Latest Institutional Transactions on Wisdomtree U.S. Midcap Fund (EZM)
This table provides information on the latest institutional transactions involving Wisdomtree U.S. Midcap Fund (EZM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-14.1K- 15.0% |
$894K - $940K
|
80.1K
$5.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.7KNew |
$297K - $312K
|
4.7K
$304K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.06% |
$316 - $332
|
8.85K
$573K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-100- 2.91% |
$6.32K - $6.65K
|
3.34K
$216K
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
11+ 0.12% |
$696 - $731
|
9.05K
$585K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
68New |
$4.3K - $4.52K
|
68
$4.4K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-74- 1.13% |
$4.68K - $4.92K
|
6.47K
$419K
|
|
|
Jan 02, 2026
Q4 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-399- 3.69% |
$25.2K - $26.5K
|
10.4K
$674K
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-102- 16.83% |
$6.31K - $6.84K
|
504
$32.6K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
8New |
$495 - $537
|
8
$518
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$6.18K - $6.71K
|
100
$6.47K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.11KNew |
$68.9K - $74.7K
|
1.11K
$72.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 0.64% |
$70.8K - $76.8K
|
180K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-198- 1.57% |
$12.2K - $13.3K
|
12.4K
$805K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5K- 25.5% |
$648K - $703K
|
30.6K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.47K+ 9.09% |
$215K - $233K
|
41.6K
$2.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 40.0% |
$124 - $134
|
3
$194
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-454- 2.4% |
$28.1K - $30.4K
|
18.4K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.99K+ 12.88% |
$123K - $133K
|
17.4K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-828- 13.43% |
$51.2K - $55.5K
|
5.34K
$345K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.47K- 5.19% |
$90.7K - $98.4K
|
26.8K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
729+ 7.58% |
$45.1K - $48.9K
|
10.3K
$670K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.6K- 4.79% |
$1.58M - $1.72M
|
508K
$32.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.95K+ 0.86% |
$244K - $265K
|
463K
$29.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.6KNew |
$1.83M - $1.99M
|
29.6K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.71K- 1.2% |
$106K - $115K
|
141K
$9.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46+ 0.52% |
$2.84K - $3.09K
|
8.81K
$570K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.4K- 74.85% |
$707K - $767K
|
3.84K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.34K+ 10.17% |
$516K - $559K
|
90.3K
$5.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4K+ 27.48% |
$950K - $1.03M
|
71.3K
$4.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.72KNew |
$292K - $317K
|
4.72K
$305K
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.4K- 4.12% |
$831K - $902K
|
313K
$20.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 0.55% |
$3.71K - $4.02K
|
10.9K
$705K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
153New |
$9.46K - $10.3K
|
153
$9.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-51.4K- 7.73% |
$3.18M - $3.45M
|
614K
$39.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.61K- 1.66% |
$99.7K - $108K
|
95.6K
$6.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.26K- 17.86% |
$77.8K - $84.4K
|
5.78K
$374K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-144- 0.47% |
$8.9K - $9.66K
|
30.6K
$1.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.13KNew |
$194K - $210K
|
3.13K
$203K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-262- 1.32% |
$16.2K - $17.6K
|
19.6K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.6K+ 4.69% |
$900K - $976K
|
325K
$21M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-102- 1.47% |
$6.31K - $6.84K
|
6.83K
$442K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-94- 1.42% |
$5.81K - $6.3K
|
6.52K
$422K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-31- 1.04% |
$1.92K - $2.08K
|
2.94K
$190K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.22KNew |
$199K - $216K
|
3.22K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-300- 4.41% |
$18.5K - $20.1K
|
6.51K
$421K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.94K- 2.33% |
$120K - $130K
|
81K
$5.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.04K+ 2.54% |
$188K - $204K
|
123K
$7.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
775K+ 396.51% |
$47.9M - $52M
|
970K
$62.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9- 0.14% |
$556 - $604
|
6.33K
$409K
|
|