Mc Kinley Carter Wealth Services, Inc. Wisdomtree U.S. Midcap Fund Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 4,208 shares of EZM stock, worth $266,113. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,208
Previous 4,208 -0.0%
Holding current value
$266,113
Previous $249,000 4.02%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 15, 2025
SELL
$58.11 - $65.29 $9,065 - $10,185
-156 Reduced 3.57%
4,208 $249,000
Q2 2023

Aug 02, 2023
SELL
$47.28 - $52.94 $31,062 - $34,781
-657 Reduced 13.09%
4,364 $231,000
Q1 2023

Apr 24, 2023
SELL
$47.09 - $55.78 $1,930 - $2,286
-41 Reduced 0.81%
5,021 $249,000
Q4 2022

Feb 07, 2023
SELL
$45.28 - $52.03 $28,118 - $32,310
-621 Reduced 10.93%
5,062 $246,000
Q3 2022

Oct 24, 2022
SELL
$43.88 - $52.9 $11,057 - $13,330
-252 Reduced 4.25%
5,683 $250,000
Q2 2022

Jul 15, 2022
SELL
$45.15 - $55.11 $49,574 - $60,510
-1,098 Reduced 15.61%
5,935 $273,000
Q1 2022

Apr 27, 2022
SELL
$51.5 - $57.18 $51 - $57
-1 Reduced 0.01%
7,033 $385,000
Q4 2021

Feb 07, 2022
SELL
$52.62 - $57.03 $94,768 - $102,711
-1,801 Reduced 20.38%
7,034 $396,000
Q3 2021

Nov 03, 2021
SELL
$49.81 - $54.23 $5,329 - $5,802
-107 Reduced 1.2%
8,835 $460,000
Q2 2021

Aug 12, 2021
SELL
$50.97 - $54.49 $2,497 - $2,670
-49 Reduced 0.54%
8,942 $468,000
Q1 2021

Apr 30, 2021
SELL
$42.79 - $52.29 $11,125 - $13,595
-260 Reduced 2.81%
8,991 $458,000
Q4 2020

Feb 16, 2021
BUY
$34.56 - $43.66 $319,714 - $403,898
9,251 New
9,251 $402,000

Others Institutions Holding EZM

# of Institutions
164
Shares Held
7.57M
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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