Meeder Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,995
| Closed | -$308K | – | 1186 |
|
|
2022
Q3 | $308K | Sell |
6,995
-1,650
| -19% | -$72.7K | 0.02% | 479 |
|
|
2022
Q2 | $397K | Sell |
8,645
-862
| -9% | -$39.6K | 0.02% | 440 |
|
|
2022
Q1 | $520K | Sell |
9,507
-314
| -3% | -$17.2K | 0.03% | 395 |
|
|
2021
Q4 | $553K | Sell |
9,821
-122
| -1% | -$6.87K | 0.06% | 200 |
|
|
2021
Q3 | $517K | Hold |
9,943
| – | – | 0.03% | 424 |
|
|
2021
Q2 | $521K | Buy |
9,943
+1,009
| +11% | +$52.9K | 0.02% | 483 |
|
|
2021
Q1 | $455K | Buy |
8,934
+411
| +5% | +$20.9K | 0.02% | 515 |
|
|
2020
Q4 | $370K | Buy |
8,523
+8,522
| +852,200% | +$370K | 0.08% | 197 |
|
|
2020
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2232 |
|