Financial Insights, Inc. Wisdomtree U.S. Midcap Fund Transaction History

Financial Insights, Inc.

$266 Million
Q2 2025

A detailed history of Financial Insights, Inc. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Financial Insights, Inc. holds 3,563 shares of EZM stock, worth $230,526. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,563

Previous 3,563 -0.0%

Holding current value

$230,526

Previous $212,000 3.77%

% of portfolio

0.08%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$58.11 - $65.29 $148,064 - $166,358	-2,548 Reduced 41.7%	3,563 $212,000
Q4 2024 Mar 05, 2025	SELL	$61.21 - $68.19 $50,498 - $56,256	-825 Reduced 11.89%	6,111 $381,000
Q3 2020 Nov 16, 2020	BUY	$31.23 - $36.34 $215,861 - $251,182	6,912 Added 28800.0%	6,936 $237,000
Q2 2020 Aug 20, 2020	SELL	$24.14 - $37.04 $225,153 - $345,472	-9,327 Reduced 99.74%	24 $226,000
Q1 2020 Apr 28, 2020	SELL	$22.51 - $42.68 $22,284 - $42,253	-990 Reduced 9.57%	9,351 $247,000

Q3 2019 Oct 31, 2019	SELL	$39.14 - $40.36 $70,452 - $72,648	-1,800 Reduced 14.83%	10,341 $408,000
Q2 2019 Aug 20, 2019	SELL	N/A	-508 Reduced 4.02%	12,141 $459,000
Q1 2019 May 23, 2019	SELL	N/A	-437 Reduced 3.34%	12,649 $519,000
Q4 2018 Mar 08, 2019	BUY	N/A	13,086 New	13,086 $504,000

Others Institutions Holding EZM

# of Institutions

165

Shares Held

8.1M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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Financial Insights, Inc. Wisdomtree U.S. Midcap Fund Transaction History