Marietta Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-110,078
| Closed | -$4.63M | – | 115 |
|
|
2019
Q4 | $4.63M | Sell |
110,078
-3,236
| -3% | -$136K | 1.53% | 18 |
|
|
2019
Q3 | $4.47M | Buy |
113,314
+4,951
| +5% | +$195K | 1.63% | 13 |
|
|
2019
Q2 | $4.34M | Buy |
108,363
+5,473
| +5% | +$219K | 1.69% | 14 |
|
|
2019
Q1 | $4.05M | Sell |
102,890
-7,392
| -7% | -$291K | 1.66% | 13 |
|
|
2018
Q4 | $3.78M | Sell |
110,282
-26,521
| -19% | -$910K | 1.81% | 12 |
|
|
2018
Q3 | $5.66M | Sell |
136,803
-1,470
| -1% | -$60.8K | 2.5% | 5 |
|
|
2018
Q2 | $5.55M | Buy |
138,273
+8,450
| +7% | +$339K | 2.71% | 5 |
|
|
2018
Q1 | $5.02M | Buy |
129,823
+3,592
| +3% | +$139K | 2.63% | 6 |
|
|
2017
Q4 | $5.01M | Buy |
126,231
+5,108
| +4% | +$203K | 2.71% | 4 |
|
|
2017
Q3 | $4.51M | Buy |
121,123
+21,874
| +22% | +$815K | 2.52% | 4 |
|
|
2017
Q2 | $3.55M | Buy |
99,249
+4,659
| +5% | +$167K | 2.16% | 6 |
|
|
2017
Q1 | $3.34M | Buy |
94,590
+19,749
| +26% | +$697K | 2.21% | 6 |
|
|
2016
Q4 | $2.56M | Buy |
+74,841
| New | +$2.56M | 2.05% | 4 |
|