Purchases and Sales Made in Q1 2025 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. MIDCAP FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.02% |
$116 - $131
|
9.97K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1- 0.2% |
$58.1 - $65.3
|
509
$30.5K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-19- 0.04% |
$1.1K - $1.24K
|
46.4K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-40- 1.07% |
$2.32K - $2.61K
|
3.71K
$223K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-59- 0.33% |
$3.43K - $3.85K
|
17.6K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-84- 0.03% |
$4.88K - $5.48K
|
292K
$17.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-84- 1.23% |
$4.88K - $5.48K
|
6.75K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-85- 1.09% |
$4.94K - $5.55K
|
7.74K
$465K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-96- 0.58% |
$5.58K - $6.27K
|
16.3K
$979K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-117- 2.5% |
$6.8K - $7.64K
|
4.57K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-130- 39.39% |
$7.55K - $8.49K
|
200
$12K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-156- 3.57% |
$9.07K - $10.2K
|
4.21K
$253K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-173- 2.88% |
$10.1K - $11.3K
|
5.83K
$350K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-245- 2.19% |
$14.2K - $16K
|
11K
$657K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-390- 4.84% |
$22.7K - $25.5K
|
7.68K
$461K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-433- 11.72% |
$25.2K - $28.3K
|
3.26K
$196K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-450- 3.61% |
$26.1K - $29.4K
|
12K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-487- 3.18% |
$28.3K - $31.8K
|
14.9K
$891K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-517- 1.23% |
$30K - $33.8K
|
41.6K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-867- 10.92% |
$50.4K - $56.6K
|
7.08K
$425K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.05K- 9.66% |
$60.8K - $68.3K
|
9.78K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.05K- 50.0% |
$61K - $68.6K
|
1.05K
$63K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.19K- 1.95% |
$69.2K - $77.8K
|
59.9K
$3.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.26K- 9.26% |
$73.4K - $82.5K
|
12.4K
$743K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 0.74% |
$76.8K - $86.3K
|
176K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.52K- 23.99% |
$88.6K - $99.5K
|
4.83K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.62K- 4.94% |
$94.3K - $106K
|
31.2K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.88K- 4.41% |
$109K - $123K
|
40.8K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.06K- 4.79% |
$120K - $134K
|
41K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.06K- 19.28% |
$120K - $135K
|
8.63K
$518K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.44K- 8.65% |
$142K - $159K
|
25.8K
$1.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-2.55K- 41.7% |
$148K - $166K
|
3.56K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-2.55K- 40.33% |
$148K - $166K
|
3.77K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.53K- 11.86% |
$205K - $230K
|
26.2K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-4.5K- 34.88% |
$261K - $294K
|
8.4K
$504K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.33K- 4.96% |
$310K - $348K
|
102K
$6.13M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.46K- 48.92% |
$375K - $421K
|
6.74K
$404K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.25K- 12.3% |
$537K - $604K
|
65.9K
$3.96M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.3K- 95.18% |
$657K - $738K
|
572
$34.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.2K- 3.17% |
$826K - $928K
|
434K
$26.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.4K- 21.54% |
$1.47M - $1.66M
|
92.4K
$5.54M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.9K- 57.7% |
$1.5M - $1.69M
|
19K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.1K- 25.24% |
$1.92M - $2.16M
|
98K
$5.88M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-36.9K- 41.07% |
$2.15M - $2.41M
|
53K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.9K- 9.55% |
$2.78M - $3.13M
|
454K
$27.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-71K- 81.11% |
$4.12M - $4.63M
|
16.5K
$991K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-179K- 22.16% |
$10.4M - $11.7M
|
628K
$37.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-605K- 75.26% |
$35.2M - $39.5M
|
199K
$11.9M
|