Institutional & Family Asset Management, LLC Wisdomtree U.S. Midcap Fund Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	SELL	$45.15 - $55.11 $873,471 - $1.07 Million	-19,346 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$51.5 - $57.18 $566,242 - $628,694	-10,995 Reduced 36.24%	19,346 $1.06 Million
Q4 2021 Feb 14, 2022	BUY	$52.62 - $57.03 $106,976 - $115,941	2,033 Added 7.18%	30,341 $1.71 Million
Q3 2021 Nov 10, 2021	SELL	$49.81 - $54.23 $93,592 - $101,898	-1,879 Reduced 6.22%	28,308 $1.47 Million
Q2 2021 Aug 10, 2021	BUY	$50.97 - $54.49 $968,226 - $1.04 Million	18,996 Added 169.74%	30,187 $1.58 Million
Q4 2020 Feb 03, 2021	BUY	$34.56 - $43.66 $108,656 - $137,267	3,144 Added 39.07%	11,191 $486,000
Q3 2020 Oct 30, 2020	BUY	$31.23 - $36.34 $251,307 - $292,427	8,047 New	8,047 $275,000

Others Institutions Holding EZM

# of Institutions

154

Shares Held

7.41M

Call Options Held

Put Options Held

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