Allworth Financial LP Wisdomtree U.S. Midcap Fund Transaction History

Allworth Financial LP

  • $22 Billion
  • Q3 2025

A detailed history of Allworth Financial LP transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Allworth Financial LP holds 504 shares of EZM stock, worth $32,608. This represents 0.0% of its overall portfolio holdings.

Number of Shares
504
Previous 606 16.83%
Holding current value
$32,608
Previous $37,000 10.81%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 02, 2025
SELL
$61.83 - $67.07 $6,306 - $6,841
-102 Reduced 16.83%
504 $33,000
Q2 2025

Aug 07, 2025
BUY
$51.81 - $61.79 $4,144 - $4,943
80 Added 15.21%
606 $37,000
Q1 2025

Apr 30, 2025
BUY
$58.11 - $65.29 $7,670 - $8,618
132 Added 33.5%
526 $31,000
Q4 2024

Jan 30, 2025
BUY
$61.21 - $68.19 $24,116 - $26,866
394 New
394 $24,000
Q4 2020

Jan 26, 2021
SELL
$34.56 - $43.66 $2,833 - $3,580
-82 Closed
0 $0
Q2 2019

Jul 25, 2019
BUY
N/A
82 New
82 $3,000

Others Institutions Holding EZM

# of Institutions
165
Shares Held
8.1M
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
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