Purchases and Sales Made in Q2 2025 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
45+ 0.41% |
$2.33K - $2.78K
|
10.9K
$714K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
45+ 0.1% |
$2.33K - $2.78K
|
46.4K
$3.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
34+ 0.32% |
$1.76K - $2.1K
|
10.8K
$705K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20+ 0.12% |
$1.04K - $1.24K
|
17.2K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
12+ 0.1% |
$622 - $741
|
12.4K
$809K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7+ 0.24% |
$363 - $433
|
2.88K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$259 - $309
|
5
$326
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.09% |
$51.8 - $61.8
|
1.07K
$69.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.01% |
$51.8 - $61.8
|
7.27K
$474K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$51.8 - $61.8
|
3.77K
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-44- 5.61% |
$2.28K - $2.72K
|
741
$48.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-58- 0.86% |
$3K - $3.58K
|
6.7K
$437K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-66- 11.11% |
$3.42K - $4.08K
|
528
$34.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-121- 1.8% |
$6.27K - $7.48K
|
6.62K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-141- 1.44% |
$7.31K - $8.71K
|
9.62K
$628K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-174- 2.49% |
$9.01K - $10.8K
|
6.81K
$444K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-180- 1.49% |
$9.33K - $11.1K
|
11.9K
$774K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-230- 2.95% |
$11.9K - $14.2K
|
7.58K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-232- 2.33% |
$12K - $14.3K
|
9.74K
$636K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-262- 51.27% |
$13.6K - $16.2K
|
249
$16.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-270- 7.28% |
$14K - $16.7K
|
3.44K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-272- 3.74% |
$14.1K - $16.8K
|
7K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-292- 8.95% |
$15.1K - $18K
|
2.97K
$194K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-481- 1.87% |
$24.9K - $29.7K
|
25.3K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-623- 5.51% |
$32.3K - $38.5K
|
10.7K
$697K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-631- 6.66% |
$32.7K - $39K
|
8.84K
$577K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-637- 1.56% |
$33K - $39.4K
|
40.1K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-726- 0.74% |
$37.6K - $44.9K
|
97.2K
$6.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-800- 4.93% |
$41.4K - $49.4K
|
15.4K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.24K- 21.3% |
$64.3K - $76.7K
|
4.59K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.25K- 7.09% |
$64.5K - $76.9K
|
16.3K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.4K- 16.65% |
$72.5K - $86.4K
|
7K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.41K- 18.16% |
$72.8K - $86.9K
|
6.34K
$414K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.49K- 1.61% |
$77K - $91.8K
|
90.9K
$5.93M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.53K- 21.58% |
$79.1K - $94.4K
|
5.55K
$362K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.6K- 16.31% |
$82.6K - $98.6K
|
8.19K
$534K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 0.95% |
$86.7K - $103K
|
175K
$11.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.76K- 6.48% |
$91K - $109K
|
25.3K
$1.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.15K- 12.98% |
$111K - $133K
|
14.4K
$938K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.22K- 14.93% |
$115K - $137K
|
12.6K
$825K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.45K- 15.02% |
$127K - $151K
|
13.9K
$905K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3K- 9.23% |
$155K - $185K
|
29.5K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.55K- 1.78% |
$184K - $219K
|
195K
$12.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.13K- 6.96% |
$318K - $379K
|
82K
$5.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.07K- 7.92% |
$366K - $437K
|
82.2K
$5.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10K- 15.24% |
$521K - $621K
|
55.9K
$3.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-10.9K- 26.15% |
$563K - $672K
|
30.7K
$2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-17.6K- 4.06% |
$913K - $1.09M
|
417K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-18.9K- 11.69% |
$979K - $1.17M
|
143K
$9.31M
|