Chicago Partners Investment Group LLC Wisdomtree U.S. Midcap Fund Transaction History

Chicago Partners Investment Group LLC

$2.81 Billion
Q3 2024

A detailed history of Chicago Partners Investment Group LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 3,996 shares of EZM stock, worth $258,101. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,996

Previous 3,985 0.28%

Holding current value

$258,101

Previous $230,000 8.26%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$56.83 - $62.44 $625 - $686	11 Added 0.28%	3,996 $249,000
Q2 2024 Jul 31, 2024	BUY	$56.57 - $60.6 $735 - $787	13 Added 0.33%	3,985 $230,000
Q1 2024 Apr 25, 2024	BUY	$55.25 - $61.02 $607 - $671	11 Added 0.28%	3,972 $242,000
Q4 2023 Feb 23, 2024	BUY	$47.01 - $57.98 $186,206 - $229,658	3,961 New	3,961 $227,000
Q2 2020 Jul 31, 2020	SELL	$24.14 - $37.04 $238,237 - $365,547	-9,869 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$37.75 - $42.41 $7,134 - $8,015	189 Added 1.95%	9,869 $421,000
Q4 2018 Jan 11, 2019	SELL	N/A	-2,040 Reduced 17.41%	9,680 $356,000
Q2 2018 Aug 31, 2018	SELL	N/A	-415 Reduced 3.42%	11,720 $471,000
Q3 2017 Nov 22, 2017	BUY	N/A	12,135	12,135 $0

Others Institutions Holding EZM

# of Institutions

154

Shares Held

7.41M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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Chicago Partners Investment Group LLC Wisdomtree U.S. Midcap Fund Transaction History