Wealthspire Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,884 shares of EZM stock, worth $446,289. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,884

Previous 7,195 4.32%

Holding current value

$446,289

Previous $415,000 3.37%

% of portfolio

0.0%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$56.83 - $62.44 $17,674 - $19,418	-311 Reduced 4.32%	6,884 $429,000
Q3 2023 Nov 06, 2023	SELL	$49.88 - $55.46 $19,004 - $21,130	-381 Reduced 5.03%	7,195 $365,000
Q2 2023 Jul 31, 2023	SELL	$47.28 - $52.94 $5,342 - $5,982	-113 Reduced 1.47%	7,576 $401,000
Q1 2023 May 09, 2023	SELL	$47.09 - $55.78 $4,709 - $5,578	-100 Reduced 1.28%	7,689 $382,000
Q1 2022 May 09, 2022	BUY	$51.5 - $57.18 $20,136 - $22,357	391 Added 5.29%	7,789 $426,000
Q3 2021 Nov 15, 2021	BUY	$49.81 - $54.23 $368,494 - $401,193	7,398 New	7,398 $385,000
Q2 2021 Aug 13, 2021	SELL	$50.97 - $54.49 $413,111 - $441,641	-8,105 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$42.79 - $52.29 $346,812 - $423,810	8,105 New	8,105 $413,000
Q2 2020 Aug 14, 2020	SELL	$24.14 - $37.04 $253,470 - $388,920	-10,500 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$22.51 - $42.68 $236,355 - $448,140	10,500 New	10,500 $277,000

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
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History