Cetera Investment Advisers Wisdomtree U.S. Midcap Fund Transaction History

Cetera Investment Advisers

  • $80.6 Billion
  • Q3 2025

A detailed history of Cetera Investment Advisers transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Cetera Investment Advisers holds 71,262 shares of EZM stock, worth $4.61 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
71,262
Previous 55,899 27.48%
Holding current value
$4.61 Million
Previous $3.45 Million 36.04%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$61.83 - $67.07 $949,894 - $1.03 Million
15,363 Added 27.48%
71,262 $4.7 Million
Q2 2025

Aug 08, 2025
SELL
$51.81 - $61.79 $520,638 - $620,927
-10,049 Reduced 15.24%
55,899 $3.45 Million
Q1 2025

May 06, 2025
SELL
$58.11 - $65.29 $537,226 - $603,606
-9,245 Reduced 12.3%
65,948 $3.93 Million
Q4 2024

Feb 13, 2025
SELL
$61.21 - $68.19 $1.21 Million - $1.34 Million
-19,706 Reduced 20.77%
75,193 $4.7 Million
Q3 2024

Nov 13, 2024
SELL
$56.83 - $62.44 $447,138 - $491,277
-7,868 Reduced 7.66%
94,899 $5.92 Million
Q2 2024

Aug 22, 2024
SELL
$56.57 - $60.6 $4.96 Million - $5.31 Million
-87,675 Reduced 46.04%
102,767 $5.94 Million
Q1 2024

May 24, 2024
BUY
$55.25 - $61.02 $10.5 Million - $11.6 Million
190,442 New
190,442 $11.6 Million
Q4 2023

Feb 13, 2024
BUY
$47.01 - $57.98 $236,131 - $291,233
5,023 Added 12.6%
44,885 $2.58 Million
Q3 2023

Nov 14, 2023
BUY
$49.88 - $55.46 $49,131 - $54,628
985 Added 2.53%
39,862 $2.02 Million
Q2 2023

Aug 09, 2023
BUY
$47.28 - $52.94 $1.84 Million - $2.06 Million
38,877 New
38,877 $2.06 Million
Q4 2021

Feb 14, 2022
SELL
$52.62 - $57.03 $230,002 - $249,278
-4,371 Closed
0 $0
Q3 2021

Nov 16, 2021
SELL
$49.81 - $54.23 $23,211 - $25,271
-466 Reduced 9.63%
4,371 $227,000
Q2 2021

Aug 13, 2021
SELL
$50.97 - $54.49 $83,437 - $89,200
-1,637 Reduced 25.29%
4,837 $253,000
Q1 2021

May 17, 2021
SELL
$42.79 - $52.29 $40,564 - $49,570
-948 Reduced 12.77%
6,474 $330,000
Q4 2020

Feb 17, 2021
BUY
$34.56 - $43.66 $28,753 - $36,325
832 Added 12.63%
7,422 $323,000
Q3 2020

Nov 13, 2020
BUY
$31.23 - $36.34 $249 - $290
8 Added 0.12%
6,590 $225,000
Q2 2020

Aug 13, 2020
BUY
$24.14 - $37.04 $158,889 - $243,797
6,582 New
6,582 $214,000
Q1 2020

May 08, 2020
SELL
$22.51 - $42.68 $120,135 - $227,783
-5,337 Closed
0 $0
Q4 2019

Feb 10, 2020
BUY
$37.75 - $42.41 $11,664 - $13,104
309 Added 6.15%
5,337 $223,000
Q3 2019

Nov 06, 2019
SELL
$39.14 - $40.36 $776,733 - $800,944
-19,845 Reduced 79.79%
5,028 $200,000
Q2 2017

Aug 14, 2017
BUY
N/A
24,873
24,873 $887,000

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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