Capital Advisors, Ltd. LLC Wisdomtree U.S. Midcap Fund Transaction History

Capital Advisors, Ltd. LLC

  • $885 Million
  • Q3 2025

A detailed history of Capital Advisors, Ltd. LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 1,232 shares of EZM stock, worth $79,710. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,232
Previous 1,232 -0.0%
Holding current value
$79,710
Previous $76,000 6.58%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 08, 2020
SELL
$22.51 - $42.68 $12,605 - $23,900
-560 Reduced 31.25%
1,232 $33,000
Q4 2017

Jan 16, 2018
SELL
N/A
-1,000 Reduced 35.82%
1,792 $71,000
Q3 2017

Oct 25, 2017
BUY
N/A
2,792
2,792 $104,000

Others Institutions Holding EZM

# of Institutions
165
Shares Held
8.1M
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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