Stifel Financial Corp Wisdomtree U.S. Midcap Fund Transaction History

Stifel Financial Corp

$99.8 Billion
Q2 2025

A detailed history of Stifel Financial Corp transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Stifel Financial Corp holds 6,336 shares of EZM stock, worth $413,550. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,336

Previous 7,742 18.16%

Holding current value

$413,550

Previous $461,000 15.18%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$51.81 - $61.79 $72,844 - $86,876	-1,406 Reduced 18.16%	6,336 $391,000
Q1 2025 May 13, 2025	SELL	$58.11 - $65.29 $4,939 - $5,549	-85 Reduced 1.09%	7,742 $461,000
Q4 2024 Feb 13, 2025	BUY	$61.21 - $68.19 $13,160 - $14,660	215 Added 2.82%	7,827 $489,000
Q3 2024 Nov 14, 2024	SELL	$56.83 - $62.44 $5,683 - $6,244	-100 Reduced 1.3%	7,612 $474,000
Q1 2024 May 13, 2024	BUY	$55.25 - $61.02 $29,116 - $32,157	527 Added 7.33%	7,712 $470,000
Q4 2023 Feb 12, 2024	BUY	$47.01 - $57.98 $74,087 - $91,376	1,576 Added 28.1%	7,185 $412,000
Q3 2023 Nov 13, 2023	SELL	$49.88 - $55.46 $320,878 - $356,774	-6,433 Reduced 53.42%	5,609 $284,000
Q2 2023 Aug 14, 2023	BUY	$47.28 - $52.94 $26,949 - $30,175	570 Added 4.97%	12,042 $637,000
Q1 2023 May 12, 2023	SELL	$47.09 - $55.78 $35,364 - $41,890	-751 Reduced 6.14%	11,472 $570,000
Q4 2022 Feb 13, 2023	BUY	$45.28 - $52.03 $333,487 - $383,200	7,365 Added 151.61%	12,223 $594,000
Q3 2022 Nov 14, 2022	SELL	$43.88 - $52.9 $7,679 - $9,257	-175 Reduced 3.48%	4,858 $214,000
Q2 2022 Aug 15, 2022	SELL	$45.15 - $55.11 $331,355 - $404,452	-7,339 Reduced 59.32%	5,033 $231,000
Q1 2022 May 13, 2022	SELL	$51.5 - $57.18 $69,576 - $77,250	-1,351 Reduced 9.84%	12,372 $677,000
Q4 2021 Feb 14, 2022	BUY	$52.62 - $57.03 $8,156 - $8,839	155 Added 1.14%	13,723 $772,000
Q3 2021 Nov 15, 2021	BUY	$49.81 - $54.23 $54,541 - $59,381	1,095 Added 8.78%	13,568 $706,000
Q2 2021 Aug 13, 2021	BUY	$50.97 - $54.49 $89,503 - $95,684	1,756 Added 16.39%	12,473 $653,000
Q1 2021 May 14, 2021	BUY	$42.79 - $52.29 $458,580 - $560,391	10,717 New	10,717 $546,000
Q2 2020 Aug 14, 2020	SELL	$24.14 - $37.04 $336,342 - $516,078	-13,933 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$22.51 - $42.68 $542,626 - $1.03 Million	-24,106 Reduced 63.37%	13,933 $368,000
Q4 2019 Feb 13, 2020	BUY	$37.75 - $42.41 $31,030 - $34,861	822 Added 2.21%	38,039 $1.6 Million
Q3 2019 Nov 13, 2019	BUY	$39.14 - $40.36 $63,993 - $65,988	1,635 Added 4.6%	37,217 $1.47 Million
Q1 2019 May 14, 2019	BUY	N/A	6,603 Added 22.79%	35,582 $1.4 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-1,320 Reduced 4.36%	28,979 $994,000
Q3 2018 Nov 13, 2018	SELL	N/A	-900 Reduced 2.88%	30,299 $1.25 Million
Q1 2018 May 11, 2018	SELL	N/A	-1,410 Reduced 4.32%	31,199 $1.21 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-715 Reduced 2.15%	32,609 $1.3 Million
Q3 2017 Nov 13, 2017	BUY	N/A	33,324	33,324 $0

Others Institutions Holding EZM

# of Institutions

161

Shares Held

7.46M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

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Stifel Financial Corp Wisdomtree U.S. Midcap Fund Transaction History