Clear Point Advisors Inc. Wisdomtree U.S. Midcap Fund Transaction History

Clear Point Advisors Inc.

  • $129 Billion
  • Q3 2024

A detailed history of Clear Point Advisors Inc. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Clear Point Advisors Inc. holds 657 shares of EZM stock, worth $44,038. This represents 0.03% of its overall portfolio holdings.

Number of Shares
657
Previous 655 0.31%
Holding current value
$44,038
Previous $37.9 Million 8.18%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$56.83 - $62.44 $113 - $124
2 Added 0.31%
657 $41 Million
Q2 2024

Aug 14, 2024
BUY
$56.57 - $60.6 $113 - $121
2 Added 0.31%
655 $37.9 Million
Q1 2024

May 15, 2024
SELL
$55.25 - $61.02 $9,779 - $10,800
-177 Reduced 21.33%
653 $39.8 Million
Q4 2023

May 15, 2024
BUY
$47.01 - $57.98 $39,018 - $48,123
830 New
830 $47.6 Million

Others Institutions Holding EZM

# of Institutions
154
Shares Held
7.41M
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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