Crux Wealth Advisors Wisdomtree U.S. Midcap Fund Transaction History

Crux Wealth Advisors

$269 Billion
Q4 2025

A detailed history of Crux Wealth Advisors transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Crux Wealth Advisors holds 24,477 shares of EZM stock, worth $1.58 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

24,477

Previous 30,557 19.9%

Holding current value

$1.58 Million

Previous $2.01 Billion 18.81%

% of portfolio

0.61%

Previous 0.8%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$63.24 - $66.46 $384,499 - $404,076	-6,080 Reduced 19.9%	24,477 $1.64 Billion
Q3 2025 Nov 13, 2025	SELL	$61.83 - $67.07 $8,903 - $9,658	-144 Reduced 0.47%	30,557 $2.01 Billion
Q2 2025 Jul 29, 2025	SELL	$51.81 - $61.79 $563,122 - $671,595	-10,869 Reduced 26.15%	30,701 $1.9 Billion
Q1 2025 May 13, 2025	SELL	$58.11 - $65.29 $30,042 - $33,754	-517 Reduced 1.23%	41,570 $2.48 Billion
Q4 2024 Feb 13, 2025	BUY	$61.21 - $68.19 $2.58 Million - $2.87 Million	42,087 New	42,087 $2.63 Billion

Others Institutions Holding EZM

# of Institutions

166

Shares Held

8.18M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

More about EZM

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Crux Wealth Advisors Wisdomtree U.S. Midcap Fund Transaction History