Creative Planning Wisdomtree U.S. Midcap Fund Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Creative Planning holds 11,305 shares of EZM stock, worth $730,189. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,305
Previous 11,305 -0.0%
Holding current value
$730,189
Previous $653,000 7.81%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$56.57 - $60.6 $1,414 - $1,515
-25 Reduced 0.22%
11,305 $653,000
Q1 2024

May 10, 2024
BUY
$55.25 - $61.02 $261,829 - $289,173
4,739 Added 71.9%
11,330 $691,000
Q4 2023

Feb 14, 2024
BUY
$47.01 - $57.98 $38,595 - $47,601
821 Added 14.23%
6,591 $378,000
Q3 2023

Nov 16, 2023
SELL
$49.88 - $55.46 $43,395 - $48,250
-870 Reduced 13.1%
5,770 $292,000
Q3 2022

Nov 03, 2022
BUY
$43.88 - $52.9 $32,515 - $39,198
741 Added 12.56%
6,640 $292,000
Q2 2022

Aug 15, 2022
SELL
$45.15 - $55.11 $292,436 - $356,947
-6,477 Reduced 52.34%
5,899 $271,000
Q1 2022

May 16, 2022
BUY
$51.5 - $57.18 $30,179 - $33,507
586 Added 4.97%
12,376 $677,000
Q4 2021

Feb 11, 2022
SELL
$52.62 - $57.03 $9,366 - $10,151
-178 Reduced 1.49%
11,790 $664,000
Q3 2021

Nov 10, 2021
BUY
$49.81 - $54.23 $324,213 - $352,983
6,509 Added 119.23%
11,968 $622,000
Q2 2021

Aug 04, 2021
SELL
$50.97 - $54.49 $348,991 - $373,093
-6,847 Reduced 55.64%
5,459 $286,000
Q1 2021

Apr 30, 2021
BUY
$42.79 - $52.29 $31,964 - $39,060
747 Added 6.46%
12,306 $627,000
Q4 2020

Jan 29, 2021
BUY
$34.56 - $43.66 $1,797 - $2,270
52 Added 0.45%
11,559 $502,000
Q3 2020

Nov 05, 2020
BUY
$31.23 - $36.34 $90,598 - $105,422
2,901 Added 33.71%
11,507 $393,000
Q2 2020

Jul 23, 2020
BUY
$24.14 - $37.04 $207,748 - $318,766
8,606 New
8,606 $280,000

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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