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

Cetera Investment Advisers

  • $41.3 Billion
  • Q1 2024

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 190,442 shares of EZM stock, worth $10.9 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
190,442
Holding current value
$10.9 Million
% of portfolio
0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-4,371 Closed
0 $0
Q3 2021

Nov 16, 2021
SELL
N/A
-466 Reduced 9.63%
4,371 $227,000
Q2 2021

Aug 13, 2021
SELL
N/A
-1,637 Reduced 25.29%
4,837 $253,000
Q1 2021

May 17, 2021
SELL
N/A
-948 Reduced 12.77%
6,474 $330,000
Q4 2020

Feb 17, 2021
BUY
N/A
832 Added 12.63%
7,422 $323,000
Q3 2020

Nov 13, 2020
BUY
N/A
8 Added 0.12%
6,590 $225,000
Q2 2020

Aug 13, 2020
BUY
N/A
6,582 New
6,582 $214,000
Q1 2020

May 08, 2020
SELL
N/A
-5,337 Closed
0 $0
Q4 2019

Feb 10, 2020
BUY
N/A
309 Added 6.15%
5,337 $223,000
Q3 2019

Nov 06, 2019
SELL
N/A
-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
158
Shares Held
7.89M
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
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