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

Consolidated Planning Corp

$710 Million
Q2 2025

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 194,607 shares of EZM stock, worth $12.3 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

194,607

Previous 183,122 6.27%

Holding current value

$12.3 Million

Previous $10.9 Million 10.13%

% of portfolio

1.69%

Previous 1.71%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$51.81 - $61.79 $595,037 - $709,658	11,485 Added 6.27%	194,607 $12 Million
Q1 2025 Apr 22, 2025	BUY	$58.11 - $65.29 $349,647 - $392,849	6,017 Added 3.4%	183,122 $10.9 Million
Q4 2024 Jan 29, 2025	BUY	$61.21 - $68.19 $948,020 - $1.06 Million	15,488 Added 9.58%	177,105 $11.1 Million
Q3 2024 Oct 31, 2024	BUY	$56.83 - $62.44 $507,094 - $557,152	8,923 Added 5.84%	161,617 $10.1 Million
Q2 2024 Aug 02, 2024	BUY	$56.57 - $60.6 $159,866 - $171,255	2,826 Added 1.89%	152,694 $8.82 Million
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	$45.28 - $52.03 $55,422 - $63,684	1,224 Added 1.1%	112,442 $5.47 Million
Q3 2022 Nov 04, 2022	BUY	$43.88 - $52.9 $7,152 - $8,622	163 Added 0.15%	111,218 $4.89 Million
Q2 2022 Aug 12, 2022	BUY	$45.15 - $55.11 $193,467 - $236,146	4,285 Added 4.01%	111,055 $5.11 Million
Q1 2022 May 03, 2022	BUY	$51.5 - $57.18 $80,237 - $89,086	1,558 Added 1.48%	106,770 $5.84 Million
Q4 2021 Feb 11, 2022	BUY	$52.62 - $57.03 $226,108 - $245,057	4,297 Added 4.26%	105,212 $5.92 Million
Q3 2021 Nov 17, 2021	BUY	$49.81 - $54.23 $379,900 - $413,612	7,627 Added 8.18%	100,915 $5.25 Million
Q2 2021 Jul 26, 2021	BUY	$50.97 - $54.49 $85,731 - $91,652	1,682 Added 1.84%	93,288 $4.89 Million
Q1 2021 May 05, 2021	BUY	$42.79 - $52.29 $26,615 - $32,524	622 Added 0.68%	91,606 $4.67 Million
Q4 2020 Feb 05, 2021	BUY	$34.56 - $43.66 $107,930 - $136,350	3,123 Added 3.55%	90,984 $3.95 Million
Q3 2020 Nov 10, 2020	BUY	$31.23 - $36.34 $6,901 - $8,031	221 Added 0.25%	87,861 $3 Million
Q2 2020 Aug 10, 2020	SELL	$24.14 - $37.04 $311,961 - $478,667	-12,923 Reduced 12.85%	87,640 $2.86 Million
Q1 2020 May 12, 2020	SELL	$22.51 - $42.68 $461,432 - $874,897	-20,499 Reduced 16.93%	100,563 $2.66 Million
Q4 2019 Apr 29, 2020	BUY	$37.75 - $42.41 $4.57 Million - $5.13 Million	121,062 New	121,062 $5.1 Million

Others Institutions Holding EZM

# of Institutions

161

Shares Held

7.41M

Call Options Held

Put Options Held

457

View Full List

About WISDOMTREE U.S. MIDCAP FUND

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