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 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-188- 1.13% |
$10.6K - $11.4K
|
16.5K
$995K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
559+ 0.19% |
$31.6K - $33.9K
|
292K
$17.6M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
821+ 3.35% |
$46.4K - $49.8K
|
25.3K
$1.53M
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 1.06% |
$6.79K - $7.27K
|
11.2K
$675K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
211New |
$11.9K - $12.8K
|
211
$12.7K
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.29K- 10.7% |
$73.1K - $78.4K
|
10.8K
$650K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
217+ 3.05% |
$12.3K - $13.2K
|
7.34K
$442K
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-2.56K- 3.36% |
$145K - $155K
|
73.4K
$4.42M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$113 - $121
|
4.91K
$296K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
555+ 10.95% |
$31.4K - $33.6K
|
5.63K
$339K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-49- 12.44% |
$2.77K - $2.97K
|
345
$20.8K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
43+ 0.53% |
$2.43K - $2.61K
|
8.09K
$487K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.65K- 8.55% |
$93.2K - $99.9K
|
17.6K
$1.06M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.35K- 2.83% |
$76.4K - $81.8K
|
46.3K
$2.79M
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
306New |
$16.9K - $18.7K
|
306
$18.4K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
190KNew |
$10.5M - $11.6M
|
190K
$11.5M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-120K- 16.76% |
$6.65M - $7.35M
|
598K
$36M
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-113- 0.59% |
$6.24K - $6.9K
|
19.1K
$1.15M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
96.5K+ 2337.69% |
$5.33M - $5.89M
|
101K
$6.06M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.1K- 5.05% |
$1.33M - $1.47M
|
454K
$27.3M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-781- 2.13% |
$43.2K - $47.7K
|
35.9K
$2.16M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-54.8K- 68.68% |
$3.03M - $3.34M
|
25K
$1.51M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-214- 2.16% |
$11.8K - $13.1K
|
9.69K
$584K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-301- 0.77% |
$16.6K - $18.4K
|
38.6K
$2.33M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.27K- 43.59% |
$401K - $443K
|
9.4K
$566K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.9K+ 41.68% |
$2.76M - $3.04M
|
170K
$10.2M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-553- 12.53% |
$30.6K - $33.7K
|
3.86K
$233K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-177- 21.33% |
$9.78K - $10.8K
|
653
$39.3K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$593K - $655K
|
10.7K
$646K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 9.05% |
$11.1K - $12.2K
|
2.41K
$145K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
28+ 0.7% |
$1.55K - $1.71K
|
4.01K
$242K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25KNew |
$1.38M - $1.52M
|
25K
$1.5M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.4KNew |
$906K - $1M
|
16.4K
$988K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.49K+ 5660.67% |
$469K - $518K
|
8.64K
$521K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-427- 15.22% |
$23.6K - $26.1K
|
2.38K
$143K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.51K+ 0.56% |
$83.3K - $92K
|
269K
$16.2M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.8K- 18.13% |
$928K - $1.02M
|
75.8K
$4.57M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-66- 1.04% |
$3.65K - $4.03K
|
6.25K
$377K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-48.2K- 40.06% |
$2.66M - $2.94M
|
72.1K
$4.34M
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.02% |
$111 - $122
|
10.6K
$636K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
61+ 53.98% |
$3.37K - $3.72K
|
174
$10.5K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
475+ 2.23% |
$26.2K - $29K
|
21.7K
$1.31M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.8K+ 34.3% |
$2.36M - $2.61M
|
167K
$10.1M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-25K- 6.9% |
$1.38M - $1.53M
|
337K
$20.3M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.2K- 2.86% |
$1.78M - $1.97M
|
1.09M
$65.9M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.76K- 6.09% |
$484K - $535K
|
135K
$8.14M
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
34.8KNew |
$1.93M - $2.13M
|
34.8K
$2.1M
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.59K- 5.0% |
$198K - $219K
|
68.2K
$4.11M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
880New |
$48.6K - $53.7K
|
880
$53K
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-4.08K- 19.0% |
$225K - $249K
|
17.4K
$1.05M
|