Wealth Enhancement Advisory Services, LLC Wisdomtree U.S. Midcap Fund Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 8,842 shares of EZM stock, worth $560,494. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,842

Previous 9,473 6.66%

Holding current value

$560,494

Previous $561,000 2.67%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$51.81 - $61.79 $32,692 - $38,989	-631 Reduced 6.66%	8,842 $546,000
Q1 2025 Apr 16, 2025	BUY	$58.11 - $65.29 $31,669 - $35,583	545 Added 6.1%	9,473 $561,000
Q4 2024 Mar 17, 2025	BUY	$61.21 - $68.19 $33,359 - $37,163	545 Added 6.5%	8,928 $558,000
Q3 2024 Oct 23, 2024	BUY	$56.83 - $62.44 $59,273 - $65,124	1,043 Added 14.21%	8,383 $522,000
Q2 2024 Jul 16, 2024	BUY	$56.57 - $60.6 $12,275 - $13,150	217 Added 3.05%	7,340 $424,000
Q1 2024 Apr 15, 2024	BUY	$55.25 - $61.02 $5,967 - $6,590	108 Added 1.54%	7,123 $434,000
Q3 2023 Nov 13, 2023	BUY	$49.88 - $55.46 $349,908 - $389,051	7,015 New	7,015 $355,000

Others Institutions Holding EZM

# of Institutions

161

Shares Held

7.41M

Call Options Held

Put Options Held

457

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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Wealth Enhancement Advisory Services, LLC Wisdomtree U.S. Midcap Fund Transaction History