A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 291,593 shares of EZM stock, worth $16.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
291,593
Previous 414,086 29.58%
Holding current value
$16.7 Million
Previous $23.8 Million 25.13%
% of portfolio
0.03%
Previous 0.04%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$55.25 - $61.02 $6.77 Million - $7.47 Million
-122,493 Reduced 29.58%
291,593 $17.8 Million
Q4 2023

Jan 16, 2024

SELL
$47.01 - $57.98 $960,226 - $1.18 Million
-20,426 Reduced 4.7%
414,086 $23.8 Million
Q3 2023

Oct 24, 2023

BUY
$49.88 - $55.46 $668,092 - $742,831
13,394 Added 3.18%
434,512 $22 Million
Q2 2023

Jul 25, 2023

SELL
$47.28 - $52.94 $1.06 Million - $1.18 Million
-22,346 Reduced 5.04%
421,118 $22.3 Million
Q1 2023

Apr 14, 2023

SELL
$47.09 - $55.78 $16.1 Million - $19 Million
-340,963 Reduced 43.47%
443,464 $22.1 Million
Q4 2022

Feb 08, 2023

BUY
$47.66 - $52.03 $3.45 Million - $3.77 Million
72,430 Added 10.17%
784,427 $38.1 Million
Q3 2022

Oct 25, 2022

BUY
N/A
68,609 Added 10.66%
711,997 $31.3 Million
Q2 2022

Aug 12, 2022

BUY
N/A
58,427 Added 9.99%
643,388 $29.6 Million
Q1 2022

May 11, 2022

BUY
N/A
69,175 Added 13.41%
584,961 $32 Million
Q4 2021

Feb 08, 2022

BUY
N/A
55,822 Added 12.14%
515,786 $29 Million
Q3 2021

Nov 02, 2021

BUY
N/A
29,483 Added 6.85%
459,964 $23.9 Million
Q2 2021

Aug 11, 2021

BUY
N/A
38,576 Added 9.84%
430,481 $22.6 Million
Q1 2021

May 14, 2021

SELL
N/A
-1,030 Reduced 0.26%
391,905 $20 Million
Q4 2020

Feb 12, 2021

SELL
N/A
-40,056 Reduced 9.25%
392,935 $17.1 Million
Q3 2020

Nov 04, 2020

SELL
N/A
-377,688 Reduced 46.59%
432,991 $14.8 Million
Q2 2020

Jul 17, 2020

SELL
N/A
-16,918 Reduced 2.04%
810,679 $26.4 Million
Q1 2020

Apr 21, 2020

BUY
N/A
72,444 Added 9.59%
827,597 $21.9 Million
Q4 2019

Feb 12, 2020

BUY
N/A
53,851 Added 7.68%
755,153 $31.8 Million
Q3 2019

Nov 07, 2019

SELL
N/A
-12,413 Reduced 1.74%
701,302 $27.7 Million
Q2 2019

Aug 06, 2019

BUY
N/A
163,825 Added 29.79%
713,715 $28.5 Million
Q1 2019

May 06, 2019

BUY
N/A
86,051 Added 18.55%
549,890 $21.6 Million
Q4 2018

Feb 11, 2019

SELL
N/A
-56,439 Reduced 10.85%
463,839 $15.9 Million
Q3 2018

Nov 14, 2018

BUY
N/A
69,436 Added 15.4%
520,278 $21.5 Million
Q2 2018

Jul 30, 2018

BUY
N/A
44,660 Added 11.0%
450,842 $18.1 Million
Q1 2018

Apr 16, 2018

BUY
N/A
88,212 Added 27.74%
406,182 $15.7 Million
Q4 2017

Feb 09, 2018

BUY
N/A
44,976 Added 16.48%
317,970 $12.6 Million
Q3 2017

Oct 26, 2017

BUY
N/A
26,141 Added 10.59%
272,994 $10.2 Million
Q2 2017

Aug 15, 2017

BUY
N/A
246,853
246,853 $8.84 Million

Others Institutions Holding EZM

About WISDOMTREE U.S. MIDCAP FUND


  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
Track This Portfolio

Track Raymond James Financial Services Advisors, Inc. Portfolio

Follow Raymond James Financial Services Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Raymond James Financial Services Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Services Advisors, Inc. with notifications on news.