OWM
Orgel Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-158,349
| Closed | -$6.95M | – | 43 |
|
|
2019
Q4 | $6.95M | Buy |
158,349
+48,555
| +44% | +$2.13M | 1.91% | 10 |
|
|
2019
Q3 | $4.33M | Buy |
109,794
+5,200
| +5% | +$205K | 1.63% | 9 |
|
|
2019
Q2 | $4.18M | Buy |
104,594
+5,809
| +6% | +$232K | 1.63% | 7 |
|
|
2019
Q1 | $3.89M | Buy |
98,785
+11,175
| +13% | +$440K | 1.31% | 7 |
|
|
2018
Q4 | $3M | Buy |
87,610
+37,699
| +76% | +$1.29M | 0.91% | 9 |
|
|
2018
Q3 | $2.06M | Buy |
49,911
+4,842
| +11% | +$200K | 0.9% | 8 |
|
|
2018
Q2 | $1.81M | Buy |
45,069
+5,655
| +14% | +$227K | 0.45% | 8 |
|
|
2018
Q1 | $1.53M | Buy |
39,414
+8,833
| +29% | +$342K | 0.38% | 9 |
|
|
2017
Q4 | $1.21M | Buy |
30,581
+23,154
| +312% | +$918K | 0.29% | 9 |
|
|
2017
Q3 | $277K | Buy |
7,427
+759
| +11% | +$28.3K | 0.1% | 21 |
|
|
2017
Q2 | $239K | Buy |
6,668
+808
| +14% | +$29K | 0.09% | 20 |
|
|
2017
Q1 | $207K | Buy |
+5,860
| New | +$207K | 0.09% | 25 |
|