Quaker Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History

Quaker Wealth Management, LLC

  • $290 Million
  • Q3 2025

A detailed history of Quaker Wealth Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Quaker Wealth Management, LLC holds 457 shares of EZM stock, worth $29,567. This represents 0.01% of its overall portfolio holdings.

Number of Shares
457
Previous 457 -0.0%
Holding current value
$29,567
Previous $28,000 7.14%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$51.81 - $61.79 $23,677 - $28,238
457 New
457 $28,000
Q1 2020

Apr 14, 2020
SELL
$22.51 - $42.68 $414,476 - $785,866
-18,413 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$37.75 - $42.41 $695,090 - $780,895
18,413 New
18,413 $775,000

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
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