Patriot Financial Group Insurance Agency, LLC Wisdomtree U.S. Midcap Fund Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	N/A	116 Added 3.46%	3,470 $160,000
Q1 2022 May 11, 2022	BUY	N/A	176 Added 5.54%	3,354 $183,000
Q4 2021 Jan 10, 2022	BUY	N/A	93 Added 3.01%	3,178 $179,000
Q3 2021 Nov 24, 2021	BUY	N/A	68 Added 2.25%	3,085 $160,000
Q2 2021 Jul 30, 2021	BUY	N/A	354 Added 13.29%	3,017 $158,000

Q1 2021 Apr 29, 2021	SELL	N/A	-114 Reduced 4.11%	2,663 $136,000
Q4 2020 Jan 15, 2021	BUY	N/A	745 Added 36.66%	2,777 $121,000
Q3 2020 Oct 21, 2020	SELL	N/A	-344 Reduced 14.48%	2,032 $69,000
Q2 2020 Jul 10, 2020	SELL	N/A	-1,472 Reduced 38.25%	2,376 $77,000
Q1 2020 Apr 15, 2020	BUY	N/A	144 Added 3.89%	3,848 $102,000
Q4 2019 Jan 22, 2020	SELL	N/A	-54 Reduced 1.44%	3,704 $156,000
Q3 2019 Oct 25, 2019	BUY	N/A	781 Added 26.23%	3,758 $148,000
Q2 2019 Aug 07, 2019	BUY	N/A	100 Added 3.48%	2,977 $119,000
Q1 2019 Apr 29, 2019	BUY	N/A	365 Added 14.53%	2,877 $113,000
Q4 2018 Feb 04, 2019	SELL	N/A	-486 Reduced 16.21%	2,512 $86,000
Q3 2018 Oct 30, 2018	BUY	N/A	2,921 Added 3793.51%	2,998 $124,000
Q2 2018 Aug 14, 2018	SELL	N/A	-1,901 Reduced 96.11%	77 $3,000
Q1 2018 May 14, 2018	BUY	N/A	3 Added 0.15%	1,978 $75,000
Q4 2017 Feb 14, 2018	BUY	N/A	6 Added 0.3%	1,975 $81,000
Q3 2017 Oct 26, 2017	BUY	N/A	791 Added 67.15%	1,969 $74,000
Q2 2017 Aug 08, 2017	BUY	N/A	1,178	1,178 $42,000

Others Institutions Holding EZM

# of Institutions

159

Shares Held

7.89M

Call Options Held

Put Options Held

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 Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account