White Lighthouse Investment Management’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
2018
Q4
Sell
-5,505
Closed -$228K 113
2018
Q3
$228K Sell
5,505
-250
-4% -$10.4K 0.12% 106
2018
Q2
$231K Sell
5,755
-500
-8% -$20.1K 0.13% 104
2018
Q1
$242K Sell
6,255
-300
-5% -$11.6K 0.14% 102
2017
Q4
$260K Buy
+6,555
New +$260K 0.15% 105