Cwm, LLC Wisdomtree U.S. Midcap Fund Transaction History

Cwm, LLC

$24.1 Billion
Q4 2024

A detailed history of Cwm, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Cwm, LLC holds 2,866 shares of EZM stock, worth $185,401. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,866

Previous 510 461.96%

Holding current value

$185,401

Previous $32,000 459.38%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$61.21 - $68.19 $144,210 - $160,655	2,356 Added 461.96%	2,866 $179,000
Q2 2023 Aug 03, 2023	BUY	$47.28 - $52.94 $9,928 - $11,117	210 Added 70.0%	510 $27,000
Q1 2022 Apr 21, 2022	SELL	$51.5 - $57.18 $9,270 - $10,292	-180 Reduced 37.5%	300 $16,000
Q4 2021 Jan 31, 2022	SELL	$52.62 - $57.03 $788,037 - $854,081	-14,976 Reduced 96.89%	480 $27,000
Q1 2020 Apr 28, 2020	SELL	$22.51 - $42.68 $516,694 - $979,676	-22,954 Reduced 59.76%	15,456 $408,000
Q4 2019 Jan 27, 2020	SELL	$37.75 - $42.41 $775,687 - $871,440	-20,548 Reduced 34.85%	38,410 $1.62 Million
Q3 2019 Oct 22, 2019	BUY	$39.14 - $40.36 $1.92 Million - $1.98 Million	48,973 Added 490.47%	58,958 $2.33 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-1,626 Reduced 14.0%	9,985 $399,000
Q1 2019 Apr 22, 2019	SELL	N/A	-4,175 Reduced 26.45%	11,611 $457,000
Q4 2018 Jan 25, 2019	SELL	N/A	-2,715 Reduced 14.67%	15,786 $541,000
Q3 2018 Oct 29, 2018	BUY	N/A	18,354 Added 12485.71%	18,501 $765,000
Q2 2018 Jul 31, 2018	BUY	N/A	147 New	147 $6,000

Others Institutions Holding EZM

# of Institutions

155

Shares Held

7.65M

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 Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.

Account