Note Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History

Note Advisors, LLC

$113 Billion
Q4 2024

A detailed history of Note Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Note Advisors, LLC holds 5,718 shares of EZM stock, worth $324,324. This represents 0.32% of its overall portfolio holdings.

Number of Shares

5,718

Holding current value

$324,324

% of portfolio

0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$61.21 - $68.19 $349,998 - $389,910	5,718 New	5,718 $357 Million

Others Institutions Holding EZM

# of Institutions

162

Shares Held

8.32M

Call Options Held

Put Options Held

Ubs Group Ag

807K
Shares

$45.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

804K
Shares

$45.6 Million
0.02% of portfolio
Davenport & CO LLC

596K
Shares

$33.8 Million
0.22% of portfolio
Morgan Stanley New York, NY

502K
Shares

$28.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

492K
Shares

$27.9 Million
0.0% of portfolio

View Full List

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

More about EZM

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