Placemark Investments’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $1.9M | Buy |
61,371
+84
| +0.1% | +$2.6K | 0.03% | 588 |
|
2014
Q3 | $1.79M | Buy |
61,287
+4,218
| +7% | +$123K | 0.03% | 590 |
|
2014
Q2 | $1.76M | Buy |
57,069
+291
| +0.5% | +$8.96K | 0.03% | 619 |
|
2014
Q1 | $1.68M | Sell |
56,778
-186
| -0.3% | -$5.51K | 0.03% | 604 |
|
2013
Q4 | $1.64M | Buy |
56,964
+5,226
| +10% | +$151K | 0.03% | 635 |
|
2013
Q3 | $1.36M | Buy |
51,738
+31,707
| +158% | +$832K | 0.03% | 663 |
|
2013
Q2 | $481K | Buy |
+20,031
| New | +$481K | 0.01% | 1049 |
|