Wealth Enhancement Advisory Services, LLC Wisdomtree U.S. Midcap Fund Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 8,852 shares of EZM stock, worth $572,724. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,852
Previous 8,847 0.06%
Holding current value
$572,724
Previous $583,000 1.89%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026
BUY
$63.24 - $66.46 $316 - $332
5 Added 0.06%
8,852 $572,000
Q3 2025

Oct 29, 2025
BUY
$61.83 - $67.07 $309 - $335
5 Added 0.06%
8,847 $583,000
Q2 2025

Jul 10, 2025
SELL
$51.81 - $61.79 $32,692 - $38,989
-631 Reduced 6.66%
8,842 $546,000
Q1 2025

Apr 16, 2025
BUY
$58.11 - $65.29 $31,669 - $35,583
545 Added 6.1%
9,473 $561,000
Q4 2024

Mar 17, 2025
BUY
$61.21 - $68.19 $33,359 - $37,163
545 Added 6.5%
8,928 $558,000
Q3 2024

Oct 23, 2024
BUY
$56.83 - $62.44 $59,273 - $65,124
1,043 Added 14.21%
8,383 $522,000
Q2 2024

Jul 16, 2024
BUY
$56.57 - $60.6 $12,275 - $13,150
217 Added 3.05%
7,340 $424,000
Q1 2024

Apr 15, 2024
BUY
$55.25 - $61.02 $5,967 - $6,590
108 Added 1.54%
7,123 $434,000
Q3 2023

Nov 13, 2023
BUY
$49.88 - $55.46 $349,908 - $389,051
7,015 New
7,015 $355,000

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
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