Sugarloaf Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 750 shares of EZM stock, worth $47,107. This represents 0.01% of its overall portfolio holdings.

Number of Shares
750
Previous 750 -0.0%
Holding current value
$47,107
Previous $43,000 6.98%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 13, 2023
BUY
$47.28 - $52.94 $47 - $52
1 Added 0.13%
750 $39,000
Q1 2023

Apr 26, 2023
SELL
$47.09 - $55.78 $47 - $55
-1 Reduced 0.13%
749 $37,000
Q3 2022

Oct 11, 2022
SELL
$43.88 - $52.9 $3,378 - $4,073
-77 Reduced 9.31%
750 $33,000
Q4 2019

Jan 29, 2020
BUY
$37.75 - $42.41 $31,219 - $35,073
827 New
827 $35,000

Others Institutions Holding EZM

# of Institutions
154
Shares Held
7.41M
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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