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 $521,724. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,065

Previous 8,293 2.75%

Holding current value

$521,724

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

156

Shares Held

7.64M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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