Tallon Kerry Patrick Wisdomtree U.S. Midcap Fund Transaction History

Tallon Kerry Patrick

$104 Billion
Q4 2024

A detailed history of Tallon Kerry Patrick transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Tallon Kerry Patrick holds 3,750 shares of EZM stock, worth $240,337. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,750

Holding current value

$240,337

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$61.21 - $68.19 $229,537 - $255,712	3,750 New	3,750 $233 Million

Others Institutions Holding EZM

# of Institutions

156

Shares Held

7.43M

Call Options Held

Put Options Held

Ubs Group Ag

898K
Shares

$57.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

605K
Shares

$38.8 Million
0.0% of portfolio
Davenport & CO LLC

516K
Shares

$33.1 Million
0.19% of portfolio
Truist Financial Corp

478K
Shares

$30.6 Million
0.05% of portfolio
Morgan Stanley New York, NY

476K
Shares

$30.5 Million
0.0% of portfolio

View Full List

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

More about EZM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tallon Kerry Patrick, based on Form 13F filings with the SEC.

News

Stay updated on Tallon Kerry Patrick with notifications on news.

Account