Orgel Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History

Orgel Wealth Management, LLC

$3.58 Billion
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$22.51 - $42.68 $3.56 Million - $6.76 Million	-158,349 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$37.75 - $42.41 $1.83 Million - $2.06 Million	48,555 Added 44.22%	158,349 $6.95 Million
Q3 2019 Dec 06, 2019	BUY	$39.14 - $40.36 $29,159 - $30,068	745 Added 0.68%	109,794 $4.33 Million
Q3 2019 Oct 15, 2019	BUY	$39.14 - $40.36 $174,368 - $179,803	4,455 Added 4.26%	109,049 $4.3 Million
Q2 2019 Jan 28, 2020	BUY	N/A	600 Added 0.58%	104,594 $4.18 Million
Q2 2019 Jul 12, 2019	BUY	N/A	5,209 Added 5.27%	103,994 $4.16 Million
Q1 2019 Jan 28, 2020	BUY	N/A	152 Added 0.15%	98,785 $3.89 Million
Q1 2019 Apr 29, 2019	BUY	N/A	11,023 Added 12.58%	98,633 $3.88 Million
Q4 2018 Jan 14, 2019	BUY	N/A	37,699 Added 75.53%	87,610 $3 Million
Q3 2018 Oct 11, 2018	BUY	N/A	4,842 Added 10.74%	49,911 $2.06 Million
Q2 2018 Jul 16, 2018	BUY	N/A	5,655 Added 14.35%	45,069 $1.81 Million
Q1 2018 Apr 25, 2018	BUY	N/A	8,833 Added 28.88%	39,414 $1.53 Million
Q4 2017 Feb 09, 2018	BUY	N/A	23,154 Added 311.75%	30,581 $1.21 Million
Q3 2017 Nov 13, 2017	BUY	N/A	759 Added 11.38%	7,427 $277,000
Q2 2017 Aug 10, 2017	BUY	N/A	6,668	6,668 $239,000

Others Institutions Holding EZM

# of Institutions

155

Shares Held

7.42M

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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