Pacific Sun Financial Corp Wisdomtree U.S. Midcap Fund Transaction History

Pacific Sun Financial Corp

  • $196 Million
  • Q3 2025

A detailed history of Pacific Sun Financial Corp transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Pacific Sun Financial Corp holds 10,895 shares of EZM stock, worth $704,906. This represents 0.37% of its overall portfolio holdings.

Number of Shares
10,895
Previous 10,955 0.55%
Holding current value
$704,906
Previous $676,000 6.21%
% of portfolio
0.37%
Previous 0.37%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$61.83 - $67.07 $3,709 - $4,024
-60 Reduced 0.55%
10,895 $718,000
Q1 2025

Apr 16, 2025
SELL
$58.11 - $65.29 $14,236 - $15,996
-245 Reduced 2.19%
10,955 $649,000
Q2 2024

Jul 19, 2024
SELL
$56.57 - $60.6 $6,788 - $7,272
-120 Reduced 1.06%
11,200 $647,000
Q4 2023

Feb 07, 2024
BUY
$47.01 - $57.98 $7,051 - $8,697
150 Added 1.34%
11,320 $649,000
Q3 2023

Jan 11, 2024
SELL
$49.88 - $55.46 $7,482 - $8,319
-150 Reduced 1.33%
11,170 $566,000
Q2 2023

Jul 11, 2023
BUY
$47.28 - $52.94 $945 - $1,058
20 Added 0.18%
11,320 $599,000
Q3 2022

Nov 14, 2022
SELL
$43.88 - $52.9 $3,510 - $4,232
-80 Reduced 0.7%
11,300 $497,000
Q4 2021

Feb 10, 2022
SELL
$52.62 - $57.03 $13,155 - $14,257
-250 Reduced 2.15%
11,380 $640,000
Q3 2021

Nov 12, 2021
SELL
$49.81 - $54.23 $217,968 - $237,310
-4,376 Reduced 27.34%
11,630 $605,000
Q3 2020

Nov 12, 2020
SELL
$31.23 - $36.34 $4,684 - $5,451
-150 Reduced 0.93%
16,006 $547,000
Q1 2020

May 07, 2020
SELL
$22.51 - $42.68 $1,125 - $2,134
-50 Reduced 0.31%
16,156 $427,000
Q3 2019

Nov 05, 2019
BUY
$39.14 - $40.36 $11,742 - $12,108
300 Added 1.89%
16,206 $639,000
Q2 2019

Aug 14, 2019
BUY
N/A
760 Added 5.02%
15,906 $636,000
Q1 2018

May 14, 2018
BUY
N/A
15,146 New
15,146 $586,000

Others Institutions Holding EZM

# of Institutions
165
Shares Held
8.1M
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 Pacific Sun Financial Corp Portfolio

Follow Pacific Sun Financial Corp 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 Pacific Sun Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Sun Financial Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email