Rvw Wealth, LLC Wisdomtree U.S. Midcap Fund Transaction History

Rvw Wealth, LLC

$1 Billion
Q4 2024

A detailed history of Rvw Wealth, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Rvw Wealth, LLC holds 17,617 shares of EZM stock, worth $1.1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

17,617

Previous 17,617 -0.0%

Holding current value

$1.1 Million

Previous $1.1 Million 0.27%

% of portfolio

0.11%

Previous 0.11%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	SELL	$56.57 - $60.6 $93,227 - $99,868	-1,648 Reduced 8.55%	17,617 $1.02 Million
Q1 2024 Apr 05, 2024	SELL	$55.25 - $61.02 $60,167 - $66,450	-1,089 Reduced 5.35%	19,265 $1.18 Million
Q4 2023 Jan 08, 2024	SELL	$47.01 - $57.98 $20,167 - $24,873	-429 Reduced 2.06%	20,354 $1.17 Million
Q2 2023 Jul 06, 2023	SELL	$47.28 - $52.94 $38,627 - $43,251	-817 Reduced 3.78%	20,783 $1.1 Million
Q1 2023 Apr 11, 2023	SELL	$47.09 - $55.78 $7,675 - $9,092	-163 Reduced 0.75%	21,600 $1.07 Million
Q4 2022 Jan 12, 2023	SELL	$45.28 - $52.03 $35,182 - $40,427	-777 Reduced 3.45%	21,763 $0
Q3 2022 Oct 13, 2022	SELL	$43.88 - $52.9 $50,593 - $60,993	-1,153 Reduced 4.87%	22,540 $991,000
Q2 2022 Jul 13, 2022	SELL	$45.15 - $55.11 $51,516 - $62,880	-1,141 Reduced 4.59%	23,693 $1.09 Million
Q4 2021 Jan 11, 2022	SELL	$52.62 - $57.03 $108,134 - $117,196	-2,055 Reduced 7.64%	24,834 $1 Million
Q3 2021 Oct 07, 2021	SELL	$49.81 - $54.23 $150,426 - $163,774	-3,020 Reduced 10.1%	26,889 $1 Million
Q2 2021 Jul 08, 2021	SELL	$50.97 - $54.49 $85,170 - $91,052	-1,671 Reduced 5.29%	29,909 $2 Million
Q1 2021 Apr 02, 2021	SELL	$42.79 - $52.29 $916,561 - $1.12 Million	-21,420 Reduced 40.42%	31,580 $2 Million
Q4 2020 Jan 11, 2021	SELL	$34.56 - $43.66 $518 - $654	-15 Reduced 0.03%	53,000 $2 Million
Q3 2020 Oct 09, 2020	SELL	$31.23 - $36.34 $49,343 - $57,417	-1,580 Reduced 2.89%	53,015 $1.81 Million
Q2 2020 Jul 13, 2020	SELL	$24.14 - $37.04 $5.36 Million - $8.22 Million	-221,897 Reduced 80.25%	54,595 $1.78 Million
Q1 2020 Apr 15, 2020	SELL	$22.51 - $42.68 $10.9 Million - $20.7 Million	-484,844 Reduced 63.68%	276,492 $7.31 Million
Q4 2019 Jan 21, 2020	BUY	$37.75 - $42.41 $389,844 - $437,968	10,327 Added 1.38%	761,336 $32 Million
Q3 2019 Oct 25, 2019	SELL	$39.14 - $40.36 $2.88 Million - $2.97 Million	-73,607 Reduced 8.93%	751,009 $29.6 Million
Q2 2019 Jul 08, 2019	BUY	N/A	28,208 Added 3.54%	824,616 $33 Million
Q1 2019 Apr 24, 2019	BUY	N/A	796,408 New	796,408 $31.3 Million

Others Institutions Holding EZM

# of Institutions

159

Shares Held

8.4M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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