Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree U.S. Midcap Fund Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 27, 2021	SELL	$50.97 - $54.49 $31,193 - $33,347	-612 Closed	0 $0
Q1 2021 May 11, 2021	BUY	$42.79 - $52.29 $26,187 - $32,001	612 New	612 $31,000

Others Institutions Holding EZM

# of Institutions

154

Shares Held

7.41M

Call Options Held

Put Options Held

Ubs Group Ag

898K
Shares

$60.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

605K
Shares

$40.8 Million
0.0% of portfolio
Davenport & CO LLC

516K
Shares

$34.8 Million
0.19% of portfolio
Truist Financial Corp

478K
Shares

$32.2 Million
0.05% of portfolio
Morgan Stanley New York, NY

476K
Shares

$32.1 Million
0.0% of portfolio

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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