Naples Global Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History

Naples Global Advisors, LLC

  • $1.06 Billion
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 11, 2022
SELL
$45.15 - $55.11 $200,646 - $244,908
-4,444 Closed
0 $0
Q1 2022

Apr 28, 2022
SELL
$51.5 - $57.18 $107,171 - $118,991
-2,081 Reduced 31.89%
4,444 $243,000
Q4 2021

Feb 04, 2022
BUY
$52.62 - $57.03 $343,345 - $372,120
6,525 New
6,525 $367,000

Others Institutions Holding EZM

# of Institutions
154
Shares Held
7.41M
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
Track This Portfolio

Track Naples Global Advisors, LLC Portfolio

Follow Naples Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Naples Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naples Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email