Summit Financial, LLC Wisdomtree U.S. Midcap Fund Transaction History

Summit Financial, LLC

$4.38 Billion
Q2 2025

A detailed history of Summit Financial, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Summit Financial, LLC holds 18,878 shares of EZM stock, worth $1.18 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

18,878

Holding current value

$1.18 Million

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$51.81 - $61.79 $978,069 - $1.17 Million	18,878 New	18,878 $1.17 Million

Others Institutions Holding EZM

# of Institutions

163

Shares Held

7.58M

Call Options Held

Put Options Held

Davenport & CO LLC

666K
Shares

$41.7 Million
0.24% of portfolio
Ubs Group Ag

665K
Shares

$41.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

534K
Shares

$33.4 Million
0.0% of portfolio
Morgan Stanley New York, NY

459K
Shares

$28.7 Million
0.0% of portfolio
Truist Financial Corp

417K
Shares

$26.1 Million
0.04% of portfolio

View Full List

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

More about EZM

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Summit Financial, LLC Wisdomtree U.S. Midcap Fund Transaction History