Unified Investment Management Wisdomtree U.S. Midcap Fund Transaction History

Unified Investment Management

  • $84.6 Billion
  • Q1 2025

A detailed history of Unified Investment Management transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Unified Investment Management holds 3,770 shares of EZM stock, worth $213,834. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,770
Previous 6,318 40.33%
Holding current value
$213,834
Previous $395 Million 43.11%
% of portfolio
0.27%
Previous 0.45%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$58.11 - $65.29 $148,064 - $166,358
-2,548 Reduced 40.33%
3,770 $225 Million
Q4 2024

Feb 06, 2025
BUY
$61.21 - $68.19 $386,724 - $430,824
6,318 New
6,318 $395 Million

Others Institutions Holding EZM

# of Institutions
162
Shares Held
8.32M
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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