Sylvest Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History

Sylvest Advisors, LLC

  • $187 Billion
  • Q4 2025

A detailed history of Sylvest Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Sylvest Advisors, LLC holds 49,031 shares of EZM stock, worth $3.17 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
49,031
Previous 44,173 11.0%
Holding current value
$3.17 Million
Previous $2.91 Billion 12.5%
% of portfolio
1.75%
Previous 1.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$63.24 - $66.46 $307,219 - $322,862
4,858 Added 11.0%
49,031 $3.28 Billion
Q3 2025

Oct 30, 2025
BUY
$61.83 - $67.07 $349,215 - $378,811
5,648 Added 14.66%
44,173 $2.91 Billion
Q2 2025

Jul 15, 2025
BUY
$51.81 - $61.79 $159,626 - $190,374
3,081 Added 8.69%
38,525 $2.38 Billion
Q1 2025

Apr 23, 2025
BUY
$58.11 - $65.29 $2.06 Million - $2.31 Million
35,444 New
35,444 $2.11 Billion

Others Institutions Holding EZM

# of Institutions
167
Shares Held
8.18M
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 Sylvest Advisors, LLC Portfolio

Follow Sylvest Advisors, 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 Sylvest Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sylvest Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email