Global Retirement Partners, LLC Wisdomtree U.S. Midcap Fund Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Global Retirement Partners, LLC holds 310 shares of EZM stock, worth $20,233. This represents 0.0% of its overall portfolio holdings.

Number of Shares

310

Previous 528 41.29%

Holding current value

$20,233

Previous $32,000 37.5%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$61.83 - $67.07 $13,478 - $14,621	-218 Reduced 41.29%	310 $20,000
Q2 2025 Aug 12, 2025	SELL	$51.81 - $61.79 $3,419 - $4,078	-66 Reduced 11.11%	528 $32,000
Q4 2024 Jan 31, 2025	SELL	$61.21 - $68.19 $96,344 - $107,331	-1,574 Reduced 72.6%	594 $37,000
Q3 2024 Oct 16, 2024	SELL	$56.83 - $62.44 $227 - $249	-4 Reduced 0.18%	2,168 $135,000
Q2 2024 Jul 23, 2024	BUY	$56.57 - $60.6 $72,239 - $77,386	1,277 Added 142.68%	2,172 $125,000
Q4 2023 Jan 18, 2024	SELL	$47.01 - $57.98 $987 - $1,217	-21 Reduced 2.29%	895 $51,000
Q2 2023 Jul 20, 2023	SELL	$47.28 - $52.94 $8,321 - $9,317	-176 Reduced 16.12%	916 $48,000
Q4 2022 Feb 13, 2023	BUY	$45.28 - $52.03 $49,445 - $56,816	1,092 New	1,092 $53,000
Q3 2020 Oct 09, 2020	SELL	$31.23 - $36.34 $134,289 - $156,262	-4,300 Closed	0 $0
Q2 2020 Jul 13, 2020	SELL	$24.14 - $37.04 $544,357 - $835,252	-22,550 Reduced 83.99%	4,300 $140,000
Q4 2019 Jan 23, 2020	SELL	$37.75 - $42.41 $47,187 - $53,012	-1,250 Reduced 4.45%	26,850 $1.13 Million
Q3 2019 Nov 19, 2019	SELL	$39.14 - $40.36 $86,108 - $88,792	-2,200 Reduced 7.26%	28,100 $1.11 Million
Q1 2019 May 07, 2019	BUY	N/A	700 Added 2.36%	30,300 $1.19 Million
Q4 2018 Feb 22, 2019	BUY	N/A	1,000 Added 3.5%	29,600 $1.02 Million
Q3 2018 Oct 17, 2018	BUY	N/A	3,000 Added 11.72%	28,600 $1.18 Million
Q2 2018 Aug 13, 2018	BUY	N/A	25,600 New	25,600 $1.03 Million

Others Institutions Holding EZM

# of Institutions

163

Shares Held

7.49M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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Global Retirement Partners, LLC Wisdomtree U.S. Midcap Fund Transaction History