New Edge Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024

A detailed history of New Edge Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, New Edge Advisors, LLC holds 8,173 shares of EZM stock, worth $527,894. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,173
Previous 9,465 13.65%
Holding current value
$527,894
Previous $546,000 6.78%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$56.83 - $62.44 $73,424 - $80,672
-1,292 Reduced 13.65%
8,173 $509,000
Q2 2024

Aug 15, 2024
BUY
$56.57 - $60.6 $46,613 - $49,934
824 Added 9.54%
9,465 $546,000
Q1 2024

May 14, 2024
BUY
$55.25 - $61.02 $469,127 - $518,120
8,491 Added 5660.67%
8,641 $527,000
Q4 2023

Feb 13, 2024
BUY
$47.01 - $57.98 $7,051 - $8,697
150 New
150 $8,000
Q4 2022

Feb 14, 2023
BUY
$45.28 - $52.03 $40,752 - $46,827
900 New
900 $43,000
Q1 2021

Apr 26, 2021
SELL
$42.79 - $52.29 $255,755 - $312,537
-5,977 Closed
0 $0
Q4 2020

Jan 27, 2021
SELL
$34.56 - $43.66 $1.64 Million - $2.08 Million
-47,548 Reduced 88.83%
5,977 $260,000
Q3 2020

Nov 03, 2020
BUY
$31.23 - $36.34 $13,553 - $15,771
434 Added 0.82%
53,525 $1.83 Million
Q2 2020

Jul 29, 2020
BUY
$24.14 - $37.04 $203,765 - $312,654
8,441 Added 18.9%
53,091 $1.73 Million
Q1 2020

May 04, 2020
BUY
$22.51 - $42.68 $35,115 - $66,580
1,560 Added 3.62%
44,650 $1.18 Million
Q4 2019

Jan 31, 2020
SELL
$37.75 - $42.41 $15,553 - $17,472
-412 Reduced 0.95%
43,090 $1.81 Million
Q3 2019

Nov 06, 2019
SELL
$39.14 - $40.36 $20,117 - $20,745
-514 Reduced 1.17%
43,502 $1.72 Million
Q2 2019

Aug 05, 2019
SELL
N/A
-734 Reduced 1.64%
44,016 $1.76 Million
Q1 2019

May 09, 2019
BUY
N/A
857 Added 1.95%
44,750 $2,000
Q4 2018

Jan 29, 2019
SELL
N/A
-2,964 Reduced 6.33%
43,893 $1.51 Million
Q3 2018

Oct 29, 2018
BUY
N/A
2,432 Added 5.47%
46,857 $1.94 Million
Q2 2018

Jul 19, 2018
BUY
N/A
44,425 New
44,425 $1.79 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-165 Closed
0 $0
Q2 2017

Aug 16, 2017
BUY
N/A
165
165 $0

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
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