J.W. Cole Advisors, Inc. Wisdomtree U.S. Midcap Fund Transaction History

J.W. Cole Advisors, Inc.

$2.33 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$45.28 - $52.03 $199,503 - $229,244	4,406 New	4,406 $214,000
Q1 2022 Jun 10, 2022	SELL	$51.5 - $57.18 $11.9 Million - $13.2 Million	-231,139 Reduced 98.13%	4,406 $241,000
Q1 2022 May 16, 2022	BUY	$51.5 - $57.18 $11.9 Million - $13.2 Million	231,139 Added 5246.01%	235,545 $10,000
Q4 2021 Jan 25, 2022	BUY	$52.62 - $57.03 $231,843 - $251,274	4,406 New	4,406 $248,000
Q3 2021 Oct 26, 2021	SELL	$49.81 - $54.23 $219,462 - $238,937	-4,406 Closed	0 $0
Q2 2021 Aug 06, 2021	SELL	$50.97 - $54.49 $52,957 - $56,615	-1,039 Reduced 19.08%	4,406 $231,000
Q4 2020 Feb 12, 2021	BUY	$34.56 - $43.66 $188,179 - $237,728	5,445 New	5,445 $237,000
Q1 2020 May 07, 2020	SELL	$22.51 - $42.68 $137,896 - $261,457	-6,126 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$37.75 - $42.41 $231,256 - $259,803	6,126 New	6,126 $258,000

Others Institutions Holding EZM

# of Institutions

154

Shares Held

7.41M

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. MIDCAP FUND

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