Northeast Financial Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
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|
2025
Q1 | $1.94M | Hold |
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|
2024
Q4 | $2.03M | Hold |
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|
2024
Q3 | $2.03M | Hold |
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|
2024
Q2 | $1.88M | Sell |
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|
2024
Q1 | $2.06M | Hold |
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|
2023
Q4 | $1.93M | Sell |
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|
2023
Q3 | $1.81M | Hold |
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|
2023
Q2 | $1.89M | Buy |
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|
2023
Q1 | $1.68M | Hold |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.56M | Hold |
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|
2022
Q2 | $1.63M | Hold |
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|
2022
Q1 | $1.94M | Hold |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $2.78M | Sell |
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|
2021
Q2 | $3M | Hold |
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|
2021
Q1 | $2.92M | Hold |
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|
2020
Q4 | $2.49M | Sell |
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|
2020
Q3 | $2.06M | Sell |
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|
2020
Q2 | $2.39M | Sell |
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|
2020
Q1 | $3.19M | Sell |
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|
2019
Q4 | $5.16M | Sell |
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|
2019
Q3 | $4.86M | Sell |
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|
2019
Q2 | $5.12M | Sell |
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|
2019
Q1 | $5.88M | Hold |
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|
2018
Q4 | $5.12M | Buy |
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|
2018
Q3 | $3.97M | Buy |
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|
2018
Q2 | $3.61M | Sell |
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|
2018
Q1 | $3.6M | Hold |
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|
2017
Q4 | $3.69M | Sell |
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|
2017
Q3 | $3.71M | Sell |
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|
2017
Q2 | $3.61M | Sell |
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|
2017
Q1 | $3.68M | Hold |
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|
2016
Q4 | $3.57M | Sell |
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|
2016
Q3 | $7.06M | Sell |
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|
2016
Q2 | $7.35M | Sell |
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|
2016
Q1 | $8.02M | Sell |
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|
2015
Q4 | $8.13M | Sell |
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|
2015
Q3 | $9.19M | Buy |
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|
2015
Q2 | $7.99M | Buy |
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|
2015
Q1 | $6.02M | Buy |
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|
2014
Q4 | $2.25M | Buy |
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|
2014
Q3 | $1.93M | Buy |
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|
2014
Q2 | $1.87M | Buy |
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|
2014
Q1 | $1.07M | Buy |
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