Western Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Western Wealth Management, LLC holds 16,618 shares of EZM stock, worth $1.04 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
16,618
Previous 16,515 0.62%
Holding current value
$1.04 Million
Previous $954,000 8.49%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$56.83 - $62.44 $5,853 - $6,431
103 Added 0.62%
16,618 $1.04 Million
Q2 2024

Jul 19, 2024
SELL
$56.57 - $60.6 $10,635 - $11,392
-188 Reduced 1.13%
16,515 $954,000
Q1 2024

May 02, 2024
BUY
$55.25 - $61.02 $14,144 - $15,621
256 Added 1.56%
16,703 $1.02 Million
Q4 2023

Jan 31, 2024
BUY
$47.01 - $57.98 $773,173 - $953,597
16,447 New
16,447 $943,000

Others Institutions Holding EZM

# of Institutions
154
Shares Held
7.41M
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
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email