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

Howard Wealth Management, LLC

  • $171 Million
  • Q3 2024

A detailed history of Howard Wealth Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Howard Wealth Management, LLC holds 4,455 shares of EZM stock, worth $279,818. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,455
Previous 4,150 7.35%
Holding current value
$279,818
Previous $239,000 15.9%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Nov 08, 2024
BUY
$56.83 - $62.44 $17,333 - $19,044
305 Added 7.35%
4,455 $277,000
Q2 2024

Aug 02, 2024
BUY
$56.57 - $60.6 $10,182 - $10,908
180 Added 4.53%
4,150 $239,000
Q4 2023

Feb 07, 2024
SELL
$47.01 - $57.98 $4,701 - $5,798
-100 Reduced 2.46%
3,970 $227,000
Q1 2023

May 04, 2023
BUY
$47.09 - $55.78 $191,656 - $227,024
4,070 New
4,070 $202,000
Q2 2022

Aug 09, 2022
SELL
$45.15 - $55.11 $192,790 - $235,319
-4,270 Closed
0 $0
Q4 2021

Jan 18, 2022
SELL
$52.62 - $57.03 $1,894 - $2,053
-36 Reduced 0.84%
4,270 $240,000
Q2 2021

Jul 27, 2021
SELL
$50.97 - $54.49 $2,548 - $2,724
-50 Reduced 1.15%
4,306 $225,000
Q1 2021

Apr 23, 2021
BUY
$42.79 - $52.29 $186,393 - $227,775
4,356 New
4,356 $221,000
Q3 2020

Oct 29, 2020
SELL
$31.23 - $36.34 $197,248 - $229,523
-6,316 Closed
0 $0
Q2 2020

Aug 03, 2020
SELL
$24.14 - $37.04 $115,002 - $176,458
-4,764 Reduced 43.0%
6,316 $205,000
Q1 2020

May 04, 2020
SELL
$22.51 - $42.68 $24,310 - $46,094
-1,080 Reduced 8.88%
11,080 $292,000
Q4 2019

Feb 05, 2020
BUY
$37.75 - $42.41 $459,040 - $515,705
12,160 New
12,160 $511,000

Others Institutions Holding EZM

# of Institutions
154
Shares Held
7.41M
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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