Vigilant Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $377K | Hold |
7,122
| – | – | 0.03% | 108 |
|
|
2023
Q1 | $354K | Hold |
7,122
| – | – | 0.03% | 105 |
|
|
2022
Q4 | $346K | Hold |
7,122
| – | – | 0.03% | 104 |
|
|
2022
Q3 | $313K | Hold |
7,122
| – | – | 0.03% | 114 |
|
|
2022
Q2 | $327K | Hold |
7,122
| – | – | 0.03% | 116 |
|
|
2022
Q1 | $389K | Hold |
7,122
| – | – | 0.03% | 124 |
|
|
2021
Q4 | $401K | Hold |
7,122
| – | – | 0.03% | 134 |
|
|
2021
Q3 | $370K | Hold |
7,122
| – | – | 0.03% | 107 |
|
|
2021
Q2 | $373K | Hold |
7,122
| – | – | 0.03% | 106 |
|
|
2021
Q1 | $363K | Buy |
+7,122
| New | +$363K | 0.03% | 98 |
|
|
2020
Q1 | – | Sell |
-1,772
| Closed | -$75K | – | 355 |
|
|
2019
Q4 | $75K | Hold |
1,772
| – | – | 0.01% | 240 |
|
|
2019
Q3 | $70K | Hold |
1,772
| – | – | 0.01% | 223 |
|
|
2019
Q2 | $71K | Hold |
1,772
| – | – | 0.01% | 205 |
|
|
2019
Q1 | $70K | Hold |
1,772
| – | – | 0.01% | 210 |
|
|
2018
Q4 | $61K | Hold |
1,772
| – | – | 0.01% | 237 |
|
|
2018
Q3 | $73K | Hold |
1,772
| – | – | 0.01% | 232 |
|
|
2018
Q2 | $71K | Buy |
+1,772
| New | +$71K | 0.01% | 214 |
|