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

Mc Kinley Carter Wealth Services, Inc.

$1.47 Billion
Q1 2024

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 4,364 shares of EZM stock, worth $262,887. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,364

Previous 4,364 -0.0%

Holding current value

$262,887

Previous $250,000 6.4%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$47.66 - $52.03 $29,596 - $32,310	-621 Reduced 10.93%	5,062 $246,000
Q3 2022 Oct 24, 2022	SELL	N/A	-252 Reduced 4.25%	5,683 $250,000
Q2 2022 Jul 15, 2022	SELL	N/A	-1,098 Reduced 15.61%	5,935 $273,000

Q1 2022 Apr 27, 2022	SELL	N/A	-1 Reduced 0.01%	7,033 $385,000
Q4 2021 Feb 07, 2022	SELL	N/A	-1,801 Reduced 20.38%	7,034 $396,000
Q3 2021 Nov 03, 2021	SELL	N/A	-107 Reduced 1.2%	8,835 $460,000
Q2 2021 Aug 12, 2021	SELL	N/A	-49 Reduced 0.54%	8,942 $468,000
Q1 2021 Apr 30, 2021	SELL	N/A	-260 Reduced 2.81%	8,991 $458,000
Q4 2020 Feb 16, 2021	BUY	N/A	9,251 New	9,251 $402,000

Others Institutions Holding EZM

# of Institutions

155

Shares Held

7.88M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
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Mc Kinley Carter Wealth Services, Inc. Wisdomtree U.S. Midcap Fund Transaction History