Crux Wealth Advisors Wisdomtree U.S. Midcap Fund Transaction History

Crux Wealth Advisors

  • $252 Billion
  • Q3 2025

A detailed history of Crux Wealth Advisors transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Crux Wealth Advisors holds 30,557 shares of EZM stock, worth $1.98 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
30,557
Previous 30,701 0.47%
Holding current value
$1.98 Million
Previous $1.9 Billion 6.2%
% of portfolio
0.8%
Previous 0.81%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$61.83 - $67.07 $8,903 - $9,658
-144 Reduced 0.47%
30,557 $2.01 Billion
Q2 2025

Jul 29, 2025
SELL
$51.81 - $61.79 $563,122 - $671,595
-10,869 Reduced 26.15%
30,701 $1.9 Billion
Q1 2025

May 13, 2025
SELL
$58.11 - $65.29 $30,042 - $33,754
-517 Reduced 1.23%
41,570 $2.48 Billion
Q4 2024

Feb 13, 2025
BUY
$61.21 - $68.19 $2.58 Million - $2.87 Million
42,087 New
42,087 $2.63 Billion

Others Institutions Holding EZM

# of Institutions
165
Shares Held
8.1M
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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