Wealthspire Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 13,194 shares of EZM stock, worth $783,591. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,194
Previous 6,884 91.66%
Holding current value
$783,591
Previous $429,000 92.07%
% of portfolio
0.01%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$61.21 - $68.19 $386,235 - $430,278
6,310 Added 91.66%
13,194 $824,000
Q3 2024

Nov 13, 2024
SELL
$56.83 - $62.44 $17,674 - $19,418
-311 Reduced 4.32%
6,884 $429,000
Q3 2023

Nov 06, 2023
SELL
$49.88 - $55.46 $19,004 - $21,130
-381 Reduced 5.03%
7,195 $365,000
Q2 2023

Jul 31, 2023
SELL
$47.28 - $52.94 $5,342 - $5,982
-113 Reduced 1.47%
7,576 $401,000
Q1 2023

May 09, 2023
SELL
$47.09 - $55.78 $4,709 - $5,578
-100 Reduced 1.28%
7,689 $382,000
Q1 2022

May 09, 2022
BUY
$51.5 - $57.18 $20,136 - $22,357
391 Added 5.29%
7,789 $426,000
Q3 2021

Nov 15, 2021
BUY
$49.81 - $54.23 $368,494 - $401,193
7,398 New
7,398 $385,000
Q2 2021

Aug 13, 2021
SELL
$50.97 - $54.49 $413,111 - $441,641
-8,105 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$42.79 - $52.29 $346,812 - $423,810
8,105 New
8,105 $413,000
Q2 2020

Aug 14, 2020
SELL
$24.14 - $37.04 $253,470 - $388,920
-10,500 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$22.51 - $42.68 $236,355 - $448,140
10,500 New
10,500 $277,000

Others Institutions Holding EZM

# of Institutions
159
Shares Held
8.4M
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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