S.A. Mason LLC Wisdomtree U.S. Midcap Fund Transaction History

S.A. Mason LLC

  • $186 Million
  • Q4 2024

A detailed history of S.A. Mason LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, S.A. Mason LLC holds 6,079 shares of EZM stock, worth $390,514. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,079
Previous 7,079 14.13%
Holding current value
$390,514
Previous $441,000 14.06%
% of portfolio
0.2%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$61.21 - $68.19 $61,210 - $68,190
-1,000 Reduced 14.13%
6,079 $379,000
Q1 2024

Apr 15, 2024
SELL
$55.25 - $61.02 $55,250 - $61,020
-1,000 Reduced 12.38%
7,079 $431,000
Q4 2022

Jan 10, 2023
SELL
$45.28 - $52.03 $90,560 - $104,060
-2,000 Reduced 19.84%
8,079 $0
Q4 2019

Jan 29, 2020
BUY
$37.75 - $42.41 $380,482 - $427,450
10,079 New
10,079 $424,000

Others Institutions Holding EZM

# of Institutions
159
Shares Held
8.4M
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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