Ae Wealth Management LLC Wisdomtree U.S. Midcap Fund Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Ae Wealth Management LLC holds 719 shares of EZM stock, worth $46,519. This represents 0.0% of its overall portfolio holdings.

Number of Shares
719
Previous 2,719 73.56%
Holding current value
$46,519
Previous $167,000 71.86%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$61.83 - $67.07 $123,660 - $134,140
-2,000 Reduced 73.56%
719 $47,000
Q2 2025

Aug 06, 2025
BUY
$51.81 - $61.79 $118,748 - $141,622
2,292 Added 536.77%
2,719 $167,000
Q4 2024

Feb 13, 2025
BUY
$61.21 - $68.19 $26,136 - $29,117
427 New
427 $26,000
Q1 2020

May 07, 2020
SELL
$22.51 - $42.68 $2.51 Million - $4.76 Million
-111,425 Closed
0 $0
Q4 2019

Jan 15, 2020
SELL
$37.75 - $42.41 $562,626 - $632,078
-14,904 Reduced 11.8%
111,425 $4.69 Million
Q3 2019

Nov 05, 2019
BUY
$39.14 - $40.36 $2.89 Million - $2.98 Million
73,782 Added 140.41%
126,329 $4.98 Million
Q2 2019

Jul 22, 2019
BUY
N/A
52,547 New
52,547 $2.1 Million

Others Institutions Holding EZM

# of Institutions
165
Shares Held
8.14M
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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