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

Chicago Partners Investment Group LLC

  • $2.33 Billion
  • Q1 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 3,972 shares of EZM stock, worth $226,682. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,972
Previous 3,961 0.28%
Holding current value
$226,682
Previous $227,000 6.61%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-9,869 Closed
0 $0
Q4 2019

Jan 24, 2020
BUY
N/A
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
159
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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