Captrust Financial Advisors Wisdomtree U.S. Midcap Fund Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Captrust Financial Advisors holds 3,705 shares of EZM stock, worth $222,337. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,705
Previous 3,230 14.71%
Holding current value
$222,337
Previous $201,000 9.45%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$58.11 - $65.29 $27,602 - $31,012
475 Added 14.71%
3,705 $220,000
Q3 2024

Nov 14, 2024
SELL
$56.83 - $62.44 $38,076 - $41,834
-670 Reduced 17.18%
3,230 $201,000
Q2 2024

Aug 14, 2024
BUY
$56.57 - $60.6 $2,149 - $2,302
38 Added 0.98%
3,900 $225,000
Q1 2024

May 15, 2024
SELL
$55.25 - $61.02 $30,553 - $33,744
-553 Reduced 12.53%
3,862 $235,000
Q3 2023

Nov 14, 2023
SELL
$49.88 - $55.46 $23,942 - $26,620
-480 Reduced 9.81%
4,415 $224,000
Q1 2023

May 15, 2023
BUY
$47.09 - $55.78 $34,140 - $40,440
725 Added 17.39%
4,895 $243,000
Q4 2022

Feb 15, 2023
BUY
$45.28 - $52.03 $188,817 - $216,965
4,170 New
4,170 $202,000
Q2 2022

Aug 16, 2022
SELL
$45.15 - $55.11 $27,857 - $34,002
-617 Reduced 13.41%
3,983 $183,000
Q1 2022

May 16, 2022
SELL
$51.5 - $57.18 $26,986 - $29,962
-524 Reduced 10.23%
4,600 $252,000
Q4 2021

Feb 14, 2022
BUY
$52.62 - $57.03 $55,882 - $60,565
1,062 Added 26.14%
5,124 $288,000
Q3 2021

Nov 16, 2021
BUY
$49.81 - $54.23 $11,207 - $12,201
225 Added 5.86%
4,062 $211,000
Q2 2021

Aug 16, 2021
SELL
$50.97 - $54.49 $11,468 - $12,260
-225 Reduced 5.54%
3,837 $201,000
Q1 2021

May 17, 2021
BUY
$42.79 - $52.29 $148,524 - $181,498
3,471 Added 587.31%
4,062 $207,000
Q4 2020

Feb 16, 2021
BUY
$34.56 - $43.66 $18,178 - $22,965
526 Added 809.23%
591 $26,000
Q3 2020

Nov 17, 2020
SELL
$31.23 - $36.34 $16,395 - $19,078
-525 Reduced 88.98%
65 $2,000
Q2 2020

Aug 14, 2020
BUY
$24.14 - $37.04 $14,242 - $21,853
590 New
590 $19,000
Q4 2019

Feb 14, 2020
SELL
$37.75 - $42.41 $50,962 - $57,253
-1,350 Closed
0 $0
Q2 2019

Aug 13, 2019
SELL
N/A
-300 Reduced 18.18%
1,350 $54,000
Q1 2019

May 15, 2019
SELL
N/A
-150 Reduced 8.33%
1,650 $65,000
Q4 2018

Feb 13, 2019
SELL
N/A
-1,605 Reduced 47.14%
1,800 $62,000
Q3 2017

Feb 16, 2018
BUY
N/A
525 Added 18.23%
3,405 $132,000
Q3 2017

Nov 13, 2017
BUY
N/A
2,880
2,880 $107,000

Others Institutions Holding EZM

# of Institutions
160
Shares Held
7.39M
Call Options Held
0
Put Options Held
457
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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