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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-450- 3.61% |
$26.1K - $29.4K
|
12K
$761K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
33+ 0.29% |
$1.92K - $2.15K
|
11.3K
$716K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-605K- 75.26% |
$35.2M - $39.5M
|
199K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.61KNew |
$210K - $236K
|
3.61K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.21K+ 43.45% |
$303K - $340K
|
17.2K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.25K- 12.3% |
$537K - $604K
|
65.9K
$4.18M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.31% |
$581 - $653
|
3.22K
$204K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.69K+ 0.82% |
$97.9K - $110K
|
208K
$13.2M
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
2+ 0.04% |
$116 - $131
|
4.59K
$291K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
15.5K+ 29.52% |
$899K - $1.01M
|
67.9K
$4.3M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1- 0.2% |
$58.1 - $65.3
|
509
$32.3K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.55K+ 3.37% |
$148K - $166K
|
78K
$4.95M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 0.17% |
$291 - $326
|
2.87K
$182K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
132+ 33.5% |
$7.67K - $8.62K
|
526
$33.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.4K- 21.54% |
$1.47M - $1.66M
|
92.4K
$5.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-71K- 81.11% |
$4.12M - $4.63M
|
16.5K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.2K- 3.17% |
$826K - $928K
|
434K
$27.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.19K- 1.95% |
$69.2K - $77.8K
|
59.9K
$3.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
46.7K+ 8.5% |
$2.72M - $3.05M
|
596K
$37.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-2.55K- 40.33% |
$148K - $166K
|
3.77K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.44K- 8.65% |
$142K - $159K
|
25.8K
$1.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-2.55K- 41.7% |
$148K - $166K
|
3.56K
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.05K- 50.0% |
$61K - $68.6K
|
1.05K
$66.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$5.81K - $6.53K
|
100
$6.34K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
34+ 0.31% |
$1.98K - $2.22K
|
10.9K
$690K
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
35.4KNew |
$2.06M - $2.31M
|
35.4K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-96- 0.58% |
$5.58K - $6.27K
|
16.3K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.88K- 4.41% |
$109K - $123K
|
40.8K
$2.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.33K- 4.96% |
$310K - $348K
|
102K
$6.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13+ 0.05% |
$755 - $849
|
27.1K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.02K+ 3.4% |
$350K - $393K
|
183K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-4.5K- 34.88% |
$261K - $294K
|
8.4K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
9.99K+ 17.56% |
$580K - $652K
|
66.9K
$4.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
91.5KNew |
$5.31M - $5.97M
|
91.5K
$5.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-390- 4.84% |
$22.7K - $25.5K
|
7.68K
$487K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.51K+ 9.66% |
$146K - $164K
|
28.5K
$1.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-117- 2.5% |
$6.8K - $7.64K
|
4.57K
$290K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-173- 2.88% |
$10.1K - $11.3K
|
5.83K
$369K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13K+ 25.42% |
$754K - $848K
|
64.1K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-245- 2.19% |
$14.2K - $16K
|
11K
$694K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 0.44% |
$1.86K - $2.09K
|
7.27K
$461K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
165+ 47.69% |
$9.59K - $10.8K
|
511
$32.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-156- 3.57% |
$9.07K - $10.2K
|
4.21K
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.62KNew |
$210K - $236K
|
3.62K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
738+ 2.06% |
$42.9K - $48.2K
|
36.6K
$2.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.05K- 9.66% |
$60.8K - $68.3K
|
9.78K
$620K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
289New |
$16.8K - $18.9K
|
289
$18.3K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.31K+ 12.64% |
$203K - $226K
|
29.5K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-55- 6.55% |
$3.37K - $3.75K
|
785
$49.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.04K- 18.3% |
$308K - $343K
|
22.5K
$1.42M
|
|