Great Point Wealth Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History

Great Point Wealth Advisors, LLC

$450 Million
Q4 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 61,096 shares of EZM stock, worth $3.96 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

61,096

Previous 65,903 7.29%

Holding current value

$3.96 Million

Previous $4.11 Million 7.04%

% of portfolio

0.85%

Previous 0.89%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$61.21 - $68.19 $294,236 - $327,789	-4,807 Reduced 7.29%	61,096 $3.82 Million
Q3 2024 Oct 18, 2024	SELL	$56.83 - $62.44 $104,794 - $115,139	-1,844 Reduced 2.72%	65,903 $4.11 Million
Q2 2024 Jul 29, 2024	SELL	$56.57 - $60.6 $237,537 - $254,459	-4,199 Reduced 5.84%	67,747 $3.92 Million
Q1 2024 May 09, 2024	SELL	$55.25 - $61.02 $4.71 Million - $5.21 Million	-85,336 Reduced 54.26%	71,946 $4.39 Million
Q4 2023 Jan 22, 2024	SELL	$47.01 - $57.98 $973,483 - $1.2 Million	-20,708 Reduced 11.63%	157,282 $9.03 Million
Q3 2023 Oct 13, 2023	SELL	$49.88 - $55.46 $339,682 - $377,682	-6,810 Reduced 3.69%	177,990 $9.03 Million
Q2 2023 Aug 02, 2023	SELL	$47.28 - $52.94 $444,384 - $497,583	-9,399 Reduced 4.84%	184,800 $9.78 Million
Q1 2023 May 12, 2023	SELL	$47.09 - $55.78 $559,052 - $662,220	-11,872 Reduced 5.76%	194,199 $9.66 Million
Q4 2022 Feb 07, 2023	SELL	$45.28 - $52.03 $1.09 Million - $1.26 Million	-24,162 Reduced 10.49%	206,071 $10 Million
Q3 2022 Nov 09, 2022	SELL	$43.88 - $52.9 $620,112 - $747,582	-14,132 Reduced 5.78%	230,233 $10.1 Million
Q2 2022 Aug 25, 2022	SELL	$45.15 - $55.11 $3.21 Million - $3.92 Million	-71,172 Reduced 22.56%	244,365 $11.2 Million
Q1 2022 May 03, 2022	SELL	$51.5 - $57.18 $2.01 Million - $2.23 Million	-38,951 Reduced 10.99%	315,537 $17.3 Million
Q4 2021 Feb 09, 2022	BUY	$52.62 - $57.03 $1.14 Million - $1.23 Million	21,607 Added 6.49%	354,488 $20 Million
Q3 2021 Nov 03, 2021	BUY	$49.81 - $54.23 $3.11 Million - $3.38 Million	62,357 Added 23.05%	332,881 $17.3 Million
Q2 2021 Aug 12, 2021	BUY	$50.97 - $54.49 $2.3 Million - $2.46 Million	45,152 Added 20.03%	270,524 $14.2 Million
Q1 2021 May 11, 2021	BUY	$42.79 - $52.29 $6.12 Million - $7.48 Million	143,104 Added 173.95%	225,372 $11.5 Million
Q4 2020 Jan 29, 2021	BUY	$34.56 - $43.66 $1.14 Million - $1.44 Million	32,970 Added 66.88%	82,268 $3.58 Million
Q2 2020 Jul 24, 2020	BUY	$24.14 - $37.04 $314,713 - $482,890	13,037 Added 35.95%	49,298 $1.61 Million
Q1 2020 May 13, 2020	BUY	$22.51 - $42.68 $816,235 - $1.55 Million	36,261 New	36,261 $958,000

Others Institutions Holding EZM

# of Institutions

153

Shares Held

7.46M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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Great Point Wealth Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History