Cetera Investment Advisers Wisdomtree U.S. Midcap Fund Transaction History

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025

A detailed history of Cetera Investment Advisers transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Cetera Investment Advisers holds 55,899 shares of EZM stock, worth $3.65 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
55,899
Previous 65,948 15.24%
Holding current value
$3.65 Million
Previous $3.93 Million 12.16%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$51.81 - $61.79 $520,638 - $620,927
-10,049 Reduced 15.24%
55,899 $3.45 Million
Q1 2025

May 06, 2025
SELL
$58.11 - $65.29 $537,226 - $603,606
-9,245 Reduced 12.3%
65,948 $3.93 Million
Q4 2024

Feb 13, 2025
SELL
$61.21 - $68.19 $1.21 Million - $1.34 Million
-19,706 Reduced 20.77%
75,193 $4.7 Million
Q3 2024

Nov 13, 2024
SELL
$56.83 - $62.44 $447,138 - $491,277
-7,868 Reduced 7.66%
94,899 $5.92 Million
Q2 2024

Aug 22, 2024
SELL
$56.57 - $60.6 $4.96 Million - $5.31 Million
-87,675 Reduced 46.04%
102,767 $5.94 Million
Q1 2024

May 24, 2024
BUY
$55.25 - $61.02 $10.5 Million - $11.6 Million
190,442 New
190,442 $11.6 Million
Q4 2023

Feb 13, 2024
BUY
$47.01 - $57.98 $236,131 - $291,233
5,023 Added 12.6%
44,885 $2.58 Million
Q3 2023

Nov 14, 2023
BUY
$49.88 - $55.46 $49,131 - $54,628
985 Added 2.53%
39,862 $2.02 Million
Q2 2023

Aug 09, 2023
BUY
$47.28 - $52.94 $1.84 Million - $2.06 Million
38,877 New
38,877 $2.06 Million
Q4 2021

Feb 14, 2022
SELL
$52.62 - $57.03 $230,002 - $249,278
-4,371 Closed
0 $0
Q3 2021

Nov 16, 2021
SELL
$49.81 - $54.23 $23,211 - $25,271
-466 Reduced 9.63%
4,371 $227,000
Q2 2021

Aug 13, 2021
SELL
$50.97 - $54.49 $83,437 - $89,200
-1,637 Reduced 25.29%
4,837 $253,000
Q1 2021

May 17, 2021
SELL
$42.79 - $52.29 $40,564 - $49,570
-948 Reduced 12.77%
6,474 $330,000
Q4 2020

Feb 17, 2021
BUY
$34.56 - $43.66 $28,753 - $36,325
832 Added 12.63%
7,422 $323,000
Q3 2020

Nov 13, 2020
BUY
$31.23 - $36.34 $249 - $290
8 Added 0.12%
6,590 $225,000
Q2 2020

Aug 13, 2020
BUY
$24.14 - $37.04 $158,889 - $243,797
6,582 New
6,582 $214,000
Q1 2020

May 08, 2020
SELL
$22.51 - $42.68 $120,135 - $227,783
-5,337 Closed
0 $0
Q4 2019

Feb 10, 2020
BUY
$37.75 - $42.41 $11,664 - $13,104
309 Added 6.15%
5,337 $223,000
Q3 2019

Nov 06, 2019
SELL
$39.14 - $40.36 $776,733 - $800,944
-19,845 Reduced 79.79%
5,028 $200,000
Q2 2017

Aug 14, 2017
BUY
N/A
24,873
24,873 $887,000

Others Institutions Holding EZM

# of Institutions
163
Shares Held
7.49M
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 Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers 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 Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email