Ae Wealth Management LLC Wisdomtree U.S. Midcap Fund Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,719 shares of EZM stock, worth $177,469. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,719
Previous 427 536.77%
Holding current value
$177,469
Previous $25,000 568.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$51.81 - $61.79 $118,748 - $141,622
2,292 Added 536.77%
2,719 $167,000
Q4 2024

Feb 13, 2025
BUY
$61.21 - $68.19 $26,136 - $29,117
427 New
427 $26,000
Q1 2020

May 07, 2020
SELL
$22.51 - $42.68 $2.51 Million - $4.76 Million
-111,425 Closed
0 $0
Q4 2019

Jan 15, 2020
SELL
$37.75 - $42.41 $562,626 - $632,078
-14,904 Reduced 11.8%
111,425 $4.69 Million
Q3 2019

Nov 05, 2019
BUY
$39.14 - $40.36 $2.89 Million - $2.98 Million
73,782 Added 140.41%
126,329 $4.98 Million
Q2 2019

Jul 22, 2019
BUY
N/A
52,547 New
52,547 $2.1 Million

Others Institutions Holding EZM

# of Institutions
161
Shares Held
7.46M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. MIDCAP FUND

EZM Quotes by TradingView
  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email