Pinnacle Private Wealth’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
$445K Sell
9,674
-1,875
-16% -$86.2K 0.17% 140
2022
Q1
$631K Sell
11,549
-406
-3% -$22.2K 0.2% 117
2021
Q4
$673K Buy
+11,955
New +$673K 0.21% 118