Financial Architects, Inc Wisdomtree U.S. Midcap Fund Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 17, 2021	SELL	$34.56 - $43.66 $255,640 - $322,953	-7,397 Closed	0 $0
Q3 2020 Nov 09, 2020	SELL	$31.23 - $36.34 $661,232 - $769,426	-21,173 Reduced 74.11%	7,397 $253,000
Q2 2020 Aug 11, 2020	SELL	$24.14 - $37.04 $1.43 Million - $2.19 Million	-59,036 Reduced 67.39%	28,570 $931,000
Q1 2020 May 07, 2020	SELL	$22.51 - $42.68 $768,603 - $1.46 Million	-34,145 Reduced 28.04%	87,606 $2.32 Million
Q4 2019 Feb 14, 2020	BUY	$37.75 - $42.41 $52,170 - $58,610	1,382 Added 1.15%	121,751 $5.12 Million
Q3 2019 Nov 06, 2019	BUY	$39.14 - $40.36 $143,369 - $147,838	3,663 Added 3.14%	120,369 $4.75 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-937 Reduced 0.8%	116,706 $4.67 Million
Q1 2019 May 13, 2019	BUY	N/A	99,968 Added 565.59%	117,643 $4.63 Million
Q1 2019 May 03, 2019	SELL	N/A	-108,551 Reduced 86.0%	17,675 $696,000
Q4 2018 Feb 01, 2019	SELL	N/A	-5,242 Reduced 3.99%	126,226 $4.33 Million
Q3 2018 Oct 29, 2018	SELL	N/A	-1,547 Reduced 1.16%	131,468 $5.44 Million
Q2 2018 Aug 03, 2018	BUY	N/A	1,099 Added 0.83%	133,015 $5.34 Million
Q1 2018 Apr 23, 2018	BUY	N/A	2,757 Added 2.13%	131,916 $5.1 Million
Q4 2017 Feb 12, 2018	BUY	N/A	2,258 Added 1.78%	129,159 $5.13 Million
Q3 2017 Nov 01, 2017	BUY	N/A	108,363 Added 584.55%	126,901 $4.73 Million
Q3 2017 Oct 23, 2017	BUY	N/A	18,538	18,538 $691,000

Others Institutions Holding EZM

# of Institutions

160

Shares Held

8.41M

Call Options Held

0

Put Options Held

0

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