Steward Partners Investment Advisory, LLC Wisdomtree U.S. Midcap Fund Transaction History

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 100,628 shares of EZM stock, worth $5.74 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
100,628
Previous 4,128 2337.69%
Holding current value
$5.74 Million
Previous $236,000 2501.69%
% of portfolio
0.07%
Previous 0.0%

Shares

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

May 15, 2024
BUY
$55.25 - $61.02 $5.33 Million - $5.89 Million
96,500 Added 2337.69%
100,628 $6.14 Million
Q4 2023

Feb 12, 2024
BUY
$47.01 - $57.98 $9,402 - $11,596
200 Added 5.09%
4,128 $236,000
Q1 2023

May 15, 2023
BUY
$47.09 - $55.78 $9,088 - $10,765
193 Added 5.17%
3,928 $195,000
Q4 2022

Feb 15, 2023
BUY
$47.66 - $52.03 $9,532 - $10,406
200 Added 5.66%
3,735 $181,000
Q2 2022

Aug 04, 2022
SELL
N/A
-700 Reduced 16.53%
3,535 $163,000
Q3 2021

Nov 12, 2021
BUY
N/A
1,200 Added 39.54%
4,235 $220,000
Q2 2021

Aug 13, 2021
SELL
N/A
-1,905 Reduced 38.56%
3,035 $159,000
Q1 2021

May 14, 2021
BUY
N/A
1,340 Added 37.22%
4,940 $0
Q2 2020

Aug 06, 2020
BUY
N/A
500 Added 16.13%
3,600 $117,000
Q1 2020

Apr 29, 2020
SELL
N/A
-4,120 Reduced 57.06%
3,100 $81,000
Q4 2019

Jan 17, 2020
BUY
N/A
2,095 Added 40.88%
7,220 $303,000
Q3 2019

Oct 30, 2019
BUY
N/A
3,825 Added 294.23%
5,125 $202,000
Q2 2019

Jul 25, 2019
BUY
N/A
1,300 New
1,300 $52,000
Q4 2018

Jan 15, 2019
SELL
N/A
-8,007 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
N/A
-714 Reduced 8.19%
8,007 $331,000
Q2 2018

Jul 20, 2018
BUY
N/A
8,721 New
8,721 $350,000

Others Institutions Holding EZM

# of Institutions
159
Shares Held
7.89M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. MIDCAP FUND

EZM Quotes by TradingView
  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
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