Marietta Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-110,078	Closed	-$4.63M	–	115
2019 Q4	$4.63M	Sell	110,078 -3,236	-3%	-$132K	1.53%	18
2019 Q3	$4.47M	Buy	113,314 +4,951	+5%	+$194K	1.63%	13
2019 Q2	$4.33M	Buy	108,363 +5,473	+5%	+$217K	1.69%	14
2019 Q1	$4.05M	Sell	102,890 -7,392	-7%	-$286K	1.66%	13
2018 Q4	$3.78M	Sell	110,282 -26,521	-19%	-$997K	1.81%	12
2018 Q3	$5.66M	Sell	136,803 -1,470	-1%	-$61K	2.5%	5
2018 Q2	$5.55M	Buy	138,273 +8,450	+7%	+$335K	2.71%	5
2018 Q1	$5.02M	Buy	129,823 +3,592	+3%	+$143K	2.63%	6
2017 Q4	$5.01M	Buy	126,231 +5,108	+4%	+$196K	2.71%	4
2017 Q3	$4.51M	Buy	121,123 +21,874	+22%	+$787K	2.52%	4
2017 Q2	$3.55M	Buy	99,249 +4,659	+5%	+$165K	2.16%	6
2017 Q1	$3.34M	Buy	94,590 +19,749	+26%	+$692K	2.21%	6
2016 Q4	$2.56M	Buy	+74,841	New	+$2.45M	2.05%	4