Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+3,523
| New | +$218K | 0.01% | 909 |
|
|
2020
Q2 | – | Sell |
-645
| Closed | -$17K | – | 648 |
|
|
2020
Q1 | $17K | Hold |
645
| – | – | ﹤0.01% | 773 |
|
|
2019
Q4 | $27K | Hold |
645
| – | – | ﹤0.01% | 678 |
|
|
2019
Q3 | $25K | Buy |
+645
| New | +$25K | ﹤0.01% | 689 |
|
|
2018
Q1 | – | Sell |
-304
| Closed | -$12K | – | 1126 |
|
|
2017
Q4 | $12K | Buy |
304
+1
| +0.3% | +$39 | ﹤0.01% | 629 |
|
|
2017
Q3 | $11K | Buy |
+303
| New | +$11K | ﹤0.01% | 520 |
|