Meristem Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $381K | Hold |
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|
2021
Q4 | $393K | Hold |
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|
2021
Q3 | $363K | Hold |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $355K | Hold |
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|
2020
Q4 | $303K | Hold |
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|
2020
Q3 | $238K | Hold |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $294K | Hold |
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|
2019
Q3 | $275K | Hold |
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|
2019
Q2 | $279K | Hold |
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|
2019
Q1 | $274K | Hold |
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|
2018
Q4 | $239K | Hold |
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|
2018
Q3 | $288K | Hold |
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|
2018
Q2 | $280K | Buy |
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