WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $222K | Sell |
6,190
-82
| -1% | -$2.94K | 0.05% | 347 |
|
|
2017
Q1 | $221K | Buy |
6,272
+1,490
| +31% | +$52.5K | 0.06% | 312 |
|
|
2016
Q4 | $164K | Buy |
4,782
+435
| +10% | +$14.9K | 0.04% | 419 |
|
|
2016
Q3 | $139K | Sell |
4,347
-2,130
| -33% | -$68.1K | 0.03% | 449 |
|
|
2016
Q2 | $197K | Buy |
6,477
+150
| +2% | +$4.56K | 0.05% | 344 |
|
|
2016
Q1 | $190K | Hold |
6,327
| – | – | 0.06% | 311 |
|
|
2015
Q4 | $184K | Sell |
6,327
-360
| -5% | -$10.5K | 0.06% | 307 |
|
|
2015
Q3 | $192K | Sell |
6,687
-300
| -4% | -$8.61K | 0.06% | 301 |
|
|
2015
Q2 | $221K | Buy |
6,987
+810
| +13% | +$25.6K | 0.06% | 317 |
|
|
2015
Q1 | $199K | Sell |
6,177
-210
| -3% | -$6.77K | 0.06% | 351 |
|
|
2014
Q4 | $197K | Buy |
6,387
+165
| +3% | +$5.09K | 0.04% | 432 |
|
|
2014
Q3 | $182K | Buy |
+6,222
| New | +$182K | 0.03% | 475 |
|
|
2013
Q4 | – | Sell |
-540
| Closed | -$14K | – | 2246 |
|
|
2013
Q3 | $14K | Hold |
540
| – | – | ﹤0.01% | 1395 |
|
|
2013
Q2 | $13K | Buy |
+540
| New | +$13K | ﹤0.01% | 1369 |
|