Golden State Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025

A detailed history of Golden State Wealth Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,050 shares of EZM stock, worth $68,533. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,050
Previous 1,050 -0.0%
Holding current value
$68,533
Previous $62.6 Million 3.64%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$58.11 - $65.29 $61,015 - $68,554
-1,050 Reduced 50.0%
1,050 $62.6 Million
Q1 2025

Apr 23, 2025
BUY
$58.11 - $65.29 $61,015 - $68,554
1,050 Added 100.0%
2,100 $125,000
Q4 2024

Jan 28, 2025
BUY
$61.21 - $68.19 $64,270 - $71,599
1,050 New
1,050 $65.6 Million
Q4 2020

Jan 28, 2021
SELL
$34.56 - $43.66 $36,288 - $45,843
-1,050 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$31.23 - $36.34 $32,791 - $38,157
1,050 New
1,050 $36,000
Q2 2020

Aug 11, 2020
SELL
$24.14 - $37.04 $25,347 - $38,892
-1,050 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$22.51 - $42.68 $23,635 - $44,814
1,050 New
1,050 $28,000

Others Institutions Holding EZM

# of Institutions
161
Shares Held
7.46M
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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