Meristem Family Wealth’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
Q1 | $381K | Hold |
6,975
| – | – | 0.04% | 226 |
|
|
2021
Q4 | $393K | Hold |
6,975
| – | – | 0.03% | 259 |
|
|
2021
Q3 | $363K | Hold |
6,975
| – | – | 0.04% | 274 |
|
|
2021
Q2 | $365K | Hold |
6,975
| – | – | 0.06% | 217 |
|
|
2021
Q1 | $355K | Hold |
6,975
| – | – | 0.07% | 166 |
|
|
2020
Q4 | $303K | Hold |
6,975
| – | – | 0.06% | 171 |
|
|
2020
Q3 | $238K | Hold |
6,975
| – | – | 0.06% | 166 |
|
|
2020
Q2 | $227K | Buy |
+6,975
| New | +$227K | 0.06% | 165 |
|
|
2020
Q1 | – | Sell |
-6,975
| Closed | -$294K | – | 197 |
|
|
2019
Q4 | $294K | Hold |
6,975
| – | – | 0.07% | 148 |
|
|
2019
Q3 | $275K | Hold |
6,975
| – | – | 0.07% | 151 |
|
|
2019
Q2 | $279K | Hold |
6,975
| – | – | 0.09% | 125 |
|
|
2019
Q1 | $274K | Hold |
6,975
| – | – | 0.09% | 111 |
|
|
2018
Q4 | $239K | Hold |
6,975
| – | – | 0.09% | 110 |
|
|
2018
Q3 | $288K | Hold |
6,975
| – | – | 0.1% | 107 |
|
|
2018
Q2 | $280K | Buy |
+6,975
| New | +$280K | 0.1% | 107 |
|