Cva Family Office, LLC Wisdomtree U.S. Midcap Fund Transaction History

Cva Family Office, LLC

  • $619 Million
  • Q4 2024

A detailed history of Cva Family Office, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Cva Family Office, LLC holds 7,236 shares of EZM stock, worth $467,445. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,236
Previous 7,235 0.01%
Holding current value
$467,445
Previous $451,000 0.22%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 07, 2025
BUY
$61.21 - $68.19 $61 - $68
1 Added 0.01%
7,236 $452,000
Q3 2024

Oct 10, 2024
SELL
$56.83 - $62.44 $48,305 - $53,074
-850 Reduced 10.51%
7,235 $451,000
Q2 2024

Jul 09, 2024
BUY
$56.57 - $60.6 $2,432 - $2,605
43 Added 0.53%
8,085 $467,000
Q1 2024

Apr 10, 2024
SELL
$55.25 - $61.02 $81,991 - $90,553
-1,484 Reduced 15.58%
8,042 $490,000
Q4 2022

Feb 21, 2023
BUY
$45.28 - $52.03 $67,240 - $77,264
1,485 Added 18.47%
9,526 $463,000
Q3 2022

Nov 22, 2022
BUY
$43.88 - $52.9 $91,270 - $110,032
2,080 Added 34.89%
8,041 $354,000
Q2 2022

Jul 11, 2022
BUY
$45.15 - $55.11 $4,469 - $5,455
99 Added 1.69%
5,961 $274,000
Q1 2022

Apr 22, 2022
BUY
$51.5 - $57.18 $151,667 - $168,395
2,945 Added 100.96%
5,862 $321,000
Q4 2021

Jan 25, 2022
BUY
$52.62 - $57.03 $78,403 - $84,974
1,490 Added 104.41%
2,917 $164,000
Q3 2021

Oct 12, 2021
SELL
$49.81 - $54.23 $46,572 - $50,705
-935 Reduced 39.59%
1,427 $49,000
Q2 2021

Jul 13, 2021
BUY
$50.97 - $54.49 $47,656 - $50,948
935 Added 65.52%
2,362 $124,000
Q3 2020

Oct 27, 2020
SELL
$31.23 - $36.34 $8,307 - $9,666
-266 Reduced 15.71%
1,427 $49,000
Q1 2020

May 28, 2020
BUY
$22.51 - $42.68 $38,109 - $72,257
1,693 New
1,693 $45,000

Others Institutions Holding EZM

# of Institutions
156
Shares Held
7.66M
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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