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

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 5,049 shares of EZM stock, worth $326,114. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,049

Previous 5,133 1.64%

Holding current value

$326,114

Previous $296,000 6.08%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$56.83 - $62.44 $4,773 - $5,244	-84 Reduced 1.64%	5,049 $314,000
Q2 2024 Aug 14, 2024	SELL	$56.57 - $60.6 $1,301 - $1,393	-23 Reduced 0.45%	5,133 $296,000
Q3 2022 Nov 14, 2022	BUY	$43.88 - $52.9 $226,245 - $272,752	5,156 New	5,156 $227,000
Q2 2022 Aug 16, 2022	SELL	$45.15 - $55.11 $200,917 - $245,239	-4,450 Closed	0 $0
Q1 2022 Feb 08, 2024	SELL	$51.5 - $57.18 $38,522 - $42,770	-748 Reduced 14.51%	4,408 $0
Q4 2021 Feb 17, 2022	SELL	$52.62 - $57.03 $810,979 - $878,946	-15,412 Reduced 77.6%	4,450 $250,000
Q3 2021 Dec 03, 2021	BUY	$49.81 - $54.23 $777,135 - $846,096	15,602 Added 366.24%	19,862 $1.03 Million
Q2 2021 Aug 17, 2021	BUY	$50.97 - $54.49 $217,132 - $232,127	4,260 New	4,260 $225,000

Others Institutions Holding EZM

# of Institutions

154

Shares Held

7.41M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

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