Mc Kinley Carter Wealth Services, Inc. Wisdomtree U.S. Midcap Fund Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.6 Billion
  • Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 4,364 shares of EZM stock, worth $276,066. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,364
Previous 4,364 -0.0%
Holding current value
$276,066
Previous $272,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 02, 2023
SELL
$47.28 - $52.94 $31,062 - $34,781
-657 Reduced 13.09%
4,364 $231,000
Q1 2023

Apr 24, 2023
SELL
$47.09 - $55.78 $1,930 - $2,286
-41 Reduced 0.81%
5,021 $249,000
Q4 2022

Feb 07, 2023
SELL
$45.28 - $52.03 $28,118 - $32,310
-621 Reduced 10.93%
5,062 $246,000
Q3 2022

Oct 24, 2022
SELL
$43.88 - $52.9 $11,057 - $13,330
-252 Reduced 4.25%
5,683 $250,000
Q2 2022

Jul 15, 2022
SELL
$45.15 - $55.11 $49,574 - $60,510
-1,098 Reduced 15.61%
5,935 $273,000
Q1 2022

Apr 27, 2022
SELL
$51.5 - $57.18 $51 - $57
-1 Reduced 0.01%
7,033 $385,000
Q4 2021

Feb 07, 2022
SELL
$52.62 - $57.03 $94,768 - $102,711
-1,801 Reduced 20.38%
7,034 $396,000
Q3 2021

Nov 03, 2021
SELL
$49.81 - $54.23 $5,329 - $5,802
-107 Reduced 1.2%
8,835 $460,000
Q2 2021

Aug 12, 2021
SELL
$50.97 - $54.49 $2,497 - $2,670
-49 Reduced 0.54%
8,942 $468,000
Q1 2021

Apr 30, 2021
SELL
$42.79 - $52.29 $11,125 - $13,595
-260 Reduced 2.81%
8,991 $458,000
Q4 2020

Feb 16, 2021
BUY
$34.56 - $43.66 $319,714 - $403,898
9,251 New
9,251 $402,000

Others Institutions Holding EZM

# of Institutions
157
Shares Held
8.54M
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
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email