Cambridge Investment Research Advisors, Inc. Wisdomtree U.S. Midcap Fund Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 114,876 shares of EZM stock, worth $7.42 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

114,876

Previous 71,725 60.16%

Holding current value

$7.42 Million

Previous $4.15 Million 72.76%

% of portfolio

0.02%

Previous 0.02%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$56.83 - $62.44 $2.45 Million - $2.69 Million	43,151 Added 60.16%	114,876 $7.16 Million
Q2 2024 Jul 26, 2024	SELL	$56.57 - $60.6 $335,799 - $359,721	-5,936 Reduced 7.64%	71,725 $4.15 Million
Q1 2024 Apr 24, 2024	SELL	$55.25 - $61.02 $56,907 - $62,850	-1,030 Reduced 1.31%	77,661 $4.74 Million
Q4 2023 Feb 09, 2024	SELL	$47.01 - $57.98 $70,232 - $86,622	-1,494 Reduced 1.86%	78,691 $4.52 Million
Q3 2023 Oct 24, 2023	SELL	$49.88 - $55.46 $29,628 - $32,943	-594 Reduced 0.74%	80,185 $4.07 Million
Q2 2023 Jul 13, 2023	SELL	$47.28 - $52.94 $194,793 - $218,112	-4,120 Reduced 4.85%	80,779 $4.28 Million
Q1 2023 May 11, 2023	SELL	$47.09 - $55.78 $3.55 Million - $4.2 Million	-75,299 Reduced 47.0%	84,899 $4.22 Million
Q4 2022 Feb 08, 2023	BUY	$45.28 - $52.03 $227,441 - $261,346	5,023 Added 3.24%	160,198 $7.79 Million
Q3 2022 Oct 17, 2022	SELL	$43.88 - $52.9 $405,012 - $488,267	-9,230 Reduced 5.61%	155,175 $0
Q2 2022 Jul 13, 2022	SELL	$45.15 - $55.11 $81,631 - $99,638	-1,808 Reduced 1.09%	164,405 $0
Q1 2022 May 12, 2022	SELL	$51.5 - $57.18 $671,148 - $745,169	-13,032 Reduced 7.27%	166,213 $0
Q4 2021 Feb 03, 2022	BUY	$52.62 - $57.03 $77,404 - $83,891	1,471 Added 0.83%	179,245 $0
Q3 2021 Nov 02, 2021	BUY	$49.81 - $54.23 $262,299 - $285,575	5,266 Added 3.05%	177,774 $0
Q2 2021 Aug 10, 2021	BUY	$50.97 - $54.49 $278,500 - $297,733	5,464 Added 3.27%	172,508 $0
Q1 2021 May 07, 2021	SELL	$42.79 - $52.29 $69,234 - $84,605	-1,618 Reduced 0.96%	167,044 $0
Q4 2020 Feb 04, 2021	BUY	$34.56 - $43.66 $135,509 - $171,190	3,921 Added 2.38%	168,662 $0
Q3 2020 Oct 29, 2020	SELL	$31.23 - $36.34 $522,602 - $608,113	-16,734 Reduced 9.22%	164,741 $0
Q2 2020 Jul 27, 2020	BUY	$24.14 - $37.04 $564,224 - $865,735	23,373 Added 14.78%	181,475 $0
Q1 2020 May 08, 2020	SELL	$22.51 - $42.68 $54,766 - $103,840	-2,433 Reduced 1.52%	158,102 $0
Q4 2019 Feb 04, 2020	BUY	$37.75 - $42.41 $1.32 Million - $1.48 Million	34,899 Added 27.78%	160,535 $0
Q3 2019 Nov 06, 2019	BUY	$39.14 - $40.36 $823,427 - $849,093	21,038 Added 20.11%	125,636 $0
Q2 2019 Aug 15, 2019	BUY	N/A	10,877 Added 11.61%	104,598 $0
Q1 2019 May 08, 2019	BUY	N/A	7,359 Added 8.52%	93,721 $0
Q4 2018 Feb 05, 2019	BUY	N/A	8,365 Added 10.72%	86,362 $0
Q3 2018 Nov 02, 2018	BUY	N/A	10,081 Added 14.84%	77,997 $0
Q2 2018 Aug 10, 2018	BUY	N/A	2,841 Added 4.37%	67,916 $0
Q1 2018 May 09, 2018	BUY	N/A	10,803 Added 19.91%	65,075 $0
Q4 2017 Feb 22, 2018	BUY	N/A	4,712 Added 9.51%	54,272 $0
Q3 2017 Nov 07, 2017	SELL	N/A	-3,657 Reduced 6.87%	49,560 $1.85 Million
Q2 2017 Aug 08, 2017	BUY	N/A	53,217	53,217 $1.91 Million

Others Institutions Holding EZM

# of Institutions

154

Shares Held

7.41M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

More about EZM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Account

Cambridge Investment Research Advisors, Inc. Wisdomtree U.S. Midcap Fund Transaction History