StrategIQ Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $942K | Sell |
|
|||||
|
2023
Q3 | $916K | Sell |
|
|||||
|
2023
Q2 | $962K | Sell |
|
|||||
|
2023
Q1 | $904K | Buy |
|
|||||
|
2022
Q4 | $880K | Sell |
|
|||||
|
2022
Q3 | $808K | Buy |
|
|||||
|
2022
Q2 | $845K | Sell |
|
|||||
|
2022
Q1 | $1.07M | Buy |
|
|||||
|
2021
Q4 | $1.11M | Sell |
|
|||||
|
2021
Q3 | $1.1M | Buy |
|
|||||
|
2021
Q2 | $1.11M | Sell |
|
|||||
|
2021
Q1 | $1.09M | Sell |
|
|||||
|
2020
Q4 | $931K | Sell |
|
|||||
|
2020
Q3 | $776K | Sell |
|
|||||
|
2020
Q2 | $815K | Sell |
|
|||||
|
2020
Q1 | $759K | Sell |
|
|||||
|
2019
Q4 | $1.21M | Sell |
|
|||||
|
2019
Q3 | $1.2M | Buy |
|
|||||
|
2019
Q2 | $1.22M | Sell |
|
|||||
|
2019
Q1 | $1.35M | Sell |
|
|||||
|
2018
Q4 | $1.21M | Sell |
|
|||||
|
2018
Q3 | $1.53M | Sell |
|
|||||
|
2018
Q2 | $1.5M | Buy |
|
|||||
|
2018
Q1 | $1.21M | Buy |
|
|||||
|
2017
Q4 | $994K | Buy |
|
|||||
|
2017
Q3 | $774K | Buy |
|
|||||
|
2017
Q2 | $567K | Buy |
|
|||||
|
2017
Q1 | $353K | Buy |
|