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 $358,518. This represents 0.32% of its overall portfolio holdings.

Number of Shares

5,718

Holding current value

$358,518

% 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

159

Shares Held

8.4M

Call Options Held

Put Options Held

Ubs Group Ag

807K
Shares

$50.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

804K
Shares

$50.4 Million
0.02% of portfolio
Davenport & CO LLC

549K
Shares

$34.4 Million
0.21% of portfolio
Morgan Stanley New York, NY

502K
Shares

$31.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

492K
Shares

$30.8 Million
0.0% of portfolio

View Full List

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

More about EZM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Note Advisors, LLC with notifications on news.

Account