Oppenheimer & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-18,217
| Closed | -$594K | – | 1299 |
|
|
2020
Q2 | $594K | Sell |
18,217
-78,812
| -81% | -$2.57M | 0.02% | 735 |
|
|
2020
Q1 | $2.56M | Buy |
97,029
+2,392
| +3% | +$63.2K | 0.08% | 282 |
|
|
2019
Q4 | $3.98M | Buy |
94,637
+18,184
| +24% | +$765K | 0.1% | 225 |
|
|
2019
Q3 | $3.02M | Buy |
76,453
+7,441
| +11% | +$293K | 0.08% | 279 |
|
|
2019
Q2 | $2.76M | Buy |
69,012
+29,427
| +74% | +$1.18M | 0.08% | 309 |
|
|
2019
Q1 | $1.56M | Buy |
39,585
+19,670
| +99% | +$774K | 0.04% | 456 |
|
|
2018
Q4 | $683K | Buy |
+19,915
| New | +$683K | 0.02% | 642 |
|