Gps Wealth Strategies Group, LLC Wisdomtree U.S. Midcap Fund Transaction History

Gps Wealth Strategies Group, LLC

  • $747 Million
  • Q4 2024

A detailed history of Gps Wealth Strategies Group, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 346 shares of EZM stock, worth $21,694. This represents 0.0% of its overall portfolio holdings.

Number of Shares
346
Previous 346 -0.0%
Holding current value
$21,694
Previous $21,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$56.83 - $62.44 $56 - $62
1 Added 0.29%
346 $21,000
Q2 2024

Jul 16, 2024
SELL
$56.57 - $60.6 $2,771 - $2,969
-49 Reduced 12.44%
345 $19,000
Q1 2024

Apr 30, 2024
SELL
$55.25 - $61.02 $3,149 - $3,478
-57 Reduced 12.64%
394 $24,000
Q4 2023

Jan 12, 2024
SELL
$47.01 - $57.98 $651,417 - $803,428
-13,857 Reduced 96.85%
451 $25,000
Q3 2023

Oct 25, 2023
SELL
$49.88 - $55.46 $38,108 - $42,371
-764 Reduced 5.07%
14,308 $725,000
Q2 2023

Jul 17, 2023
BUY
$47.28 - $52.94 $39,573 - $44,310
837 Added 5.88%
15,072 $797,000
Q1 2023

Apr 17, 2023
SELL
$47.09 - $55.78 $94 - $111
-2 Reduced 0.01%
14,235 $708,000
Q4 2022

Jan 27, 2023
BUY
$45.28 - $52.03 $34,593 - $39,750
764 Added 5.67%
14,237 $0
Q3 2022

Oct 17, 2022
BUY
$43.88 - $52.9 $294,127 - $354,588
6,703 Added 99.01%
13,473 $593,000
Q2 2022

Jul 19, 2022
SELL
$45.15 - $55.11 $556,428 - $679,175
-12,324 Reduced 64.54%
6,770 $311,000
Q1 2022

Apr 20, 2022
BUY
$51.5 - $57.18 $390,112 - $433,138
7,575 Added 65.76%
19,094 $1.04 Million
Q4 2021

Feb 11, 2022
BUY
$52.62 - $57.03 $606,129 - $656,928
11,519 New
11,519 $648,000
Q3 2021

Oct 20, 2021
SELL
$49.81 - $54.23 $26,648 - $29,013
-535 Closed
0 $0
Q1 2021

Apr 15, 2021
BUY
$42.79 - $52.29 $22,892 - $27,975
535 New
535 $27,000

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
Track This Portfolio

Track Gps Wealth Strategies Group, LLC Portfolio

Follow Gps Wealth Strategies Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gps Wealth Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gps Wealth Strategies Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email