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 |
---|---|---|---|---|---|---|---|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
306New |
$16.9K - $18.7K
|
306
$17.6K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
190KNew |
$10.5M - $11.6M
|
190K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-781- 2.13% |
$43.2K - $47.7K
|
35.9K
$2.06M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-120K- 16.76% |
$6.65M - $7.35M
|
598K
$34.3M
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-113- 0.59% |
$6.24K - $6.9K
|
19.1K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
96.5K+ 2337.69% |
$5.33M - $5.89M
|
101K
$5.78M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.1K- 5.05% |
$1.33M - $1.47M
|
454K
$26.1M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-54.8K- 68.68% |
$3.03M - $3.34M
|
25K
$1.43M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-214- 2.16% |
$11.8K - $13.1K
|
9.69K
$556K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-301- 0.77% |
$16.6K - $18.4K
|
38.6K
$2.22M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.27K- 43.59% |
$401K - $443K
|
9.4K
$540K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.9K+ 41.68% |
$2.76M - $3.04M
|
170K
$9.73M
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-177- 21.33% |
$9.78K - $10.8K
|
653
$37.5K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$593K - $655K
|
10.7K
$616K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 9.05% |
$11.1K - $12.2K
|
2.41K
$138K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
28+ 0.7% |
$1.55K - $1.71K
|
4.01K
$230K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-553- 12.53% |
$30.6K - $33.7K
|
3.86K
$222K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25KNew |
$1.38M - $1.52M
|
25K
$1.43M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.4KNew |
$906K - $1M
|
16.4K
$941K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.49K+ 5660.67% |
$469K - $518K
|
8.64K
$496K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-427- 15.22% |
$23.6K - $26.1K
|
2.38K
$137K
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-25K- 6.9% |
$1.38M - $1.53M
|
337K
$19.4M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.51K+ 0.56% |
$83.3K - $92K
|
269K
$15.4M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.8K- 18.13% |
$928K - $1.02M
|
75.8K
$4.35M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-66- 1.04% |
$3.65K - $4.03K
|
6.25K
$359K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-48.2K- 40.06% |
$2.66M - $2.94M
|
72.1K
$4.14M
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.02% |
$111 - $122
|
10.6K
$606K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
61+ 53.98% |
$3.37K - $3.72K
|
174
$9.99K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.8K+ 34.3% |
$2.36M - $2.61M
|
167K
$9.61M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
475+ 2.23% |
$26.2K - $29K
|
21.7K
$1.25M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.2K- 2.86% |
$1.78M - $1.97M
|
1.09M
$62.8M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.76K- 6.09% |
$484K - $535K
|
135K
$7.76M
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
34.8KNew |
$1.93M - $2.13M
|
34.8K
$2M
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.59K- 5.0% |
$198K - $219K
|
68.2K
$3.92M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
880New |
$48.6K - $53.7K
|
880
$50.5K
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-4.08K- 19.0% |
$225K - $249K
|
17.4K
$998K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
527+ 7.33% |
$29.1K - $32.2K
|
7.71K
$443K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-61.2K- 44.28% |
$3.38M - $3.73M
|
77K
$4.42M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.71K+ 4.53% |
$315K - $348K
|
132K
$7.56M
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-155- 2.65% |
$8.56K - $9.46K
|
5.71K
$328K
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
206+ 0.94% |
$11.4K - $12.6K
|
22.1K
$1.27M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-251K- 61.84% |
$13.9M - $15.3M
|
155K
$8.89M
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
SELL
|
- |
-9- 0.21% |
$497 - $549
|
4.37K
$251K
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
971+ 4.7% |
$53.6K - $59.3K
|
21.6K
$1.24M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.55K- 5.28% |
$141K - $156K
|
45.7K
$2.63M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.6K- 2.53% |
$750K - $828K
|
523K
$30M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
455New |
$25.1K - $27.8K
|
455
$26.1K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.74K+ 71.9% |
$262K - $289K
|
11.3K
$650K
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.39KNew |
$187K - $207K
|
3.39K
$195K
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-85.3K- 54.26% |
$4.71M - $5.21M
|
71.9K
$4.13M
|