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

Financial Insights, Inc.

  • $255 Million
  • Q4 2024

A detailed history of Financial Insights, Inc. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Financial Insights, Inc. holds 6,111 shares of EZM stock, worth $371,854. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,111
Previous 6,936 11.89%
Holding current value
$371,854
Previous $432,000 11.81%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Mar 05, 2025
SELL
$61.21 - $68.19 $50,498 - $56,256
-825 Reduced 11.89%
6,111 $381,000
Q3 2020

Nov 16, 2020
BUY
$31.23 - $36.34 $215,861 - $251,182
6,912 Added 28800.0%
6,936 $237,000
Q2 2020

Aug 20, 2020
SELL
$24.14 - $37.04 $225,153 - $345,472
-9,327 Reduced 99.74%
24 $226,000
Q1 2020

Apr 28, 2020
SELL
$22.51 - $42.68 $22,284 - $42,253
-990 Reduced 9.57%
9,351 $247,000
Q3 2019

Oct 31, 2019
SELL
$39.14 - $40.36 $70,452 - $72,648
-1,800 Reduced 14.83%
10,341 $408,000
Q2 2019

Aug 20, 2019
SELL
N/A
-508 Reduced 4.02%
12,141 $459,000
Q1 2019

May 23, 2019
SELL
N/A
-437 Reduced 3.34%
12,649 $519,000
Q4 2018

Mar 08, 2019
BUY
N/A
13,086 New
13,086 $504,000

Others Institutions Holding EZM

# of Institutions
159
Shares Held
8.4M
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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