Cornerstone Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History

Cornerstone Wealth Management, LLC

  • $1.73 Billion
  • Q3 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 5,733 shares of EZM stock, worth $370,925. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,733
Previous 5,717 0.28%
Holding current value
$370,925
Previous $353,000 6.8%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 03, 2025
BUY
$61.83 - $67.07 $989 - $1,073
16 Added 0.28%
5,733 $377,000
Q2 2025

Aug 12, 2025
BUY
$51.81 - $61.79 $59,322 - $70,749
1,145 Added 25.04%
5,717 $353,000
Q1 2025

Apr 18, 2025
SELL
$58.11 - $65.29 $6,798 - $7,638
-117 Reduced 2.5%
4,572 $271,000
Q4 2024

Jan 17, 2025
SELL
$61.21 - $68.19 $11,874 - $13,228
-194 Reduced 3.97%
4,689 $293,000
Q3 2024

Oct 16, 2024
SELL
$56.83 - $62.44 $1,363 - $1,498
-24 Reduced 0.49%
4,883 $304,000
Q2 2024

Jul 16, 2024
BUY
$56.57 - $60.6 $113 - $121
2 Added 0.04%
4,907 $283,000
Q1 2024

Apr 19, 2024
BUY
$55.25 - $61.02 $110 - $122
2 Added 0.04%
4,905 $299,000
Q4 2023

Jan 10, 2024
BUY
$47.01 - $57.98 $94 - $115
2 Added 0.04%
4,903 $281,000
Q3 2023

Nov 06, 2023
BUY
$49.88 - $55.46 $149 - $166
3 Added 0.06%
4,901 $248,000
Q2 2023

Jul 14, 2023
BUY
$47.28 - $52.94 $94 - $105
2 Added 0.04%
4,898 $259,000
Q1 2023

May 15, 2023
SELL
$47.09 - $55.78 $10,265 - $12,160
-218 Reduced 4.26%
4,896 $243,000
Q3 2022

Oct 14, 2022
BUY
$43.88 - $52.9 $131 - $158
3 Added 0.06%
5,114 $225,000
Q2 2022

Aug 04, 2022
SELL
$45.15 - $55.11 $2,167 - $2,645
-48 Reduced 0.93%
5,111 $235,000
Q1 2022

Apr 21, 2022
SELL
$51.5 - $57.18 $8,188 - $9,091
-159 Reduced 2.99%
5,159 $282,000
Q4 2021

Feb 14, 2022
SELL
$52.62 - $57.03 $16,680 - $18,078
-317 Reduced 5.63%
5,318 $302,000
Q3 2021

Nov 12, 2021
SELL
$49.81 - $54.23 $14,743 - $16,052
-296 Reduced 4.99%
5,635 $293,000
Q2 2021

Aug 09, 2021
BUY
$50.97 - $54.49 $8,359 - $8,936
164 Added 2.84%
5,931 $311,000
Q1 2021

Apr 30, 2021
SELL
$42.79 - $52.29 $2,139 - $2,614
-50 Reduced 0.86%
5,767 $294,000
Q4 2020

Jan 29, 2021
BUY
$34.56 - $43.66 $201,035 - $253,970
5,817 New
5,817 $253,000
Q1 2020

May 13, 2020
SELL
$22.51 - $42.68 $114,283 - $216,686
-5,077 Closed
0 $0
Q4 2019

Feb 20, 2020
BUY
$37.75 - $42.41 $191,656 - $215,315
5,077 New
5,077 $214,000
Q2 2019

Aug 02, 2019
SELL
N/A
-3,819 Closed
0 $0
Q1 2019

May 13, 2019
BUY
N/A
3,819 New
3,819 $649,000
Q4 2018

Feb 13, 2019
SELL
N/A
-50,658 Closed
0 $0
Q3 2018

Oct 19, 2018
SELL
N/A
-55,460 Reduced 52.26%
50,658 $1.35 Million
Q2 2018

Jul 20, 2018
BUY
N/A
106,118 New
106,118 $2.64 Million

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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