Naples Global Advisors’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
Q2
Sell
-4,444
Closed -$243K 379
2022
Q1
$243K Sell
4,444
-2,081
-32% -$114K 0.03% 370
2021
Q4
$367K Buy
+6,525
New +$367K 0.04% 318