Lpl Financial LLC Wisdomtree U.S. Midcap Fund Transaction History

Lpl Financial LLC

  • $246 Billion
  • Q1 2025

A detailed history of Lpl Financial LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Lpl Financial LLC holds 198,964 shares of EZM stock, worth $12 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
198,964
Previous 804,153 75.26%
Holding current value
$12 Million
Previous $50.3 Million 76.41%
% of portfolio
0.0%
Previous 0.02%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$58.11 - $65.29 $35.2 Million - $39.5 Million
-605,189 Reduced 75.26%
198,964 $11.9 Million
Q4 2024

Feb 11, 2025
BUY
$61.21 - $68.19 $41.5 Million - $46.2 Million
677,825 Added 536.56%
804,153 $50.3 Million
Q3 2024

Nov 08, 2024
BUY
$56.83 - $62.44 $367,746 - $404,049
6,471 Added 5.4%
126,328 $7.88 Million
Q2 2024

Aug 07, 2024
SELL
$56.57 - $60.6 $1.98 Million - $2.12 Million
-34,975 Reduced 22.59%
119,857 $6.93 Million
Q1 2024

May 10, 2024
SELL
$55.25 - $61.02 $13.9 Million - $15.3 Million
-250,956 Reduced 61.84%
154,832 $9.45 Million
Q4 2023

Feb 14, 2024
BUY
$47.01 - $57.98 $13.6 Million - $16.8 Million
289,150 Added 247.9%
405,788 $23.3 Million
Q3 2023

Nov 13, 2023
BUY
$49.88 - $55.46 $73,074 - $81,248
1,465 Added 1.27%
116,638 $5.92 Million
Q2 2023

Jul 31, 2023
SELL
$47.28 - $52.94 $272,380 - $304,987
-5,761 Reduced 4.76%
115,173 $6.1 Million
Q1 2023

May 10, 2023
BUY
$47.09 - $55.78 $789,040 - $934,649
16,756 Added 16.08%
120,934 $6.02 Million
Q4 2022

Feb 07, 2023
BUY
$45.28 - $52.03 $208,197 - $239,233
4,598 Added 4.62%
104,178 $5.07 Million
Q3 2022

Nov 14, 2022
SELL
$43.88 - $52.9 $1.2 Million - $1.45 Million
-27,336 Reduced 21.54%
99,580 $4.38 Million
Q2 2022

Aug 12, 2022
SELL
$45.15 - $55.11 $23.4 Million - $28.5 Million
-517,402 Reduced 80.3%
126,916 $5.83 Million
Q1 2022

May 16, 2022
SELL
$51.5 - $57.18 $1.17 Million - $1.3 Million
-22,741 Reduced 3.41%
644,318 $35.2 Million
Q4 2021

Feb 14, 2022
BUY
$52.62 - $57.03 $27.6 Million - $30 Million
525,423 Added 370.97%
667,059 $37.5 Million
Q3 2021

Nov 15, 2021
BUY
$49.81 - $54.23 $534,013 - $581,399
10,721 Added 8.19%
141,636 $7.37 Million
Q2 2021

Aug 13, 2021
BUY
$50.97 - $54.49 $506,743 - $541,739
9,942 Added 8.22%
130,915 $6.86 Million
Q1 2021

May 14, 2021
SELL
$42.79 - $52.29 $290,330 - $354,787
-6,785 Reduced 5.31%
120,973 $6.16 Million
Q4 2020

Feb 12, 2021
BUY
$34.56 - $43.66 $174,528 - $220,482
5,050 Added 4.12%
127,758 $5.55 Million
Q3 2020

Nov 09, 2020
SELL
$31.23 - $36.34 $297,746 - $346,465
-9,534 Reduced 7.21%
122,708 $4.2 Million
Q2 2020

Aug 13, 2020
BUY
$24.14 - $37.04 $311,261 - $477,593
12,894 Added 10.8%
132,242 $4.31 Million
Q1 2020

May 14, 2020
SELL
$22.51 - $42.68 $387,599 - $734,906
-17,219 Reduced 12.61%
119,348 $3.15 Million
Q4 2019

Feb 14, 2020
BUY
$37.75 - $42.41 $221,366 - $248,692
5,864 Added 4.49%
136,567 $5.75 Million
Q3 2019

Nov 13, 2019
SELL
$39.14 - $40.36 $263,568 - $271,784
-6,734 Reduced 4.9%
130,703 $5.16 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-17,699 Reduced 11.41%
137,437 $5.5 Million
Q1 2019

May 08, 2019
BUY
N/A
1,745 Added 1.14%
155,136 $6.1 Million
Q4 2018

Feb 07, 2019
BUY
N/A
3,607 Added 2.41%
153,391 $5.26 Million
Q3 2018

Nov 14, 2018
BUY
N/A
8,690 Added 6.16%
149,784 $6.2 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-39,577 Reduced 21.91%
141,094 $5.67 Million
Q1 2018

May 15, 2018
BUY
N/A
19,650 Added 12.2%
180,671 $6.99 Million
Q4 2017

Feb 14, 2018
BUY
N/A
26,104 Added 19.35%
161,021 $6.39 Million
Q3 2017

Nov 14, 2017
BUY
N/A
1,613 Added 1.21%
134,917 $5.02 Million
Q2 2017

Aug 14, 2017
BUY
N/A
133,304
133,304 $4.77 Million

Others Institutions Holding EZM

# of Institutions
159
Shares Held
7.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. MIDCAP FUND

EZM Quotes by TradingView
  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
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