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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.57K- 72.6% |
$96.3K - $107K
|
594
$38.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-29.6K- 6.19% |
$1.81M - $2.02M
|
449K
$29M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.12KNew |
$252K - $281K
|
4.12K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
394New |
$24.1K - $26.9K
|
394
$25.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.34% |
$673 - $750
|
3.21K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-750- 11.11% |
$45.9K - $51.1K
|
6K
$388K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
15.5K+ 9.58% |
$948K - $1.06M
|
177K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.05KNew |
$64.3K - $71.6K
|
1.05K
$67.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
450+ 3.75% |
$27.5K - $30.7K
|
12.5K
$805K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.1K+ 36.81% |
$129K - $143K
|
7.81K
$505K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
194KNew |
$11.9M - $13.2M
|
194K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.19K- 2.71% |
$72.6K - $80.9K
|
42.7K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.81K- 7.29% |
$294K - $328K
|
61.1K
$3.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.78K+ 17.05% |
$232K - $258K
|
26K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 14.13% |
$61.2K - $68.2K
|
6.08K
$393K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.19K+ 12.73% |
$195K - $217K
|
28.2K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
33.2K+ 6.44% |
$2.03M - $2.27M
|
549K
$35.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.92K- 14.56% |
$118K - $131K
|
11.3K
$729K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
36+ 0.33% |
$2.2K - $2.45K
|
10.9K
$702K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
10.8KNew |
$663K - $738K
|
10.8K
$700K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-292- 1.07% |
$17.9K - $19.9K
|
27.1K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.2K+ 4.51% |
$135K - $150K
|
51.1K
$3.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-5.35K- 29.33% |
$328K - $365K
|
12.9K
$834K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-194- 3.97% |
$11.9K - $13.2K
|
4.69K
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-50- 0.11% |
$3.06K - $3.41K
|
46.4K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.09% |
$61.2 - $68.2
|
1.07K
$69K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.18K+ 2.98% |
$134K - $149K
|
75.5K
$4.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.75KNew |
$230K - $256K
|
3.75K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.24K+ 1.55% |
$75.6K - $84.2K
|
81.1K
$5.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-228- 2.75% |
$14K - $15.5K
|
8.07K
$522K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
13.6KNew |
$835K - $930K
|
13.6K
$883K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.01% |
$61.2 - $68.2
|
7.24K
$468K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.2K+ 46.89% |
$2.17M - $2.39M
|
120K
$7.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
202+ 3.27% |
$11.5K - $12.6K
|
6.39K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.29K- 13.65% |
$73.4K - $80.7K
|
8.17K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 1.58% |
$163K - $179K
|
179K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-743- 0.73% |
$42.2K - $46.4K
|
101K
$6.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-360- 7.58% |
$20.5K - $22.5K
|
4.39K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.12K+ 6.7% |
$63.4K - $69.6K
|
17.8K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.55K- 0.39% |
$202K - $222K
|
898K
$58.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
17+ 0.24% |
$966 - $1.06K
|
7.23K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-638- 3.95% |
$36.3K - $39.8K
|
15.5K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
563+ 203.25% |
$32K - $35.2K
|
840
$54.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
87.7KNew |
$4.98M - $5.48M
|
87.7K
$5.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-100- 1.3% |
$5.68K - $6.24K
|
7.61K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.96K+ 2.53% |
$111K - $122K
|
79.4K
$5.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.66K- 13.03% |
$265K - $291K
|
31.1K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.83K- 15.79% |
$274K - $301K
|
25.7K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-670- 17.18% |
$38.1K - $41.8K
|
3.23K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.5K+ 345.95% |
$1.56M - $1.72M
|
35.4K
$2.29M
|
|