Warren Averett Asset Management, LLC Wisdomtree U.S. Midcap Fund Transaction History

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 15,338 shares of EZM stock, worth $961,692. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,338
Previous 15,521 1.18%
Holding current value
$961,692
Previous $967,000 0.93%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$61.21 - $68.19 $11,201 - $12,478
-183 Reduced 1.18%
15,338 $958,000
Q3 2024

Nov 14, 2024
SELL
$56.83 - $62.44 $36,257 - $39,836
-638 Reduced 3.95%
15,521 $967,000
Q2 2024

Aug 14, 2024
SELL
$56.57 - $60.6 $13,407 - $14,362
-237 Reduced 1.45%
16,159 $933,000
Q1 2024

May 15, 2024
BUY
$55.25 - $61.02 $905,879 - $1 Million
16,396 New
16,396 $1 Million

Others Institutions Holding EZM

# of Institutions
159
Shares Held
8.4M
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
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