy |
63,804
+18,801
| +42% | +$573K | 0.03% | 477 |
|
|
2016
Q1 | $1.35M | Sell |
45,003
-22,782
| -34% | -$684K | 0.02% | 569 |
|
|
2015
Q4 | $1.97M | Buy |
67,785
+3,057
| +5% | +$88.8K | 0.04% | 422 |
|
|
2015
Q3 | $1.85M | Buy |
64,728
+1,812
| +3% | +$51.9K | 0.04% | 406 |
|
|
2015
Q2 | $1.99M | Buy |
62,916
+699
| +1% | +$22.1K | 0.04% | 431 |
|
|
2015
Q1 | $2M | Buy |
62,217
+16,410
| +36% | +$528K | 0.04% | 426 |
|
|
2014
Q4 | $1.42M | Sell |
45,807
-10,458
| -19% | -$323K | 0.03% | 459 |
|
|
2014
Q3 | $1.64M | Buy |
56,265
+10,986
| +24% | +$321K | 0.04% | 342 |
|
|
2014
Q2 | $1.4M | Buy |
45,279
+7,428
| +20% | +$229K | 0.04% | 399 |
|
|
2014
Q1 | $1.12M | Buy |
37,851
+5,847
| +18% | +$173K | 0.03% | 421 |
|
|
2013
Q4 | $923K | Buy |
32,004
+8,916
| +39% | +$257K | 0.03% | 471 |
|
|
2013
Q3 | $606K | Buy |
23,088
+5,814
| +34% | +$153K | 0.02% | 585 |
|
|
2013
Q2 | $414K | Buy |
+17,274
| New | +$414K | 0.01% | 697 |
|