Lbj Family Wealth Advisors, Ltd. Wisdomtree U.S. Midcap Fund Transaction History

Lbj Family Wealth Advisors, Ltd.

$168 Million
Q3 2024

A detailed history of Lbj Family Wealth Advisors, Ltd. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Lbj Family Wealth Advisors, Ltd. holds 10,659 shares of EZM stock, worth $669,491. This represents 0.39% of its overall portfolio holdings.

Number of Shares

10,659

Previous 10,659 -0.0%

Holding current value

$669,491

Previous $615,000 7.8%

% of portfolio

0.39%

Previous 0.39%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 02, 2024	BUY	$55.25 - $61.02 $1,326 - $1,464	24 Added 0.23%	10,659 $650,000
Q4 2023 Jan 03, 2024	BUY	$47.01 - $57.98 $1,457 - $1,797	31 Added 0.29%	10,635 $610,000
Q3 2023 Oct 10, 2023	BUY	$49.88 - $55.46 $1,446 - $1,608	29 Added 0.27%	10,604 $538,000
Q2 2023 Jul 03, 2023	BUY	$47.28 - $52.94 $1,371 - $1,535	29 Added 0.27%	10,575 $560,000
Q1 2023 Apr 11, 2023	BUY	$47.09 - $55.78 $1,271 - $1,506	27 Added 0.26%	10,546 $525,000
Q4 2022 Jan 04, 2023	BUY	$45.28 - $52.03 $2,354 - $2,705	52 Added 0.5%	10,519 $511,000
Q3 2022 Oct 03, 2022	BUY	$43.88 - $52.9 $1,974 - $2,380	45 Added 0.43%	10,467 $460,000
Q2 2022 Jul 06, 2022	BUY	$45.15 - $55.11 $1,806 - $2,204	40 Added 0.39%	10,422 $479,000
Q1 2022 Apr 13, 2022	SELL	$51.5 - $57.18 $10,094 - $11,207	-196 Reduced 1.85%	10,382 $551,000
Q4 2021 Jan 12, 2022	BUY	$52.62 - $57.03 $4,420 - $4,790	84 Added 0.8%	10,578 $595,000
Q2 2021 Jul 02, 2021	BUY	$50.97 - $54.49 $1,580 - $1,689	31 Added 0.3%	10,494 $550,000
Q1 2021 Apr 13, 2021	BUY	$42.79 - $52.29 $213 - $261	5 Added 0.05%	10,463 $532,000
Q4 2020 Jan 13, 2021	BUY	$34.56 - $43.66 $2,522 - $3,187	73 Added 0.7%	10,458 $454,000
Q3 2020 Oct 05, 2020	BUY	$31.23 - $36.34 $1,342 - $1,562	43 Added 0.42%	10,385 $355,000
Q2 2020 Jul 01, 2020	BUY	$24.14 - $37.04 $893 - $1,370	37 Added 0.36%	10,342 $337,000
Q1 2020 Apr 02, 2020	BUY	$22.51 - $42.68 $1,440 - $2,731	64 Added 0.62%	10,305 $272,000
Q4 2019 Jan 09, 2020	BUY	$37.75 - $42.41 $1,623 - $1,823	43 Added 0.42%	10,241 $428,000
Q3 2019 Oct 01, 2019	BUY	$39.14 - $40.36 $1,839 - $1,896	47 Added 0.46%	10,198 $0
Q2 2019 Jul 18, 2019	BUY	N/A	32 Added 0.32%	10,151 $402,000
Q1 2019 Apr 03, 2019	BUY	N/A	21 Added 0.21%	10,119 $398,000
Q4 2018 Jan 11, 2019	BUY	N/A	10,098 New	10,098 $346,000

Others Institutions Holding EZM

# of Institutions

154

Shares Held

7.41M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

More about EZM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lbj Family Wealth Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Lbj Family Wealth Advisors, Ltd. with notifications on news.

Account

Lbj Family Wealth Advisors, Ltd. Wisdomtree U.S. Midcap Fund Transaction History