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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.6K+ 4519.84% |
$675K - $758K
|
11.9K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-84- 0.03% |
$4.88K - $5.48K
|
292K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
17+ 0.23% |
$988 - $1.11K
|
7.27K
$412K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-867- 10.92% |
$50.4K - $56.6K
|
7.08K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-487- 3.18% |
$28.3K - $31.8K
|
14.9K
$842K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.8K+ 4.84% |
$1.38M - $1.55M
|
516K
$29.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.9K- 9.55% |
$2.78M - $3.13M
|
454K
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-19- 0.04% |
$1.1K - $1.24K
|
46.4K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.06K- 19.28% |
$120K - $135K
|
8.63K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2KNew |
$592K - $665K
|
10.2K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.98KNew |
$231K - $260K
|
3.98K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.06K- 4.79% |
$120K - $134K
|
41K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.62K- 4.94% |
$94.3K - $106K
|
31.2K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-36.9K- 41.07% |
$2.15M - $2.41M
|
53K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
84+ 0.52% |
$4.88K - $5.48K
|
16.2K
$920K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
261+ 2.75% |
$15.2K - $17K
|
9.76K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-433- 11.72% |
$25.2K - $28.3K
|
3.26K
$185K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
563+ 0.18% |
$32.7K - $36.8K
|
312K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.61K+ 6.7% |
$326K - $366K
|
89.3K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.9K- 57.7% |
$1.5M - $1.69M
|
19K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
475+ 14.71% |
$27.6K - $31K
|
3.71K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.02% |
$116 - $131
|
9.97K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.57K+ 112.56% |
$266K - $299K
|
8.63K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.52K- 23.99% |
$88.6K - $99.5K
|
4.83K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.1K- 25.24% |
$1.92M - $2.16M
|
98K
$5.56M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.43K+ 5.29% |
$257K - $289K
|
88.1K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.81K+ 2.75% |
$163K - $183K
|
105K
$5.95M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.6K+ 22.46% |
$1.72M - $1.93M
|
162K
$9.16M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-517- 1.23% |
$30K - $33.8K
|
41.6K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-179K- 22.16% |
$10.4M - $11.7M
|
628K
$35.6M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
141New |
$8.19K - $9.21K
|
141
$8K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-85- 1.09% |
$4.94K - $5.55K
|
7.74K
$439K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-130- 39.39% |
$7.55K - $8.49K
|
200
$11.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.67K+ 1.09% |
$97.1K - $109K
|
155K
$8.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.53K- 11.86% |
$205K - $230K
|
26.2K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 0.74% |
$76.8K - $86.3K
|
176K
$10M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.46K- 48.92% |
$375K - $421K
|
6.74K
$382K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.06K+ 13.02% |
$410K - $461K
|
61.3K
$3.48M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.63K+ 30.5% |
$94.8K - $107K
|
6.98K
$396K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.65K+ 8.3% |
$96.1K - $108K
|
21.6K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.03K+ 3.02% |
$292K - $329K
|
172K
$9.74M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-450- 3.61% |
$26.1K - $29.4K
|
12K
$681K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-59- 0.33% |
$3.43K - $3.85K
|
17.6K
$996K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
33+ 0.29% |
$1.92K - $2.15K
|
11.3K
$641K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-605K- 75.26% |
$35.2M - $39.5M
|
199K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.61KNew |
$210K - $236K
|
3.61K
$205K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.25K- 12.3% |
$537K - $604K
|
65.9K
$3.74M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.21K+ 43.45% |
$303K - $340K
|
17.2K
$976K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.69K+ 0.82% |
$97.9K - $110K
|
208K
$11.8M
|