Raymond James Trust N.A. Wisdomtree U.S. Midcap Fund Transaction History

Raymond James Trust N.A.

  • $4.55 Billion
  • Q3 2024

A detailed history of Raymond James Trust N.A. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Raymond James Trust N.A. holds 5,578 shares of EZM stock, worth $360,896. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,578
Previous 5,578 -0.0%
Holding current value
$360,896
Previous $322,000 7.76%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024
SELL
$47.01 - $57.98 $15,043 - $18,553
-320 Reduced 5.43%
5,578 $320,000
Q2 2023

Aug 15, 2023
BUY
$47.28 - $52.94 $20,519 - $22,975
434 Added 7.94%
5,898 $312,000
Q1 2023

May 03, 2023
SELL
$47.09 - $55.78 $121,821 - $144,302
-2,587 Reduced 32.13%
5,464 $272,000
Q4 2022

Feb 02, 2023
BUY
$45.28 - $52.03 $364,549 - $418,893
8,051 New
8,051 $391,000
Q1 2020

Apr 17, 2020
SELL
$22.51 - $42.68 $116,376 - $220,655
-5,170 Closed
0 $0
Q4 2019

Jan 14, 2020
BUY
$37.75 - $42.41 $195,167 - $219,259
5,170 New
5,170 $218,000

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 Raymond James Trust N.A. Portfolio

Follow Raymond James Trust N.A. 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 Raymond James Trust N.A., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Trust N.A. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email