Team Financial Group, LLC Wisdomtree U.S. Midcap Fund Transaction History

Team Financial Group, LLC

  • $216 Billion
  • Q3 2025

A detailed history of Team Financial Group, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Team Financial Group, LLC holds 6,926 shares of EZM stock, worth $448,112. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,926
Previous 7,001 1.07%
Holding current value
$448,112
Previous $432 Million 5.56%
% of portfolio
0.21%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
SELL
$61.83 - $67.07 $4,637 - $5,030
-75 Reduced 1.07%
6,926 $457 Million
Q2 2025

Jul 21, 2025
SELL
$51.81 - $61.79 $72,482 - $86,444
-1,399 Reduced 16.65%
7,001 $432 Million
Q1 2025

Apr 22, 2025
SELL
$58.11 - $65.29 $261,436 - $293,739
-4,499 Reduced 34.88%
8,400 $501 Million
Q4 2024

Jan 17, 2025
SELL
$61.21 - $68.19 $327,718 - $365,089
-5,354 Reduced 29.33%
12,899 $806 Million
Q3 2024

Oct 23, 2024
SELL
$56.83 - $62.44 $257,326 - $282,728
-4,528 Reduced 19.88%
18,253 $1.14 Billion
Q2 2024

Aug 13, 2024
BUY
$56.57 - $60.6 $64,772 - $69,387
1,145 Added 5.29%
22,781 $1.32 Billion
Q1 2024

May 10, 2024
BUY
$55.25 - $61.02 $53,647 - $59,250
971 Added 4.7%
21,636 $1.32 Billion
Q4 2023

Feb 14, 2024
BUY
$47.01 - $57.98 $134,213 - $165,532
2,855 Added 16.03%
20,665 $1.19 Billion
Q3 2023

Nov 15, 2023
BUY
$49.88 - $55.46 $888,362 - $987,742
17,810 New
17,810 $904 Million

Others Institutions Holding EZM

# of Institutions
165
Shares Held
8.1M
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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