Global Retirement Partners, LLC Wisdomtree U.S. Midcap Fund Transaction History

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Global Retirement Partners, LLC holds 594 shares of EZM stock, worth $38,425. This represents 0.0% of its overall portfolio holdings.

Number of Shares
594
Previous 2,168 72.6%
Holding current value
$38,425
Previous $135,000 72.59%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$61.21 - $68.19 $96,344 - $107,331
-1,574 Reduced 72.6%
594 $37,000
Q3 2024

Oct 16, 2024
SELL
$56.83 - $62.44 $227 - $249
-4 Reduced 0.18%
2,168 $135,000
Q2 2024

Jul 23, 2024
BUY
$56.57 - $60.6 $72,239 - $77,386
1,277 Added 142.68%
2,172 $125,000
Q4 2023

Jan 18, 2024
SELL
$47.01 - $57.98 $987 - $1,217
-21 Reduced 2.29%
895 $51,000
Q2 2023

Jul 20, 2023
SELL
$47.28 - $52.94 $8,321 - $9,317
-176 Reduced 16.12%
916 $48,000
Q4 2022

Feb 13, 2023
BUY
$45.28 - $52.03 $49,445 - $56,816
1,092 New
1,092 $53,000
Q3 2020

Oct 09, 2020
SELL
$31.23 - $36.34 $134,289 - $156,262
-4,300 Closed
0 $0
Q2 2020

Jul 13, 2020
SELL
$24.14 - $37.04 $544,357 - $835,252
-22,550 Reduced 83.99%
4,300 $140,000
Q4 2019

Jan 23, 2020
SELL
$37.75 - $42.41 $47,187 - $53,012
-1,250 Reduced 4.45%
26,850 $1.13 Million
Q3 2019

Nov 19, 2019
SELL
$39.14 - $40.36 $86,108 - $88,792
-2,200 Reduced 7.26%
28,100 $1.11 Million
Q1 2019

May 07, 2019
BUY
N/A
700 Added 2.36%
30,300 $1.19 Million
Q4 2018

Feb 22, 2019
BUY
N/A
1,000 Added 3.5%
29,600 $1.02 Million
Q3 2018

Oct 17, 2018
BUY
N/A
3,000 Added 11.72%
28,600 $1.18 Million
Q2 2018

Aug 13, 2018
BUY
N/A
25,600 New
25,600 $1.03 Million

Others Institutions Holding EZM

# of Institutions
155
Shares Held
7.65M
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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