3D ASSET MANAGEMENT, INC EZM Holdings History
3D ASSET MANAGEMENT, INC's WisdomTree U.S. MidCap Fund Holding Summary
As of 2020-09-30, 3D ASSET MANAGEMENT, INC held 649,870.00 shares of WisdomTree U.S. MidCap Fund(EZM), totaling $22.22 Mil. This investment constitutes 11.36% of their stock portfolio, and 3D ASSET MANAGEMENT, INC now holds 4.35% of the outstanding WisdomTree U.S. MidCap Fund(EZM) stock.
The initial trade took place in 2013Q2. And since then 3D ASSET MANAGEMENT, INC has made 8 purchases of EZM, at an average price of $25.54, for a total of 2.99 Mil shares. In addition, there have been 8 sales at an average price of $32.26 for 2.34 Mil shares. Based on historical transaction data and EZM's current price of $63.13, 3D ASSET MANAGEMENT, INC's estimated gain on his EZM holdings is $40.14 Mil, reflecting a 52.53% gain to date.
3D ASSET MANAGEMENT, INC EZM ($63.13) Holding Chart
3D ASSET MANAGEMENT, INC EZM ($63.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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