Team Financial Group, LLC Wisdomtree U.S. Midcap Fund Transaction History

Team Financial Group, LLC

$174 Billion
Q4 2024

A detailed history of Team Financial Group, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Team Financial Group, LLC holds 12,899 shares of EZM stock, worth $836,242. This represents 0.46% of its overall portfolio holdings.

Number of Shares

12,899

Previous 18,253 29.33%

Holding current value

$836,242

Previous $1.14 Billion 29.14%

% of portfolio

0.46%

Previous 0.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$61.21 - $68.19 $327,718 - $365,089	-5,354 Reduced 29.33%	12,899 $806 Million
Q3 2024 Oct 23, 2024	SELL	$56.83 - $62.44 $257,326 - $282,728	-4,528 Reduced 19.88%	18,253 $1.14 Billion
Q2 2024 Aug 13, 2024	BUY	$56.57 - $60.6 $64,772 - $69,387	1,145 Added 5.29%	22,781 $1.32 Billion
Q1 2024 May 10, 2024	BUY	$55.25 - $61.02 $53,647 - $59,250	971 Added 4.7%	21,636 $1.32 Billion
Q4 2023 Feb 14, 2024	BUY	$47.01 - $57.98 $134,213 - $165,532	2,855 Added 16.03%	20,665 $1.19 Billion
Q3 2023 Nov 15, 2023	BUY	$49.88 - $55.46 $888,362 - $987,742	17,810 New	17,810 $904 Million

Others Institutions Holding EZM

# of Institutions

153

Shares Held

7.46M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
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Team Financial Group, LLC Wisdomtree U.S. Midcap Fund Transaction History