Asset Dedication, LLC Wisdomtree U.S. Midcap Fund Transaction History

Asset Dedication, LLC

  • $1.43 Billion
  • Q2 2024

A detailed history of Asset Dedication, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Asset Dedication, LLC holds 11,963 shares of EZM stock, worth $741,227. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,963
Previous 15,293 21.77%
Holding current value
$741,227
Previous $933,000 25.94%
% of portfolio
0.05%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$56.57 - $60.6 $188,378 - $201,798
-3,330 Reduced 21.77%
11,963 $691,000
Q1 2021

May 03, 2021
SELL
$42.79 - $52.29 $208,387 - $254,652
-4,870 Reduced 24.15%
15,293 $779,000
Q1 2020

May 05, 2020
BUY
$22.51 - $42.68 $453,869 - $860,556
20,163 New
20,163 $533,000

Others Institutions Holding EZM

# of Institutions
155
Shares Held
7.42M
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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