Clearstead Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History

Clearstead Advisors, LLC

$6.94 Billion
Q2 2025

A detailed history of Clearstead Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Clearstead Advisors, LLC holds 652 shares of EZM stock, worth $40,763. This represents 0.0% of its overall portfolio holdings.

Number of Shares

652

Holding current value

$40,763

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$51.81 - $61.79 $33,780 - $40,287	652 New	652 $40,000

Others Institutions Holding EZM

# of Institutions

163

Shares Held

7.47M

Call Options Held

Put Options Held

Davenport & CO LLC

666K
Shares

$41.7 Million
0.24% of portfolio
Ubs Group Ag

628K
Shares

$39.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

516K
Shares

$32.2 Million
0.0% of portfolio
Morgan Stanley New York, NY

454K
Shares

$28.4 Million
0.0% of portfolio
Truist Financial Corp

417K
Shares

$26.1 Million
0.04% of portfolio

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

More about EZM

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Clearstead Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History