Avantax Advisory Services, Inc. Wisdomtree U.S. Midcap Fund Transaction History

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,679 shares of EZM stock, worth $211,211. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,679
Previous 3,706 0.73%
Holding current value
$211,211
Previous $212,000 5.66%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$55.25 - $61.02 $1,491 - $1,647
-27 Reduced 0.73%
3,679 $224,000
Q4 2023

Feb 07, 2024
SELL
$47.01 - $57.98 $74,275 - $91,608
-1,580 Reduced 29.89%
3,706 $212,000
Q3 2023

Nov 07, 2023
BUY
$49.88 - $55.46 $20,999 - $23,348
421 Added 8.65%
5,286 $268,000
Q2 2023

Aug 11, 2023
BUY
$47.28 - $52.94 $2,033 - $2,276
43 Added 0.89%
4,865 $257,000
Q1 2023

Apr 28, 2023
SELL
$47.09 - $55.78 $13,138 - $15,562
-279 Reduced 5.47%
4,822 $239,000
Q4 2022

Feb 13, 2023
BUY
$47.66 - $52.03 $810 - $884
17 Added 0.33%
5,101 $248,000
Q3 2022

Nov 01, 2022
BUY
N/A
20 Added 0.39%
5,084 $224,000
Q2 2022

Aug 02, 2022
BUY
N/A
18 Added 0.36%
5,064 $233,000
Q1 2022

Apr 27, 2022
BUY
N/A
282 Added 5.92%
5,046 $277,000
Q4 2021

Jan 24, 2022
BUY
N/A
178 Added 3.88%
4,764 $268,000
Q3 2021

Oct 21, 2021
BUY
N/A
15 Added 0.33%
4,586 $239,000
Q2 2021

Jul 29, 2021
SELL
N/A
-380 Reduced 7.68%
4,571 $239,000
Q1 2021

May 13, 2021
SELL
N/A
-826 Reduced 14.3%
4,951 $251,000
Q4 2020

Jan 22, 2021
SELL
N/A
-31,512 Reduced 84.51%
5,777 $252,000
Q3 2020

Oct 14, 2020
BUY
N/A
18,417 Added 97.59%
37,289 $1.27 Million
Q2 2020

Aug 06, 2020
BUY
N/A
1,272 Added 7.23%
18,872 $616,000
Q1 2020

Apr 30, 2020
SELL
N/A
-2,317 Reduced 11.63%
17,600 $467,000
Q4 2019

Feb 14, 2020
BUY
N/A
19,917 New
19,917 $840,000

Others Institutions Holding EZM

# of Institutions
159
Shares Held
7.89M
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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