UWM
EZM icon

USAdvisors Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-6,183
Closed -$201K 69
2020
Q2
$201K Sell
6,183
-1,690
-21% -$54.9K 0.11% 70
2020
Q1
$208K Sell
7,873
-21,019
-73% -$555K 0.13% 66
2019
Q4
$1.22M Buy
+28,892
New +$1.22M 0.63% 25