Montag A & Associates Inc Wisdomtree U.S. Midcap Fund Transaction History

Montag A & Associates Inc

  • $1.98 Billion
  • Q1 2024

A detailed history of Montag A & Associates Inc transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Montag A & Associates Inc holds 3,179 shares of EZM stock, worth $182,506. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,179
Previous 3,169 0.32%
Holding current value
$182,506
Previous $181,000 6.63%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$55.25 - $61.02 $552 - $610
10 Added 0.32%
3,179 $193,000
Q4 2023

Feb 07, 2024
BUY
$47.01 - $57.98 $564 - $695
12 Added 0.38%
3,169 $181,000
Q3 2023

Nov 09, 2023
BUY
$49.88 - $55.46 $548 - $610
11 Added 0.35%
3,157 $160,000
Q2 2023

Aug 09, 2023
BUY
$47.28 - $52.94 $567 - $635
12 Added 0.38%
3,146 $166,000
Q1 2023

May 11, 2023
BUY
$47.09 - $55.78 $376 - $446
8 Added 0.26%
3,134 $155,000
Q4 2022

Feb 02, 2023
BUY
$47.66 - $52.03 $714 - $780
15 Added 0.48%
3,126 $151,000
Q3 2022

Nov 09, 2022
BUY
N/A
14 Added 0.45%
3,111 $137,000
Q2 2022

Aug 10, 2022
BUY
N/A
12 Added 0.39%
3,097 $142,000
Q1 2022

May 02, 2022
BUY
N/A
8 Added 0.26%
3,085 $169,000
Q4 2021

Feb 09, 2022
BUY
N/A
7 Added 0.23%
3,077 $0
Q3 2021

Nov 08, 2021
BUY
N/A
17 Added 0.56%
3,070 $160,000
Q2 2021

Aug 03, 2021
BUY
N/A
9 Added 0.3%
3,053 $160,000
Q1 2021

May 14, 2021
BUY
N/A
1 Added 0.03%
3,044 $155,000
Q4 2020

Feb 12, 2021
BUY
N/A
3,043 New
3,043 $132,000

Others Institutions Holding EZM

# of Institutions
159
Shares Held
7.89M
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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