Wealthcare Advisory Partners LLC Wisdomtree U.S. Midcap Fund Transaction History

Wealthcare Advisory Partners LLC

  • $4.81 Billion
  • Q4 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 4,620 shares of EZM stock, worth $298,914. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,620
Previous 3,567 29.52%
Holding current value
$298,914
Previous $235,000 26.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 14, 2026
BUY
$63.24 - $66.46 $66,591 - $69,982
1,053 Added 29.52%
4,620 $298,000
Q3 2025

Nov 07, 2025
BUY
$61.83 - $67.07 $2,720 - $2,951
44 Added 1.25%
3,567 $235,000
Q2 2025

Jul 22, 2025
BUY
$51.81 - $61.79 $182,526 - $217,686
3,523 New
3,523 $217,000
Q2 2020

Jul 29, 2020
SELL
$24.14 - $37.04 $15,570 - $23,890
-645 Closed
0 $0
Q3 2019

Oct 17, 2019
BUY
$39.14 - $40.36 $25,245 - $26,032
645 New
645 $25,000
Q1 2018

May 15, 2018
SELL
N/A
-304 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
1 Added 0.33%
304 $12,000
Q3 2017

Nov 15, 2017
BUY
N/A
303
303 $11,000

Others Institutions Holding EZM

# of Institutions
166
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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