Ifp Advisors, Inc Wisdomtree U.S. Midcap Fund Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	SELL	$45.28 - $52.03 $14,263 - $16,389	-315 Reduced 1.26%	24,662 $990,000
Q3 2022 Nov 08, 2022	BUY	$43.88 - $52.9 $19,746 - $23,805	450 Added 1.83%	24,977 $1 Million
Q2 2022 Sep 06, 2022	BUY	$45.15 - $55.11 $1.11 Million - $1.35 Million	24,527 New	24,527 $983,000
Q2 2022 Aug 12, 2022	SELL	$45.15 - $55.11 $1.11 Million - $1.35 Million	-24,527 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$51.5 - $57.18 $1.26 Million - $1.4 Million	24,527 New	24,527 $0
Q3 2021 Oct 06, 2021	SELL	$49.81 - $54.23 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$50.97 - $54.49 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$42.79 - $52.29 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$34.56 - $43.66 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	SELL	$31.23 - $36.34 $94,064 - $109,456	-3,012 Closed	0 $0
Q2 2020 Aug 05, 2020	SELL	$24.14 - $37.04 $15,763 - $24,187	-653 Reduced 17.82%	3,012 $97,000
Q1 2020 May 12, 2020	SELL	$22.51 - $42.68 $13,551 - $25,693	-602 Reduced 14.11%	3,665 $102,000
Q4 2019 Jan 17, 2020	SELL	$37.75 - $42.41 $6,002 - $6,743	-159 Reduced 3.59%	4,267 $181,000
Q3 2019 Nov 07, 2019	SELL	$39.14 - $40.36 $179,378 - $184,969	-4,583 Reduced 50.87%	4,426 $174,000
Q1 2019 May 15, 2019	SELL	N/A	-148 Reduced 1.62%	9,009 $352,000
Q4 2018 Jan 23, 2019	SELL	N/A	-768 Reduced 7.74%	9,157 $0
Q3 2018 Oct 25, 2018	BUY	N/A	3,226 Added 48.16%	9,925 $0
Q2 2018 Aug 07, 2018	BUY	N/A	340 Added 5.35%	6,699 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-1,020 Reduced 13.82%	6,359 $252,000
Q1 2018 May 09, 2018	BUY	N/A	1,020 Added 16.04%	7,379 $0
Q4 2017 Jan 24, 2018	BUY	N/A	1,121 Added 21.4%	6,359 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-201 Reduced 3.7%	5,238 $195,000
Q2 2017 Jun 03, 2019	SELL	N/A	-18,647 Reduced 77.42%	5,439 $195,000
Q1 2017 Jun 03, 2019	BUY	N/A	16,485 Added 216.88%	24,086 $850,000
Q4 2016 Jun 03, 2019	SELL	N/A	-174 Reduced 2.24%	7,601 $780,000
Q2 2016 Jun 03, 2019	SELL	N/A	-1,234 Reduced 13.7%	7,775 $710,000
Q1 2016 Jun 03, 2019	BUY	N/A	9,009	9,009 $352,000

Others Institutions Holding EZM

# of Institutions

154

Shares Held

7.41M

Call Options Held

Put Options Held

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