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

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,323 shares of EZM stock, worth $210,279. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,323
Holding current value
$210,279
% of portfolio
0.01%

Shares

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

Oct 21, 2024
BUY
$56.83 - $62.44 $188,846 - $207,488
3,323 New
3,323 $207 Million

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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