Provident Wealth Management, LLC EZM Holdings History
Provident Wealth Management, LLC's WisdomTree U.S. MidCap Fund Holding Summary
As of 2025-03-31, Provident Wealth Management, LLC held 91,457.00 shares of WisdomTree U.S. MidCap Fund(EZM), totaling $5.45 Mil. This investment constitutes 1.88% of their stock portfolio, and Provident Wealth Management, LLC now holds 0.73% of the outstanding WisdomTree U.S. MidCap Fund(EZM) stock.
The initial trade took place in 2025Q1. And since then Provident Wealth Management, LLC has made 1 purchases of EZM, at an average price of $62.45, for a total of 91,457.00 shares. Based on historical transaction data and EZM's current price of $63.28, Provident Wealth Management, LLC's estimated gain on his EZM holdings is $75,909.31, reflecting a 1.33% gain to date.
Provident Wealth Management, LLC EZM ($63.28) Holding Chart
Provident Wealth Management, LLC EZM ($63.28) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
