Dana Investment Advisors, Inc. Wisdomtree U.S. Midcap Fund Transaction History

Dana Investment Advisors, Inc.

$2.74 Billion
Q1 2025

A detailed history of Dana Investment Advisors, Inc. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Dana Investment Advisors, Inc. holds 3,410 shares of EZM stock, worth $206,100. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,410

Previous 3,410 -0.0%

Holding current value

$206,100

Previous $213,000 4.69%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$56.83 - $62.44 $193,790 - $212,920	3,410 New	3,410 $212,000
Q4 2023 Feb 07, 2024	BUY	$47.01 - $57.98 $165,287 - $203,857	3,516 New	3,516 $201,000
Q2 2022 Aug 15, 2022	SELL	$45.15 - $55.11 $168,951 - $206,221	-3,742 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$52.62 - $57.03 $196,904 - $213,406	3,742 New	3,742 $211,000
Q1 2020 May 13, 2020	SELL	$22.51 - $42.68 $108,633 - $205,973	-4,826 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$37.75 - $42.41 $182,181 - $204,670	4,826 New	4,826 $203,000
Q4 2018 Feb 14, 2019	SELL	N/A	-4,979 Closed	0 $0
Q2 2018 Aug 01, 2018	BUY	N/A	4,979 New	4,979 $0

Others Institutions Holding EZM

# of Institutions

160

Shares Held

7.39M

Call Options Held

Put Options Held

457

View Full List

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

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Dana Investment Advisors, Inc. Wisdomtree U.S. Midcap Fund Transaction History