Clearwater Capital Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History

Clearwater Capital Advisors, LLC

  • $977 Million
  • Q1 2025

A detailed history of Clearwater Capital Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 171,741 shares of EZM stock, worth $9.74 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
171,741
Previous 166,709 3.02%
Holding current value
$9.74 Million
Previous $10.4 Million 1.78%
% of portfolio
1.05%
Previous 1.08%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$58.11 - $65.29 $292,409 - $328,539
5,032 Added 3.02%
171,741 $10.2 Million
Q4 2024

Feb 10, 2025
BUY
$61.21 - $68.19 $508,961 - $566,999
8,315 Added 5.25%
166,709 $10.4 Million
Q3 2024

Nov 12, 2024
BUY
$56.83 - $62.44 $252,041 - $276,921
4,435 Added 2.88%
158,394 $9.87 Million
Q2 2024

Aug 06, 2024
SELL
$56.57 - $60.6 $19,007 - $20,361
-336 Reduced 0.22%
153,959 $8.9 Million
Q1 2024

May 09, 2024
BUY
$55.25 - $61.02 $45,360 - $50,097
821 Added 0.53%
154,295 $9.42 Million
Q4 2023

Feb 06, 2024
BUY
$47.01 - $57.98 $267,533 - $329,964
5,691 Added 3.85%
153,474 $8.81 Million
Q3 2023

Oct 24, 2023
SELL
$49.88 - $55.46 $19,253 - $21,407
-386 Reduced 0.26%
147,783 $7.5 Million
Q2 2023

Aug 08, 2023
SELL
$47.28 - $52.94 $2,647 - $2,964
-56 Reduced 0.04%
148,169 $7.84 Million
Q1 2023

May 10, 2023
SELL
$47.09 - $55.78 $332,596 - $393,974
-7,063 Reduced 4.55%
148,225 $7.37 Million
Q4 2022

Jan 27, 2023
BUY
$45.28 - $52.03 $80,236 - $92,197
1,772 Added 1.15%
155,288 $0
Q3 2022

Nov 01, 2022
BUY
$43.88 - $52.9 $371,268 - $447,586
8,461 Added 5.83%
153,516 $6.75 Million
Q2 2022

Jul 21, 2022
SELL
$45.15 - $55.11 $332,981 - $406,436
-7,375 Reduced 4.84%
145,055 $6.67 Million
Q1 2022

May 03, 2022
BUY
$51.5 - $57.18 $99,910 - $110,929
1,940 Added 1.29%
152,430 $8.34 Million
Q4 2021

Jan 26, 2022
BUY
$52.62 - $57.03 $83,139 - $90,107
1,580 Added 1.06%
150,490 $8.47 Million
Q3 2021

Nov 03, 2021
BUY
$49.81 - $54.23 $277,043 - $301,627
5,562 Added 3.88%
148,910 $7.75 Million
Q2 2021

Aug 04, 2021
BUY
$50.97 - $54.49 $190,016 - $203,138
3,728 Added 2.67%
143,348 $7.51 Million
Q1 2021

Apr 21, 2021
SELL
$42.79 - $52.29 $426,017 - $520,599
-9,956 Reduced 6.66%
139,620 $7.11 Million
Q4 2020

Jan 21, 2021
BUY
$34.56 - $43.66 $203,904 - $257,593
5,900 Added 4.11%
149,576 $6.5 Million
Q3 2020

Oct 16, 2020
BUY
$31.23 - $36.34 $47,656 - $55,454
1,526 Added 1.07%
143,676 $4.91 Million
Q2 2020

Jul 30, 2020
BUY
$24.14 - $37.04 $190,754 - $292,690
7,902 Added 5.89%
142,150 $4.63 Million
Q1 2020

Apr 15, 2020
BUY
$22.51 - $42.68 $463,435 - $878,695
20,588 Added 18.11%
134,248 $3.55 Million
Q4 2019

Jan 27, 2020
SELL
$37.75 - $42.41 $137,334 - $154,287
-3,638 Reduced 3.1%
113,660 $4.78 Million
Q3 2019

Nov 04, 2019
BUY
$39.14 - $40.36 $33,738 - $34,790
862 Added 0.74%
117,298 $4.63 Million
Q2 2019

Jul 26, 2019
BUY
N/A
12,733 Added 12.28%
116,436 $4.66 Million
Q1 2019

May 13, 2019
BUY
N/A
6,566 Added 6.76%
103,703 $4.08 Million
Q4 2018

Jan 22, 2019
BUY
N/A
13,255 Added 15.8%
97,137 $3.33 Million
Q3 2018

Oct 17, 2018
BUY
N/A
6,941 Added 9.02%
83,882 $3.47 Million
Q2 2018

Aug 16, 2018
BUY
N/A
6,307 Added 8.93%
76,941 $3.09 Million
Q1 2018

May 14, 2018
SELL
N/A
-390 Reduced 0.55%
70,634 $2.73 Million
Q4 2017

Feb 05, 2018
BUY
N/A
3,621 Added 5.37%
71,024 $2.82 Million
Q3 2017

Oct 19, 2017
BUY
N/A
4,508 Added 7.17%
67,403 $2.52 Million
Q2 2017

Aug 11, 2017
BUY
N/A
62,895
62,895 $2.25 Million

Others Institutions Holding EZM

# of Institutions
158
Shares Held
7.39M
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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