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 $242,625. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,750

Holding current value

$242,625

% 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

165

Shares Held

8.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

970K
Shares

$62.8 Million
0.02% of portfolio
Ubs Group Ag

614K
Shares

$39.7 Million
0.01% of portfolio
Davenport & CO LLC

567K
Shares

$36.7 Million
0.21% of portfolio
Bank Of America Corp Charlotte, NC

508K
Shares

$32.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

463K
Shares

$29.9 Million
0.0% of portfolio

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

More about EZM

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