Private Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $356K | Hold |
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|
2019
Q3 | $334K | Hold |
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|
2019
Q2 | $339K | Sell |
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|
2019
Q1 | $341K | Hold |
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|
2018
Q4 | $297K | Buy |
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|
2018
Q3 | $315K | Hold |
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|
2018
Q2 | $306K | Sell |
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|
2018
Q1 | $309K | Sell |
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|
2017
Q4 | $329K | Sell |
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|
2017
Q3 | $502K | Hold |
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|
2017
Q2 | $482K | Buy |
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|
2017
Q1 | $387K | Sell |
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|
2016
Q4 | $580K | Hold |
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|
2016
Q3 | $541K | Hold |
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|
2016
Q2 | $516K | Sell |
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|
2016
Q1 | $689K | Sell |
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|
2015
Q4 | $754K | Hold |
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|
2015
Q3 | $743K | Hold |
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|
2015
Q2 | $822K | Hold |
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|
2015
Q1 | $835K | Sell |
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|
2014
Q4 | $826K | Hold |
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|
2014
Q3 | $781K | Hold |
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|
2014
Q2 | $825K | Hold |
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|
2014
Q1 | $793K | Sell |
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|
2013
Q4 | $988K | Buy |
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|
2013
Q3 | $819K | Sell |
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|
2013
Q2 | $782K | Buy |
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