Amplius Wealth Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History

Amplius Wealth Advisors, LLC

  • $858 Million
  • Q4 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 14,084 shares of EZM stock, worth $911,234. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,084
Previous 15,250 7.65%
Holding current value
$911,234
Previous $1.01 Million 9.35%
% of portfolio
0.11%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$63.24 - $66.46 $73,737 - $77,492
-1,166 Reduced 7.65%
14,084 $911,000
Q3 2025

Oct 21, 2025
BUY
$61.83 - $67.07 $531,738 - $576,801
8,600 Added 129.32%
15,250 $1.01 Million
Q2 2025

Aug 04, 2025
BUY
$51.81 - $61.79 $344,536 - $410,903
6,650 New
6,650 $410,000

Others Institutions Holding EZM

# of Institutions
166
Shares Held
8.09M
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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