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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 17,211 shares of EZM stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,211

Previous 11,998 43.45%

Holding current value

$1.03 Million

Previous $749,000 36.85%

% of portfolio

0.01%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$58.11 - $65.29 $302,927 - $340,356	5,213 Added 43.45%	17,211 $1.03 Million
Q4 2024 Feb 07, 2025	BUY	$61.21 - $68.19 $157,493 - $175,452	2,573 Added 27.3%	11,998 $749,000
Q3 2024 Nov 13, 2024	BUY	$56.83 - $62.44 $7,103 - $7,805	125 Added 1.34%	9,425 $587,000
Q2 2024 Aug 09, 2024	BUY	$56.57 - $60.6 $317,979 - $340,632	5,621 Added 152.79%	9,300 $537,000
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	$45.28 - $52.03 $769 - $884	17 Added 0.33%	5,101 $248,000
Q3 2022 Nov 01, 2022	BUY	$43.88 - $52.9 $877 - $1,058	20 Added 0.39%	5,084 $224,000
Q2 2022 Aug 02, 2022	BUY	$45.15 - $55.11 $812 - $991	18 Added 0.36%	5,064 $233,000
Q1 2022 Apr 27, 2022	BUY	$51.5 - $57.18 $14,523 - $16,124	282 Added 5.92%	5,046 $277,000
Q4 2021 Jan 24, 2022	BUY	$52.62 - $57.03 $9,366 - $10,151	178 Added 3.88%	4,764 $268,000
Q3 2021 Oct 21, 2021	BUY	$49.81 - $54.23 $747 - $813	15 Added 0.33%	4,586 $239,000
Q2 2021 Jul 29, 2021	SELL	$50.97 - $54.49 $19,368 - $20,706	-380 Reduced 7.68%	4,571 $239,000
Q1 2021 May 13, 2021	SELL	$42.79 - $52.29 $35,344 - $43,191	-826 Reduced 14.3%	4,951 $251,000
Q4 2020 Jan 22, 2021	SELL	$34.56 - $43.66 $1.09 Million - $1.38 Million	-31,512 Reduced 84.51%	5,777 $252,000
Q3 2020 Oct 14, 2020	BUY	$31.23 - $36.34 $575,162 - $669,273	18,417 Added 97.59%	37,289 $1.27 Million
Q2 2020 Aug 06, 2020	BUY	$24.14 - $37.04 $30,706 - $47,114	1,272 Added 7.23%	18,872 $616,000
Q1 2020 Apr 30, 2020	SELL	$22.51 - $42.68 $52,155 - $98,889	-2,317 Reduced 11.63%	17,600 $467,000
Q4 2019 Feb 14, 2020	BUY	$37.75 - $42.41 $751,866 - $844,679	19,917 New	19,917 $840,000

Others Institutions Holding EZM

# of Institutions

160

Shares Held

7.39M

Call Options Held

Put Options Held

457

View Full List

About WISDOMTREE U.S. MIDCAP FUND

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