TrueWealth LLC’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
2020
Q2
$17K Hold
2020
Q1
$13K Hold
2019
Q4
$21K Hold
2019
Q3
$20K Hold
2019
Q2
$20K Sell
2019
Q1
$24K Hold
2018
Q4
$21K Hold
2018
Q3
$25K Hold
2018
Q2
$24K Buy