Unionview, LLC Wisdomtree U.S. Midcap Fund Transaction History

Unionview, LLC

$136 Million
Q4 2024

A detailed history of Unionview, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Unionview, LLC holds 6,283 shares of EZM stock, worth $393,944. This represents 0.29% of its overall portfolio holdings.

Number of Shares

6,283

Previous 6,262 0.34%

Holding current value

$393,944

Previous $390,000 0.51%

% of portfolio

0.29%

Previous 0.3%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$61.21 - $68.19 $1,285 - $1,431	21 Added 0.34%	6,283 $392,000
Q3 2024 Nov 06, 2024	BUY	$56.83 - $62.44 $1,022 - $1,123	18 Added 0.29%	6,262 $390,000
Q2 2024 Aug 02, 2024	BUY	$56.57 - $60.6 $1,187 - $1,272	21 Added 0.34%	6,244 $360,000
Q1 2024 Apr 29, 2024	BUY	$55.25 - $61.02 $994 - $1,098	18 Added 0.29%	6,223 $379,000
Q4 2023 Jan 23, 2024	BUY	$47.01 - $57.98 $1,128 - $1,391	24 Added 0.39%	6,205 $356,000
Q3 2023 Oct 30, 2023	BUY	$49.88 - $55.46 $1,097 - $1,220	22 Added 0.36%	6,181 $313,000
Q2 2023 Jul 25, 2023	BUY	$47.28 - $52.94 $1,040 - $1,164	22 Added 0.36%	6,159 $326,000
Q1 2023 May 01, 2023	BUY	$47.09 - $55.78 $753 - $892	16 Added 0.26%	6,137 $305,000
Q4 2022 Feb 09, 2023	BUY	$45.28 - $52.03 $1,358 - $1,560	30 Added 0.49%	6,121 $297,000
Q4 2021 Feb 11, 2022	BUY	$52.62 - $57.03 $320,508 - $347,369	6,091 New	6,091 $343,000

Others Institutions Holding EZM

# of Institutions

159

Shares Held

8.4M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. MIDCAP FUND

Ticker EZM
Sector ETFs
Industry ETFs

More about EZM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Unionview, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unionview, LLC with notifications on news.

Account