Consolidated Planning Corp Wisdomtree U.S. Midcap Fund Transaction History

Consolidated Planning Corp

  • $550 Million
  • Q1 2024

A detailed history of Consolidated Planning Corp transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Consolidated Planning Corp holds 149,868 shares of EZM stock, worth $8.52 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
149,868
Previous 144,794 3.5%
Holding current value
$8.52 Million
Previous $8.31 Million 10.05%
% of portfolio
1.66%
Previous 1.55%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$55.25 - $61.02 $280,338 - $309,615
5,074 Added 3.5%
149,868 $9.14 Million
Q4 2023

Feb 02, 2024
BUY
$47.01 - $57.98 $363,716 - $448,591
7,737 Added 5.65%
144,794 $8.31 Million
Q3 2023

Nov 08, 2023
BUY
$49.88 - $55.46 $422,134 - $469,357
8,463 Added 6.58%
137,057 $6.95 Million
Q2 2023

Aug 14, 2023
BUY
$47.28 - $52.94 $837,092 - $937,302
17,705 Added 15.97%
128,594 $6.81 Million
Q1 2023

May 04, 2023
SELL
$47.09 - $55.78 $73,130 - $86,626
-1,553 Reduced 1.38%
110,889 $5.52 Million
Q4 2022

Feb 10, 2023
BUY
$47.66 - $52.03 $58,335 - $63,684
1,224 Added 1.1%
112,442 $5.47 Million
Q3 2022

Nov 04, 2022
BUY
N/A
163 Added 0.15%
111,218 $4.89 Million
Q2 2022

Aug 12, 2022
BUY
N/A
4,285 Added 4.01%
111,055 $5.11 Million
Q1 2022

May 03, 2022
BUY
N/A
1,558 Added 1.48%
106,770 $5.84 Million
Q4 2021

Feb 11, 2022
BUY
N/A
4,297 Added 4.26%
105,212 $5.92 Million
Q3 2021

Nov 17, 2021
BUY
N/A
7,627 Added 8.18%
100,915 $5.25 Million
Q2 2021

Jul 26, 2021
BUY
N/A
1,682 Added 1.84%
93,288 $4.89 Million
Q1 2021

May 05, 2021
BUY
N/A
622 Added 0.68%
91,606 $4.67 Million
Q4 2020

Feb 05, 2021
BUY
N/A
3,123 Added 3.55%
90,984 $3.95 Million
Q3 2020

Nov 10, 2020
BUY
N/A
221 Added 0.25%
87,861 $3 Million
Q2 2020

Aug 10, 2020
SELL
N/A
-12,923 Reduced 12.85%
87,640 $2.86 Million
Q1 2020

May 12, 2020
SELL
N/A
-20,499 Reduced 16.93%
100,563 $2.66 Million
Q4 2019

Apr 29, 2020
BUY
N/A
121,062 New
121,062 $5.1 Million

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
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More about EZM
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