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 |
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|
2019
Q4 | $4.63M | Sell |
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|
2019
Q3 | $4.47M | Buy |
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|
2019
Q2 | $4.33M | Buy |
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|
2019
Q1 | $4.05M | Sell |
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|
2018
Q4 | $3.78M | Sell |
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|
2018
Q3 | $5.66M | Sell |
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|
2018
Q2 | $5.55M | Buy |
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|
2018
Q1 | $5.02M | Buy |
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|
2017
Q4 | $5.01M | Buy |
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|
2017
Q3 | $4.51M | Buy |
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|
2017
Q2 | $3.55M | Buy |
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|
2017
Q1 | $3.34M | Buy |
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|
2016
Q4 | $2.56M | Buy |
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