WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $222K | Sell |
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|
2017
Q1 | $221K | Buy |
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|
2016
Q4 | $164K | Buy |
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|
2016
Q3 | $139K | Sell |
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|
2016
Q2 | $197K | Buy |
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|
2016
Q1 | $190K | Hold |
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|
2015
Q4 | $184K | Sell |
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|
2015
Q3 | $192K | Sell |
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|
2015
Q2 | $221K | Buy |
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|
2015
Q1 | $199K | Sell |
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|
2014
Q4 | $197K | Buy |
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|
2014
Q3 | $182K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $14K | Hold |
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|
2013
Q2 | $13K | Buy |
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