Northeast Financial Consultants Inc Wisdomtree U.S. Midcap Fund Transaction History

Northeast Financial Consultants Inc

$2.25 Billion
Q3 2024

A detailed history of Northeast Financial Consultants Inc transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Northeast Financial Consultants Inc holds 32,505 shares of EZM stock, worth $2.1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

32,505

Previous 32,505 -0.0%

Holding current value

$2.1 Million

Previous $1.88 Million 7.88%

% of portfolio

0.09%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	SELL	$56.57 - $60.6 $67,884 - $72,720	-1,200 Reduced 3.56%	32,505 $1.88 Million
Q4 2023 Feb 14, 2024	SELL	$47.01 - $57.98 $95,054 - $117,235	-2,022 Reduced 5.66%	33,705 $1.93 Million
Q2 2023 Aug 08, 2023	BUY	$47.28 - $52.94 $95,600 - $107,044	2,022 Added 6.0%	35,727 $1.89 Million
Q4 2022 Feb 13, 2023	SELL	$45.28 - $52.03 $81,504 - $93,654	-1,800 Reduced 5.07%	33,705 $1.64 Million
Q4 2021 Feb 11, 2022	SELL	$52.62 - $57.03 $946,107 - $1.03 Million	-17,980 Reduced 33.62%	35,505 $2 Million
Q3 2021 Nov 15, 2021	SELL	$49.81 - $54.23 $187,783 - $204,447	-3,770 Reduced 6.58%	53,485 $2.78 Million
Q4 2020 Feb 12, 2021	SELL	$34.56 - $43.66 $103,680 - $130,979	-3,000 Reduced 4.98%	57,255 $2.49 Million
Q3 2020 Oct 29, 2020	SELL	$31.23 - $36.34 $412,704 - $480,233	-13,215 Reduced 17.99%	60,255 $2.06 Million
Q2 2020 Jul 30, 2020	SELL	$24.14 - $37.04 $1.14 Million - $1.75 Million	-47,175 Reduced 39.1%	73,470 $2.39 Million
Q1 2020 May 13, 2020	SELL	$22.51 - $42.68 $41,328 - $78,360	-1,836 Reduced 1.5%	120,645 $3.19 Million
Q4 2019 Feb 14, 2020	SELL	$37.75 - $42.41 $28,312 - $31,807	-750 Reduced 0.61%	122,481 $5.16 Million
Q3 2019 Nov 13, 2019	SELL	$39.14 - $40.36 $190,807 - $196,755	-4,875 Reduced 3.81%	123,231 $4.86 Million
Q2 2019 Aug 09, 2019	SELL	N/A	-21,300 Reduced 14.26%	128,106 $5.12 Million
Q4 2018 Feb 12, 2019	BUY	N/A	53,415 Added 55.65%	149,406 $5.12 Million
Q3 2018 Nov 08, 2018	BUY	N/A	6,021 Added 6.69%	95,991 $3.97 Million
Q2 2018 Jul 27, 2018	SELL	N/A	-3,000 Reduced 3.23%	89,970 $3.61 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-6,780 Reduced 6.8%	92,970 $3.69 Million
Q3 2017 Nov 13, 2017	BUY	N/A	99,750	99,750 $3.72 Million

Others Institutions Holding EZM

# of Institutions

154

Shares Held

7.41M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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Northeast Financial Consultants Inc Wisdomtree U.S. Midcap Fund Transaction History