Western Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History

Western Wealth Management, LLC

$1.8 Billion
Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Western Wealth Management, LLC holds 13,920 shares of EZM stock, worth $900,624. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,920

Previous 13,867 0.38%

Holding current value

$900,624

Previous $856,000 7.13%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$61.83 - $67.07 $3,276 - $3,554	53 Added 0.38%	13,920 $917,000
Q2 2025 Aug 08, 2025	SELL	$51.81 - $61.79 $126,986 - $151,447	-2,451 Reduced 15.02%	13,867 $856,000
Q1 2025 Apr 23, 2025	SELL	$58.11 - $65.29 $5,578 - $6,267	-96 Reduced 0.58%	16,318 $972,000
Q4 2024 Apr 15, 2025	BUY	$61.21 - $68.19 $1 Million - $1.12 Million	16,414 New	16,414 $1.03 Million
Q3 2024 Nov 12, 2024	BUY	$56.83 - $62.44 $5,853 - $6,431	103 Added 0.62%	16,618 $1.04 Million

Q2 2024 Jul 19, 2024	SELL	$56.57 - $60.6 $10,635 - $11,392	-188 Reduced 1.13%	16,515 $954,000
Q1 2024 May 02, 2024	BUY	$55.25 - $61.02 $14,144 - $15,621	256 Added 1.56%	16,703 $1.02 Million
Q4 2023 Jan 31, 2024	BUY	$47.01 - $57.98 $773,173 - $953,597	16,447 New	16,447 $943,000

Others Institutions Holding EZM

# of Institutions

165

Shares Held

8.1M

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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Western Wealth Management, LLC Wisdomtree U.S. Midcap Fund Transaction History