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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
140+ 0.63% |
$7.92K - $8.48K
|
22.2K
$1.37M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-122- 8.0% |
$6.9K - $7.39K
|
1.4K
$86.3K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-866- 1.94% |
$49K - $52.5K
|
43.9K
$2.7M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.21K+ 1.2% |
$68.2K - $73K
|
102K
$6.27M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.12K- 4.53% |
$346K - $371K
|
129K
$7.94M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35K- 22.59% |
$1.98M - $2.12M
|
120K
$7.38M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
19.5K+ 4.13% |
$1.1M - $1.18M
|
492K
$30.3M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.33K- 21.77% |
$188K - $202K
|
12K
$736K
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-336- 0.22% |
$19K - $20.4K
|
154K
$9.47M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-272- 1.24% |
$15.4K - $16.5K
|
21.6K
$1.33M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1K+ 6.59% |
$630K - $675K
|
180K
$11.1M
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
21+ 0.34% |
$1.19K - $1.27K
|
6.24K
$384K
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.83K+ 1.89% |
$160K - $171K
|
153K
$9.4M
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
180+ 4.53% |
$10.2K - $10.9K
|
4.15K
$255K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 3.18% |
$11.3K - $12.1K
|
6.08K
$374K
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
85New |
$4.81K - $5.15K
|
85
$5.23K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2K+ 5.74% |
$113K - $121K
|
36.8K
$2.26M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-12.6K- 55.45% |
$715K - $766K
|
10.1K
$625K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13+ 0.33% |
$735 - $788
|
3.99K
$245K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.31% |
$566 - $606
|
3.19K
$196K
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-674- 4.71% |
$38.1K - $40.8K
|
13.6K
$840K
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.2K- 5.84% |
$238K - $254K
|
67.7K
$4.17M
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.17K+ 4.52% |
$179K - $192K
|
73.2K
$4.5M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.3% |
$56.6 - $60.6
|
329
$20.2K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.94K- 7.64% |
$336K - $360K
|
71.7K
$4.41M
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 0.23% |
$1.64K - $1.76K
|
12.8K
$787K
|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
BUY
|
- |
18+ 0.41% |
$1.02K - $1.09K
|
4.38K
$270K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.04K- 20.84% |
$59.1K - $63.3K
|
3.97K
$244K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
775+ 2.26% |
$43.8K - $47K
|
35K
$2.16M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-202- 2.8% |
$11.4K - $12.2K
|
7K
$431K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.28K+ 142.68% |
$72.2K - $77.4K
|
2.17K
$134K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-13.9K- 20.38% |
$786K - $843K
|
54.3K
$3.34M
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.07KNew |
$60.3K - $64.6K
|
1.07K
$65.6K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-188- 1.13% |
$10.6K - $11.4K
|
16.5K
$1.02M
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 1.06% |
$6.79K - $7.27K
|
11.2K
$689K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
821+ 3.35% |
$46.4K - $49.8K
|
25.3K
$1.56M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
559+ 0.19% |
$31.6K - $33.9K
|
292K
$18M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
211New |
$11.9K - $12.8K
|
211
$13K
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.29K- 10.7% |
$73.1K - $78.4K
|
10.8K
$664K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$113 - $121
|
4.91K
$302K
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-2.56K- 3.36% |
$145K - $155K
|
73.4K
$4.52M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
217+ 3.05% |
$12.3K - $13.2K
|
7.34K
$452K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
555+ 10.95% |
$31.4K - $33.6K
|
5.63K
$346K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-49- 12.44% |
$2.77K - $2.97K
|
345
$21.2K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
43+ 0.53% |
$2.43K - $2.61K
|
8.09K
$498K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.35K- 2.83% |
$76.4K - $81.8K
|
46.3K
$2.85M
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.65K- 8.55% |
$93.2K - $99.9K
|
17.6K
$1.08M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.1K- 5.05% |
$1.33M - $1.47M
|
454K
$27.9M
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 0.88% |
$55.3 - $61
|
114
$7.02K
|