Gerber Kawasaki Wealth & Investment Management Wisdomtree U.S. Midcap Fund Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$52.62 - $57.03 $43,885 - $47,563	-834 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$49.81 - $54.23 $41,541 - $45,227	834 New	834 $48,000

Others Institutions Holding EZM

# of Institutions

154

Shares Held

7.41M

Call Options Held

Put Options Held

Ubs Group Ag

898K
Shares

$58.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

605K
Shares

$39.2 Million
0.0% of portfolio
Davenport & CO LLC

516K
Shares

$33.5 Million
0.19% of portfolio
Truist Financial Corp

478K
Shares

$31 Million
0.05% of portfolio
Morgan Stanley New York, NY

476K
Shares

$30.8 Million
0.0% of portfolio

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
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