Pinnacle Private Wealth, LLC Wisdomtree U.S. Midcap Fund Transaction History

Pinnacle Private Wealth, LLC

  • $256 Million
  • Q2 2022

A detailed history of Pinnacle Private Wealth, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 9,674 shares of EZM stock, worth $626,971. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,674
Previous 11,549 16.24%
Holding current value
$626,971
Previous $631,000 29.48%
% of portfolio
0.17%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 15, 2022
SELL
$45.15 - $55.11 $84,656 - $103,331
-1,875 Reduced 16.24%
9,674 $445,000
Q1 2022

Apr 29, 2022
SELL
$51.5 - $57.18 $20,909 - $23,215
-406 Reduced 3.4%
11,549 $631,000
Q4 2021

Feb 07, 2022
BUY
$52.62 - $57.03 $629,072 - $681,793
11,955 New
11,955 $673,000

Others Institutions Holding EZM

# of Institutions
154
Shares Held
7.41M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. MIDCAP FUND

EZM Quotes by TradingView
  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
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