Summit Financial, LLC Wisdomtree U.S. Midcap Fund Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Summit Financial, LLC holds 18,424 shares of EZM stock, worth $1.19 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,424
Previous 18,878 2.4%
Holding current value
$1.19 Million
Previous $1.17 Million 4.12%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$61.83 - $67.07 $28,070 - $30,449
-454 Reduced 2.4%
18,424 $1.21 Million
Q2 2025

Aug 13, 2025
BUY
$51.81 - $61.79 $978,069 - $1.17 Million
18,878 New
18,878 $1.17 Million

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 Summit Financial, LLC Portfolio

Follow Summit Financial, LLC 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 Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email