Continuum Advisory, LLC Wisdomtree U.S. Midcap Fund Transaction History

Continuum Advisory, LLC

  • $778 Million
  • Q3 2024

A detailed history of Continuum Advisory, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Continuum Advisory, LLC holds 455 shares of EZM stock, worth $29,388. This represents 0.0% of its overall portfolio holdings.

Number of Shares
455
Previous 455 -0.0%
Holding current value
$29,388
Previous $26,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 10, 2024
BUY
$55.25 - $61.02 $25,138 - $27,764
455 New
455 $27,000
Q1 2020

May 18, 2021
SELL
$22.51 - $42.68 $1.26 Million - $2.39 Million
-56,060 Closed
0 $0
Q4 2019

May 17, 2021
BUY
$37.75 - $42.41 $65,496 - $73,581
1,735 Added 3.19%
56,060 $2.36 Million
Q3 2019

May 18, 2021
BUY
$39.14 - $40.36 $208,107 - $214,594
5,317 Added 10.85%
54,325 $2.1 Million
Q2 2019

May 18, 2021
SELL
N/A
-2,588 Reduced 5.02%
49,008 $1.97 Million
Q1 2019

May 18, 2021
BUY
N/A
30,767 Added 147.71%
51,596 $2.06 Million
Q4 2018

May 18, 2021
BUY
N/A
20,829 New
20,829 $714,000

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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