Retirement Group, LLC Wisdomtree U.S. Midcap Fund Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$47.09 - $55.78 $47 - $55	1 Added 0.21%	483 $24,000
Q4 2022 Feb 15, 2023	SELL	$45.28 - $52.03 $769 - $884	-17 Reduced 3.41%	482 $23,000
Q3 2022 Nov 14, 2022	SELL	$43.88 - $52.9 $1,009 - $1,216	-23 Reduced 4.41%	499 $22,000
Q2 2022 Aug 04, 2022	BUY	$45.15 - $55.11 $90 - $110	2 Added 0.38%	522 $24,000
Q1 2022 May 06, 2022	BUY	$51.5 - $57.18 $51 - $57	1 Added 0.19%	520 $28,000
Q4 2021 Feb 09, 2022	BUY	$52.62 - $57.03 $105 - $114	2 Added 0.39%	519 $29,000
Q3 2021 Nov 16, 2021	BUY	$49.81 - $54.23 $99 - $108	2 Added 0.39%	517 $27,000
Q2 2021 Aug 17, 2021	BUY	$50.97 - $54.49 $101 - $108	2 Added 0.39%	515 $27,000
Q1 2021 May 04, 2021	BUY	$42.79 - $52.29 $42 - $52	1 Added 0.2%	513 $26,000
Q4 2020 Feb 22, 2021	BUY	$34.56 - $43.66 $103 - $130	3 Added 0.59%	512 $22,000
Q3 2020 Nov 16, 2021	SELL	$31.23 - $36.34 $199,028 - $231,594	-6,373 Reduced 92.6%	509 $17,000
Q3 2020 Sep 08, 2021	BUY	$31.23 - $36.34 $199,091 - $231,667	6,375 Added 1257.4%	6,882 $51,000
Q2 2020 Sep 08, 2021	BUY	$24.14 - $37.04 $120 - $185	5 Added 1.0%	507 $17,000
Q4 2019 Aug 30, 2021	BUY	$37.75 - $42.41 $18,950 - $21,289	502 New	502 $21,000

Others Institutions Holding EZM

# of Institutions

154

Shares Held

7.41M

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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