Ifp Advisors, Inc Wisdomtree U.S. Midcap Fund Transaction History

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	SELL	$45.28 - $52.03 $14,263 - $16,389	-315 Reduced 1.26%	24,662 $990,000
Q3 2022 Nov 08, 2022	BUY	$43.88 - $52.9 $19,746 - $23,805	450 Added 1.83%	24,977 $1 Million
Q2 2022 Sep 06, 2022	BUY	$45.15 - $55.11 $1.11 Million - $1.35 Million	24,527 New	24,527 $983,000
Q2 2022 Aug 12, 2022	SELL	$45.15 - $55.11 $1.11 Million - $1.35 Million	-24,527 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$51.5 - $57.18 $1.26 Million - $1.4 Million	24,527 New	24,527 $0

Q3 2021 Oct 06, 2021	SELL	$49.81 - $54.23 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$50.97 - $54.49 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$42.79 - $52.29 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$34.56 - $43.66 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	SELL	$31.23 - $36.34 $94,064 - $109,456	-3,012 Closed	0 $0
Q2 2020 Aug 05, 2020	SELL	$24.14 - $37.04 $15,763 - $24,187	-653 Reduced 17.82%	3,012 $97,000
Q1 2020 May 12, 2020	SELL	$22.51 - $42.68 $13,551 - $25,693	-602 Reduced 14.11%	3,665 $102,000
Q4 2019 Jan 17, 2020	SELL	$37.75 - $42.41 $6,002 - $6,743	-159 Reduced 3.59%	4,267 $181,000
Q3 2019 Nov 07, 2019	SELL	$39.14 - $40.36 $179,378 - $184,969	-4,583 Reduced 50.87%	4,426 $174,000
Q1 2019 May 15, 2019	SELL	N/A	-148 Reduced 1.62%	9,009 $352,000
Q4 2018 Jan 23, 2019	SELL	N/A	-768 Reduced 7.74%	9,157 $0
Q3 2018 Oct 25, 2018	BUY	N/A	3,226 Added 48.16%	9,925 $0
Q2 2018 Aug 07, 2018	BUY	N/A	340 Added 5.35%	6,699 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-1,020 Reduced 13.82%	6,359 $252,000
Q1 2018 May 09, 2018	BUY	N/A	1,020 Added 16.04%	7,379 $0
Q4 2017 Jan 24, 2018	BUY	N/A	1,121 Added 21.4%	6,359 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-201 Reduced 3.7%	5,238 $195,000
Q2 2017 Jun 03, 2019	SELL	N/A	-18,647 Reduced 77.42%	5,439 $195,000
Q1 2017 Jun 03, 2019	BUY	N/A	16,485 Added 216.88%	24,086 $850,000
Q4 2016 Jun 03, 2019	SELL	N/A	-174 Reduced 2.24%	7,601 $780,000
Q2 2016 Jun 03, 2019	SELL	N/A	-1,234 Reduced 13.7%	7,775 $710,000
Q1 2016 Jun 03, 2019	BUY	N/A	9,009	9,009 $352,000

Others Institutions Holding EZM

# of Institutions

165

Shares Held

8.1M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

More about EZM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account