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

Sea Crest Wealth Management, LLC

$913 Million
Q4 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 3,085 shares of EZM stock, worth $199,599. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,085

Previous 3,132 1.5%

Holding current value

$199,599

Previous $206,000 3.4%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$63.24 - $66.46 $2,972 - $3,123	-47 Reduced 1.5%	3,085 $199,000
Q3 2025 Nov 13, 2025	BUY	$61.83 - $67.07 $193,651 - $210,063	3,132 New	3,132 $206,000
Q1 2022 May 16, 2022	SELL	$51.5 - $57.18 $10,300 - $11,436	-200 Reduced 4.33%	4,419 $242,000
Q1 2021 May 17, 2021	SELL	$42.79 - $52.29 $44,929 - $54,904	-1,050 Reduced 18.52%	4,619 $235,000
Q4 2020 Feb 09, 2021	BUY	$34.56 - $43.66 $195,920 - $247,508	5,669 New	5,669 $246,000

Q3 2020 Nov 12, 2020	SELL	$31.23 - $36.34 $355,397 - $413,549	-11,380 Closed	0 $0
Q2 2020 Jul 27, 2020	SELL	$24.14 - $37.04 $43,065 - $66,079	-1,784 Reduced 13.55%	11,380 $371,000
Q1 2020 May 13, 2020	SELL	$22.51 - $42.68 $9,836 - $18,651	-437 Reduced 3.21%	13,164 $348,000
Q3 2019 Oct 15, 2019	SELL	$39.14 - $40.36 $9,706 - $10,009	-248 Reduced 1.79%	13,601 $536,000
Q1 2018 Apr 20, 2018	BUY	N/A	935 Added 7.24%	13,849 $536,000
Q4 2017 Feb 02, 2018	BUY	N/A	12,914	12,914 $512,000

Others Institutions Holding EZM

# of Institutions

165

Shares Held

8.14M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

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