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

Psi Advisors, LLC

$334 Million
Q4 2024

A detailed history of Psi Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Psi Advisors, LLC holds 8,065 shares of EZM stock, worth $505,675. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,065

Previous 8,293 2.75%

Holding current value

$505,675

Previous $516,000 2.33%

% of portfolio

0.15%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$61.21 - $68.19 $13,955 - $15,547	-228 Reduced 2.75%	8,065 $504,000
Q1 2024 Apr 24, 2024	SELL	$55.25 - $61.02 $13,812 - $15,255	-250 Reduced 2.93%	8,293 $506,000
Q3 2023 Oct 13, 2023	SELL	$49.88 - $55.46 $17,408 - $19,355	-349 Reduced 3.92%	8,543 $433,000
Q2 2023 Jul 21, 2023	SELL	$47.28 - $52.94 $21,465 - $24,034	-454 Reduced 4.86%	8,892 $470,000
Q1 2023 Apr 25, 2023	BUY	$47.09 - $55.78 $37,813 - $44,791	803 Added 9.4%	9,346 $464,000
Q4 2022 Jan 19, 2023	SELL	$45.28 - $52.03 $2.73 Million - $3.14 Million	-60,400 Reduced 87.61%	8,543 $0
Q3 2022 Oct 20, 2022	SELL	$43.88 - $52.9 $467,278 - $563,332	-10,649 Reduced 13.38%	68,943 $3.03 Million
Q2 2022 Jul 18, 2022	SELL	$45.15 - $55.11 $95,943 - $117,108	-2,125 Reduced 2.6%	79,592 $3.66 Million
Q1 2022 Apr 20, 2022	BUY	$51.5 - $57.18 $669 - $743	13 Added 0.02%	81,717 $4.47 Million
Q4 2021 Feb 11, 2022	BUY	$52.62 - $57.03 $13,418 - $14,542	255 Added 0.31%	81,704 $4.6 Million
Q3 2021 Nov 12, 2021	BUY	$49.81 - $54.23 $137,525 - $149,729	2,761 Added 3.51%	81,449 $4.24 Million
Q2 2021 Aug 10, 2021	SELL	$50.97 - $54.49 $91,389 - $97,700	-1,793 Reduced 2.23%	78,688 $4.12 Million
Q1 2021 May 11, 2021	SELL	$42.79 - $52.29 $81,557 - $99,664	-1,906 Reduced 2.31%	80,481 $4.1 Million
Q4 2020 Feb 08, 2021	SELL	$34.56 - $43.66 $210,159 - $265,496	-6,081 Reduced 6.87%	82,387 $3.58 Million
Q3 2020 Nov 12, 2020	SELL	$31.23 - $36.34 $40,755 - $47,423	-1,305 Reduced 1.45%	88,468 $3.02 Million
Q2 2020 Aug 04, 2020	SELL	$24.14 - $37.04 $14,435 - $22,149	-598 Reduced 0.66%	89,773 $36.6 Million
Q1 2020 May 15, 2020	SELL	$22.51 - $42.68 $55,779 - $105,761	-2,478 Reduced 2.67%	90,371 $2.37 Million
Q4 2019 Feb 13, 2020	BUY	$37.75 - $42.41 $3.51 Million - $3.94 Million	92,849 New	92,849 $3.91 Million

Others Institutions Holding EZM

# of Institutions

159

Shares Held

8.4M

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 Psi Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account