Wealthspire Advisors (Maryland)’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $277K | Hold |
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|
2019
Q4 | $442K | Hold |
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|
2019
Q3 | $414K | Hold |
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|
2019
Q2 | $420K | Hold |
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|
2019
Q1 | $413K | Hold |
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|
2018
Q4 | $360K | Sell |
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|
2018
Q3 | $473K | Hold |
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|
2018
Q2 | $460K | Hold |
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|
2018
Q1 | $443K | Hold |
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|
2017
Q4 | $454K | Hold |
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|
2017
Q3 | $426K | Buy |
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|
2017
Q2 | $376K | Hold |
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|
2017
Q1 | $370K | Hold |
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|
2016
Q4 | $359K | Sell |
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|
2016
Q3 | $344K | Hold |
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|
2016
Q2 | $329K | Hold |
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|
2016
Q1 | $324K | Hold |
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|
2015
Q4 | $314K | Buy |
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