SBK Financial’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
Sell
-3,990
Closed -$218K 70
2022
Q1
$218K Hold
3,990
0.22% 66
2021
Q4
$225K Buy
+3,990
New +$225K 0.18% 72