Retirement Design & Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Retirement Design & Management’s Portfolio EZM Stock Details EZM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell
2016 Q2	$709K	Sell
2016 Q1	$719K	Sell
2015 Q4	$765K	Buy
2015 Q3	$224K	Hold
2015 Q2	$247K	Sell
2015 Q1	$268K	Hold
2014 Q4	$257K	Buy