Strategic Advocates LLC Wisdomtree U.S. Midcap Fund Transaction History

Strategic Advocates LLC

$384 Billion
Q3 2025

A detailed history of Strategic Advocates LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Strategic Advocates LLC holds 8 shares of EZM stock, worth $517. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$517

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 26, 2025	BUY	$61.83 - $67.07 $494 - $536	8 New	8 $527,000

Others Institutions Holding EZM

# of Institutions

165

Shares Held

8.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

970K
Shares

$62.8 Million
0.02% of portfolio
Ubs Group Ag

614K
Shares

$39.7 Million
0.01% of portfolio
Davenport & CO LLC

567K
Shares

$36.7 Million
0.21% of portfolio
Bank Of America Corp Charlotte, NC

508K
Shares

$32.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

463K
Shares

$29.9 Million
0.0% of portfolio

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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