Centric Wealth Management Wisdomtree U.S. Midcap Fund Transaction History
Centric Wealth Management
- $399 Million
- Q2 2025
A detailed history of Centric Wealth Management transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Centric Wealth Management holds 6,995 shares of EZM stock, worth $456,563. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,995
Previous 7,267
3.74%
Holding current value
$456,563
Previous $433,000
0.23%
% of portfolio
0.11%
Previous 0.12%
Shares
26 transactions
Others Institutions Holding EZM
# of Institutions
164Shares Held
7.47MCall Options Held
0Put Options Held
0-
Ubs Group Ag665KShares$43.4 Million0.01% of portfolio
-
Davenport & CO LLC567KShares$37 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC534KShares$34.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY459KShares$29.9 Million0.0% of portfolio
-
Truist Financial Corp417KShares$27.2 Million0.04% of portfolio