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 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.8KNew |
$215K - $230K
|
3.8K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.93KNew |
$222K - $238K
|
3.93K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
12K+ 6.21% |
$679K - $727K
|
205K
$12.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.2K- 25.5% |
$124K - $133K
|
6.43K
$397K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
58+ 0.33% |
$3.28K - $3.51K
|
17.4K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
214New |
$12.1K - $13K
|
214
$13.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-122- 8.0% |
$6.9K - $7.39K
|
1.4K
$86.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.33K- 21.77% |
$188K - $202K
|
12K
$738K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 3.18% |
$11.3K - $12.1K
|
6.08K
$375K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
85New |
$4.81K - $5.15K
|
85
$5.24K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Management Corp
|
BUY
|
- |
18+ 0.41% |
$1.02K - $1.09K
|
4.38K
$270K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 0.23% |
$1.64K - $1.76K
|
12.8K
$789K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.04K- 20.84% |
$59.1K - $63.3K
|
3.97K
$245K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.07KNew |
$60.3K - $64.6K
|
1.07K
$65.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 1.06% |
$6.79K - $7.27K
|
11.2K
$691K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
211New |
$11.9K - $12.8K
|
211
$13K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.65K- 8.55% |
$93.2K - $99.9K
|
17.6K
$1.09M
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-19- 44.19% |
$1.05K - $1.16K
|
24
$1.48K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 0.88% |
$55.3 - $61
|
114
$7.03K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
306New |
$16.9K - $18.7K
|
306
$18.9K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 9.05% |
$11.1K - $12.2K
|
2.41K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
475+ 2.23% |
$26.2K - $29K
|
21.7K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.8K+ 34.3% |
$2.36M - $2.61M
|
167K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
880New |
$48.6K - $53.7K
|
880
$54.3K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
34.8KNew |
$1.93M - $2.13M
|
34.8K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-155- 2.65% |
$8.56K - $9.46K
|
5.71K
$352K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
455New |
$25.1K - $27.8K
|
455
$28.1K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$55.3 - $61
|
1
$61.7
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-247- 6.93% |
$13.6K - $15.1K
|
3.32K
$205K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
159New |
$8.78K - $9.7K
|
159
$9.81K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-250- 2.93% |
$13.8K - $15.3K
|
8.29K
$512K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
700New |
$38.7K - $42.7K
|
700
$43.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$11.1K - $12.2K
|
200
$12.3K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 12.38% |
$55.3K - $61K
|
7.08K
$437K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
24+ 0.23% |
$1.33K - $1.46K
|
10.7K
$658K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
555New |
$26.1K - $32.2K
|
555
$34.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.84KNew |
$180K - $222K
|
3.84K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.22KNew |
$57.3K - $70.6K
|
1.22K
$75.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
45New |
$2.12K - $2.61K
|
45
$2.78K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.5KNew |
$165K - $203K
|
3.5K
$216K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.68KNew |
$173K - $214K
|
3.68K
$227K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.1KNew |
$240K - $296K
|
5.1K
$315K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.63K- 9.04% |
$76.7K - $94.6K
|
16.4K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
580New |
$27.3K - $33.6K
|
580
$35.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-320- 5.43% |
$15K - $18.6K
|
5.58K
$344K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-162- 11.61% |
$7.62K - $9.39K
|
1.23K
$76.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
20.9KNew |
$984K - $1.21M
|
20.9K
$1.29M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.01KNew |
$100K - $111K
|
2.01K
$124K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
7New |
$349 - $388
|
7
$432
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
643New |
$32.1K - $35.7K
|
643
$39.7K
|
|