Orgel Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.95M | Buy |
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|
2019
Q3 | $4.33M | Buy |
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|
2019
Q2 | $4.18M | Buy |
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|
2019
Q1 | $3.89M | Buy |
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|
2018
Q4 | $3M | Buy |
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|
2018
Q3 | $2.06M | Buy |
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|
2018
Q2 | $1.81M | Buy |
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|
2018
Q1 | $1.52M | Buy |
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|
2017
Q4 | $1.21M | Buy |
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|
2017
Q3 | $277K | Buy |
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|
2017
Q2 | $239K | Buy |
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|
2017
Q1 | $207K | Buy |
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