Blue Chip Wealth Advisors LLC Wisdomtree U.S. Midcap Fund Transaction History

Blue Chip Wealth Advisors LLC

  • $191 Billion
  • Q3 2024

A detailed history of Blue Chip Wealth Advisors LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 4,387 shares of EZM stock, worth $284,321. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,387
Previous 4,747 7.58%
Holding current value
$284,321
Previous $274 Million 0.31%
% of portfolio
0.14%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$56.83 - $62.44 $20,458 - $22,478
-360 Reduced 7.58%
4,387 $273 Million
Q2 2024

Aug 12, 2024
BUY
$56.57 - $60.6 $5,826 - $6,241
103 Added 2.22%
4,747 $274 Million
Q4 2023

Mar 15, 2024
BUY
$47.01 - $57.98 $218,314 - $269,259
4,644 New
4,644 $267 Million

Others Institutions Holding EZM

# of Institutions
154
Shares Held
7.41M
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 Blue Chip Wealth Advisors LLC Portfolio

Follow Blue Chip Wealth Advisors 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 Blue Chip Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email