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

Marietta Wealth Management, LLC

$591 Million
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	N/A	-110,078 Closed	0 $0
Q4 2019 Feb 07, 2020	SELL	N/A	-3,236 Reduced 2.86%	110,078 $4.63 Million
Q3 2019 Nov 14, 2019	BUY	N/A	4,951 Added 4.57%	113,314 $4.47 Million
Q2 2019 Aug 14, 2019	BUY	N/A	5,473 Added 5.32%	108,363 $4.34 Million
Q1 2019 May 09, 2019	SELL	N/A	-7,392 Reduced 6.7%	102,890 $4.05 Million

Q4 2018 Feb 05, 2019	SELL	N/A	-26,521 Reduced 19.39%	110,282 $3.78 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-1,470 Reduced 1.06%	136,803 $5.66 Million
Q2 2018 Aug 08, 2018	BUY	N/A	8,450 Added 6.51%	138,273 $5.55 Million
Q1 2018 May 14, 2018	BUY	N/A	3,592 Added 2.85%	129,823 $5.02 Million
Q4 2017 Feb 06, 2018	BUY	N/A	5,108 Added 4.22%	126,231 $5.01 Million
Q3 2017 Nov 13, 2017	BUY	N/A	21,874 Added 22.04%	121,123 $4.51 Million
Q2 2017 Aug 11, 2017	BUY	N/A	99,249	99,249 $3.55 Million

Others Institutions Holding EZM

# of Institutions

159

Shares Held

7.89M

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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