Creative Planning Wisdomtree U.S. Midcap Fund Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Creative Planning holds 11,330 shares of EZM stock, worth $643,883. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,330

Previous 6,591 71.9%

Holding current value

$643,883

Previous $378,000 82.8%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	741 Added 12.56%	6,640 $292,000
Q2 2022 Aug 15, 2022	SELL	N/A	-6,477 Reduced 52.34%	5,899 $271,000

Q1 2022 May 16, 2022	BUY	N/A	586 Added 4.97%	12,376 $677,000
Q4 2021 Feb 11, 2022	SELL	N/A	-178 Reduced 1.49%	11,790 $664,000
Q3 2021 Nov 10, 2021	BUY	N/A	6,509 Added 119.23%	11,968 $622,000
Q2 2021 Aug 04, 2021	SELL	N/A	-6,847 Reduced 55.64%	5,459 $286,000
Q1 2021 Apr 30, 2021	BUY	N/A	747 Added 6.46%	12,306 $627,000
Q4 2020 Jan 29, 2021	BUY	N/A	52 Added 0.45%	11,559 $502,000
Q3 2020 Nov 05, 2020	BUY	N/A	2,901 Added 33.71%	11,507 $393,000
Q2 2020 Jul 23, 2020	BUY	N/A	8,606 New	8,606 $280,000

Others Institutions Holding EZM

# of Institutions

159

Shares Held

7.89M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

More about EZM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Wisdomtree U.S. Midcap Fund Transaction History