Simplicity Solutions’s WisdomTree US MidCap Fund EZM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-53,010
Closed -$2.23M 770
2019
Q4
$2.23M Sell
53,010
-17,118
-24% -$720K 0.07% 228
2019
Q3
$2.77M Buy
+70,128
New +$2.77M 0.11% 149