Strategic Wealth Management Group’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
2021 Q2	$405K	Sell	7,735 -370	-5%	-$19.4K	0.15%	79
2021 Q1	$413K	Sell	8,105 -407	-5%	-$20.7K	0.16%	79
2020 Q4	$370K	Sell	8,512 -73	-0.9%	-$3.17K	0.16%	74
2020 Q3	$294K	Buy	+8,585	New	+$294K	0.14%	86