Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,500
| Closed | -$277K | – | 453 |
|
|
2020
Q1 | $277K | Hold |
10,500
| – | – | 0.02% | 315 |
|
|
2019
Q4 | $442K | Hold |
10,500
| – | – | 0.03% | 299 |
|
|
2019
Q3 | $414K | Hold |
10,500
| – | – | 0.03% | 287 |
|
|
2019
Q2 | $420K | Hold |
10,500
| – | – | 0.03% | 284 |
|
|
2019
Q1 | $413K | Hold |
10,500
| – | – | 0.03% | 289 |
|
|
2018
Q4 | $360K | Sell |
10,500
-945
| -8% | -$32.4K | 0.03% | 283 |
|
|
2018
Q3 | $473K | Hold |
11,445
| – | – | 0.04% | 257 |
|
|
2018
Q2 | $460K | Hold |
11,445
| – | – | 0.04% | 254 |
|
|
2018
Q1 | $443K | Hold |
11,445
| – | – | 0.04% | 270 |
|
|
2017
Q4 | $454K | Hold |
11,445
| – | – | 0.04% | 275 |
|
|
2017
Q3 | $426K | Buy |
11,445
+945
| +9% | +$35.2K | 0.05% | 268 |
|
|
2017
Q2 | $376K | Hold |
10,500
| – | – | 0.04% | 285 |
|
|
2017
Q1 | $370K | Hold |
10,500
| – | – | 0.05% | 246 |
|
|
2016
Q4 | $359K | Sell |
10,500
-300
| -3% | -$10.3K | 0.05% | 237 |
|
|
2016
Q3 | $344K | Hold |
10,800
| – | – | 0.05% | 236 |
|
|
2016
Q2 | $329K | Hold |
10,800
| – | – | 0.05% | 233 |
|
|
2016
Q1 | $324K | Hold |
10,800
| – | – | 0.06% | 236 |
|
|
2015
Q4 | $314K | Buy |
+10,800
| New | +$314K | 0.06% | 249 |
|