Rockefeller Capital Management L.P. Wisdomtree U.S. Midcap Fund Transaction History

Rockefeller Capital Management L.P.

$42.4 Billion
Q2 2025

A detailed history of Rockefeller Capital Management L.P. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Rockefeller Capital Management L.P. holds 15,417 shares of EZM stock, worth $974,971. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,417

Previous 15,417 -0.0%

Holding current value

$974,971

Previous $952,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$51.81 - $61.79 $41,448 - $49,432	-800 Reduced 4.93%	15,417 $952,000
Q1 2025 May 14, 2025	BUY	$58.11 - $65.29 $4,881 - $5,484	84 Added 0.52%	16,217 $966,000
Q4 2024 Feb 13, 2025	SELL	$61.21 - $68.19 $99,343 - $110,672	-1,623 Reduced 9.14%	16,133 $1.01 Million
Q3 2024 Nov 14, 2024	BUY	$56.83 - $62.44 $63,365 - $69,620	1,115 Added 6.7%	17,756 $1.11 Million
Q2 2024 Aug 12, 2024	BUY	$56.57 - $60.6 $941,381 - $1.01 Million	16,641 New	16,641 $961,000
Q3 2022 Nov 02, 2022	SELL	$43.88 - $52.9 $3,949 - $4,761	-90 Reduced 14.29%	540 $23,000
Q2 2022 Aug 12, 2022	BUY	$45.15 - $55.11 $13,093 - $15,981	290 Added 85.29%	630 $28,000
Q1 2022 May 13, 2022	BUY	$51.5 - $57.18 $15,450 - $17,154	300 Added 750.0%	340 $18,000
Q4 2020 Feb 12, 2021	BUY	$34.56 - $43.66 $1,382 - $1,746	40 New	40 $1,000

Others Institutions Holding EZM

# of Institutions

164

Shares Held

7.57M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

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Rockefeller Capital Management L.P. Wisdomtree U.S. Midcap Fund Transaction History