Principle Wealth Partners LLC Wisdomtree U.S. Midcap Fund Transaction History

Principle Wealth Partners LLC

  • $1.56 Billion
  • Q3 2025

A detailed history of Principle Wealth Partners LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Principle Wealth Partners LLC holds 3,512 shares of EZM stock, worth $227,226. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,512
Previous 3,500 0.34%
Holding current value
$227,226
Previous $216,000 6.94%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 03, 2025
BUY
$61.83 - $67.07 $741 - $804
12 Added 0.34%
3,512 $231,000
Q4 2023

Feb 05, 2024
BUY
$47.01 - $57.98 $164,535 - $202,930
3,500 New
3,500 $200,000

About WISDOMTREE U.S. MIDCAP FUND

EZM Quotes by TradingView
  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
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