Exencial Wealth Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 4,575 shares of EZM stock, worth $284,336. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,575
Previous 4,575 -0.0%
Holding current value
$284,336
Previous $264,000 7.95%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 10, 2022
BUY
$52.62 - $57.03 $240,736 - $260,912
4,575 New
4,575 $257,000
Q3 2021

Nov 04, 2021
SELL
$49.81 - $54.23 $227,880 - $248,102
-4,575 Closed
0 $0
Q1 2021

May 06, 2021
BUY
$42.79 - $52.29 $195,764 - $239,226
4,575 New
4,575 $233,000

Others Institutions Holding EZM

# of Institutions
154
Shares Held
7.41M
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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