Cresset Asset Management, LLC Wisdomtree U.S. Midcap Fund Transaction History

Cresset Asset Management, LLC

  • $17.3 Billion
  • Q4 2024

A detailed history of Cresset Asset Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Cresset Asset Management, LLC holds 6,975 shares of EZM stock, worth $413,687. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,975
Previous 13,950 50.0%
Holding current value
$413,687
Previous $869,000 49.83%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$61.21 - $68.19 $426,939 - $475,625
-6,975 Reduced 50.0%
6,975 $436,000
Q2 2024

Aug 14, 2024
BUY
$56.57 - $60.6 $394,575 - $422,685
6,975 Added 100.0%
13,950 $806,000
Q1 2023

May 12, 2023
BUY
$47.09 - $55.78 $328,452 - $389,065
6,975 New
6,975 $346,000
Q3 2022

Nov 14, 2022
BUY
$43.88 - $52.9 $6,582 - $7,935
150 Added 2.15%
7,125 $313,000
Q2 2022

Aug 15, 2022
BUY
$45.15 - $55.11 $314,921 - $384,392
6,975 New
6,975 $321,000

Others Institutions Holding EZM

# of Institutions
160
Shares Held
8.41M
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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