Unionview LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $393K | Buy |
6,283
+21
| +0.3% | +$1.31K | 0.29% | 51 |
|
|
2024
Q3 | $390K | Buy |
6,262
+18
| +0.3% | +$1.12K | 0.3% | 53 |
|
|
2024
Q2 | $361K | Buy |
6,244
+21
| +0.3% | +$1.21K | 0.29% | 55 |
|
|
2024
Q1 | $380K | Buy |
6,223
+18
| +0.3% | +$1.1K | 0.31% | 52 |
|
|
2023
Q4 | $356K | Buy |
6,205
+24
| +0.4% | +$1.38K | 0.32% | 52 |
|
|
2023
Q3 | $314K | Buy |
6,181
+22
| +0.4% | +$1.12K | 0.3% | 57 |
|
|
2023
Q2 | $326K | Buy |
6,159
+22
| +0.4% | +$1.17K | 0.3% | 56 |
|
|
2023
Q1 | $305K | Buy |
6,137
+16
| +0.3% | +$796 | 0.29% | 60 |
|
|
2022
Q4 | $298K | Buy |
6,121
+30
| +0.5% | +$1.46K | 0.3% | 60 |
|
|
2022
Q3 | $268K | Hold |
6,091
| – | – | 0.31% | 58 |
|
|
2022
Q2 | $280K | Hold |
6,091
| – | – | 0.31% | 58 |
|
|
2022
Q1 | $333K | Hold |
6,091
| – | – | 0.31% | 58 |
|
|
2021
Q4 | $343K | Buy |
+6,091
| New | +$343K | 0.32% | 55 |
|