Voya Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,194
| Closed | -$227K | – | 455 |
|
|
2016
Q3 | $227K | Sell |
7,194
-11,577
| -62% | -$365K | 0.02% | 386 |
|
|
2016
Q2 | $562K | Buy |
18,771
+75
| +0.4% | +$2.25K | 0.07% | 210 |
|
|
2016
Q1 | $561K | Buy |
18,696
+513
| +3% | +$15.4K | 0.08% | 192 |
|
|
2015
Q4 | $533K | Sell |
18,183
-14,193
| -44% | -$416K | 0.08% | 187 |
|
|
2015
Q3 | $915K | Buy |
32,376
+3,900
| +14% | +$110K | 0.16% | 102 |
|
|
2015
Q2 | $899K | Buy |
28,476
+942
| +3% | +$29.7K | 0.16% | 108 |
|
|
2015
Q1 | $889K | Buy |
+27,534
| New | +$889K | 0.17% | 117 |
|