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 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 3.18% |
$11.3K - $12.1K
|
6.08K
$386K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
85New |
$4.81K - $5.15K
|
85
$5.39K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 0.23% |
$1.64K - $1.76K
|
12.8K
$811K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.04K- 20.84% |
$59.1K - $63.3K
|
3.97K
$251K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
211New |
$11.9K - $12.8K
|
211
$13.4K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
306New |
$16.9K - $18.7K
|
306
$19.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.8K+ 34.3% |
$2.36M - $2.61M
|
167K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
475+ 2.23% |
$26.2K - $29K
|
21.7K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
880New |
$48.6K - $53.7K
|
880
$55.8K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
34.8KNew |
$1.93M - $2.13M
|
34.8K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
455New |
$25.1K - $27.8K
|
455
$28.8K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
159New |
$8.78K - $9.7K
|
159
$10.1K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-247- 6.93% |
$13.6K - $15.1K
|
3.32K
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
700New |
$38.7K - $42.7K
|
700
$44.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$11.1K - $12.2K
|
200
$12.7K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
555New |
$26.1K - $32.2K
|
555
$35.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.84KNew |
$180K - $222K
|
3.84K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.22KNew |
$57.3K - $70.6K
|
1.22K
$77.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
45New |
$2.12K - $2.61K
|
45
$2.85K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.5KNew |
$165K - $203K
|
3.5K
$222K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.68KNew |
$173K - $214K
|
3.68K
$233K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.1KNew |
$240K - $296K
|
5.1K
$323K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.63K- 9.04% |
$76.7K - $94.6K
|
16.4K
$1.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
580New |
$27.3K - $33.6K
|
580
$36.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-320- 5.43% |
$15K - $18.6K
|
5.58K
$354K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-162- 11.61% |
$7.62K - $9.39K
|
1.23K
$78.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
20.9KNew |
$984K - $1.21M
|
20.9K
$1.33M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.01KNew |
$100K - $111K
|
2.01K
$127K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
643New |
$32.1K - $35.7K
|
643
$40.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
7New |
$349 - $388
|
7
$444
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.42K- 5.61% |
$420K - $467K
|
142K
$8.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
228KNew |
$11.4M - $12.6M
|
228K
$14.4M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-34.7K- 8.59% |
$1.73M - $1.92M
|
369K
$23.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 20.83% |
$1.25K - $1.39K
|
95
$6.02K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.37KNew |
$118K - $131K
|
2.37K
$150K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
225New |
$10.6K - $11.9K
|
225
$14.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
38.7KNew |
$1.83M - $2.05M
|
38.7K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 14.29% |
$47.3 - $52.9
|
6
$380
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3KNew |
$142K - $159K
|
3K
$190K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
40+ 0.15% |
$1.89K - $2.12K
|
27.2K
$1.73M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.47% |
$94.6 - $106
|
425
$26.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
120+ 88.89% |
$5.67K - $6.35K
|
255
$16.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$47.3 - $52.9
|
750
$47.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.66% |
$47.3 - $52.9
|
153
$9.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
545New |
$25.8K - $28.9K
|
545
$34.5K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.04KNew |
$190K - $225K
|
4.04K
$256K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
61.9KNew |
$2.92M - $3.45M
|
61.9K
$3.92M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.21% |
$47.1 - $55.8
|
483
$30.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
125New |
$5.89K - $6.97K
|
125
$7.92K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-168- 11.85% |
$7.91K - $9.37K
|
1.25K
$79.2K
|
|