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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.42K- 5.61% |
$420K - $467K
|
142K
$8.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
228KNew |
$11.4M - $12.6M
|
228K
$14.1M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-34.7K- 8.59% |
$1.73M - $1.92M
|
369K
$22.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 20.83% |
$1.25K - $1.39K
|
95
$5.86K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.37KNew |
$118K - $131K
|
2.37K
$146K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
225New |
$10.6K - $11.9K
|
225
$13.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
38.7KNew |
$1.83M - $2.05M
|
38.7K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3KNew |
$142K - $159K
|
3K
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 14.29% |
$47.3 - $52.9
|
6
$370
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
40+ 0.15% |
$1.89K - $2.12K
|
27.2K
$1.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
510New |
$24.1K - $27K
|
510
$31.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
210+ 70.0% |
$9.93K - $11.1K
|
510
$31.5K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.47% |
$94.6 - $106
|
425
$26.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-657- 13.09% |
$31.1K - $34.8K
|
4.36K
$269K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
120+ 88.89% |
$5.67K - $6.35K
|
255
$15.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.66% |
$47.3 - $52.9
|
153
$9.44K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$47.3 - $52.9
|
750
$46.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
545New |
$25.8K - $28.9K
|
545
$33.6K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.04KNew |
$190K - $225K
|
4.04K
$249K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
61.9KNew |
$2.92M - $3.45M
|
61.9K
$3.82M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.21% |
$47.1 - $55.8
|
483
$29.8K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-168- 11.85% |
$7.91K - $9.37K
|
1.25K
$77.1K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
125New |
$5.89K - $6.97K
|
125
$7.71K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
12KNew |
$565K - $669K
|
12K
$740K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-198- 4.42% |
$9.32K - $11K
|
4.28K
$264K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
218New |
$10.3K - $12.2K
|
218
$13.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
900New |
$42.4K - $50.2K
|
900
$55.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.68K- 35.9% |
$79.1K - $93.7K
|
3K
$185K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
29.5KNew |
$1.39M - $1.65M
|
29.5K
$1.82M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1.02KNew |
$48.2K - $57.1K
|
1.02K
$63.1K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
400New |
$18.8K - $22.3K
|
400
$24.7K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
730+ 15.68% |
$33.1K - $38K
|
5.39K
$332K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.01KNew |
$91K - $105K
|
2.01K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
225New |
$10.2K - $11.7K
|
225
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
600New |
$27.2K - $31.2K
|
600
$37K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$200K - $229K
|
4.41K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
90New |
$4.08K - $4.68K
|
90
$5.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
281New |
$12.7K - $14.6K
|
281
$17.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-908- 12.31% |
$41.1K - $47.2K
|
6.47K
$399K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-315- 1.26% |
$14.3K - $16.4K
|
24.7K
$1.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
297New |
$13.4K - $15.5K
|
297
$18.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
632New |
$28.6K - $32.9K
|
632
$39K
|
|
| Q3 2022 | |||||||
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
8.9KNew |
$390K - $471K
|
8.9K
$549K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
42.9K+ 901.18% |
$1.88M - $2.27M
|
47.7K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.65K- 19.09% |
$72.4K - $87.3K
|
7K
$432K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12New |
$527 - $635
|
12
$740
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.4% |
$351 - $423
|
2.03K
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.98KClosed |
$306K - $369K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9- 17.31% |
$395 - $476
|
43
$2.65K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.01KNew |
$396K - $477K
|
9.01K
$556K
|
|