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

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Epg Wealth Management LLC holds 169 shares of EZM stock, worth $10,427. This represents 0.0% of its overall portfolio holdings.

Number of Shares
169
Previous 0 Infinity%
Holding current value
$10,427
Previous $0 Infinity%
% of portfolio
0.0%
Previous 100.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$56.83 - $62.44 $9,604 - $10,552
169 New
169 $10.5 Million
Q2 2024

Aug 13, 2024
SELL
$56.57 - $60.6 $9,843 - $10,544
-174 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$55.25 - $61.02 $3,370 - $3,722
61 Added 53.98%
174 $10,000
Q4 2023

Feb 14, 2024
BUY
$47.01 - $57.98 $94 - $115
2 Added 1.8%
113 $6,000
Q3 2023

Nov 13, 2023
SELL
$49.88 - $55.46 $299 - $332
-6 Reduced 5.13%
111 $5,000
Q2 2023

Aug 15, 2023
SELL
$47.28 - $52.94 $29,739 - $33,299
-629 Reduced 84.32%
117 $6,000
Q1 2023

May 15, 2023
BUY
$47.09 - $55.78 $4,991 - $5,912
106 Added 16.56%
746 $37,000
Q3 2022

Nov 15, 2022
BUY
$43.88 - $52.9 $28,083 - $33,856
640 New
640 $28,000
Q2 2022

Aug 15, 2022
SELL
$45.15 - $55.11 $31,605 - $38,577
-700 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$51.5 - $57.18 $79,258 - $88,000
-1,539 Reduced 68.74%
700 $38,000
Q4 2021

Feb 14, 2022
BUY
$52.62 - $57.03 $30,677 - $33,248
583 Added 35.21%
2,239 $126,000
Q3 2021

Nov 15, 2021
BUY
$49.81 - $54.23 $82,485 - $89,804
1,656 New
1,656 $86,000
Q2 2020

Aug 06, 2020
SELL
$24.14 - $37.04 $52,190 - $80,080
-2,162 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$22.51 - $42.68 $48,666 - $92,274
2,162 New
2,162 $57,000

Others Institutions Holding EZM

# of Institutions
154
Shares Held
7.41M
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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