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 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.35KClosed |
$222K - $237K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-7.63KClosed |
$389K - $416K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-612Closed |
$31.2K - $33.3K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
215KNew |
$11M - $11.7M
|
215K
$13.3M
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-185Closed |
$9.43K - $10.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-110Closed |
$4.71K - $5.75K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-653Closed |
$27.9K - $34.1K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-17.9KClosed |
$765K - $934K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-798- 51.06% |
$34.1K - $41.7K
|
765
$47.2K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-301Closed |
$12.9K - $15.7K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-53Closed |
$2.27K - $2.77K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-710Closed |
$30.4K - $37.1K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.12KClosed |
$219K - $268K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
7.12KNew |
$305K - $372K
|
7.12K
$439K
|
|
| Q4 2020 | |||||||
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-165Closed |
$5.7K - $7.2K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-7.4KClosed |
$256K - $323K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
472New |
$16.3K - $20.6K
|
472
$29.1K
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.47KClosed |
$85.3K - $108K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.5KNew |
$51.8K - $65.5K
|
1.5K
$92.6K
|
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
495+ 215.22% |
$17.1K - $21.6K
|
725
$44.7K
|
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
SELL
|
- |
-82Closed |
$2.83K - $3.58K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-165Closed |
$5.7K - $7.2K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
BUY
|
- |
461New |
$15.9K - $20.1K
|
461
$28.4K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Financial Insights, Inc.
|
BUY
|
- |
6.91K+ 28800.0% |
$216K - $251K
|
6.94K
$428K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.35KClosed |
$42K - $48.9K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-18.2KClosed |
$569K - $662K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-6.18KClosed |
$193K - $225K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Xr Securities LLC
|
SELL
|
- |
-16.2KClosed |
$505K - $587K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-10.4KClosed |
$325K - $378K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.32KClosed |
$56K - $85.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3Closed |
$72.4 - $111
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-18.6KClosed |
$449K - $689K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-16.8KClosed |
$405K - $621K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.6KClosed |
$328K - $504K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.5KNew |
$36.2K - $55.6K
|
1.5K
$92.6K
|
|
|
Aug 11, 2020
Q2 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-16.8KClosed |
$405K - $621K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-375Closed |
$9.05K - $13.9K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-645Closed |
$15.6K - $23.9K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.62K- 74.75% |
$39.1K - $60K
|
547
$33.7K
|
|
|
Jul 20, 2020
Q2 2020
|
Family Legacy, Inc.
|
SELL
|
- |
-50.9KClosed |
$1.23M - $1.89M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-72.3KClosed |
$1.63M - $3.09M
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-625- 55.26% |
$14.1K - $26.7K
|
506
$31.2K
|
|
|
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-485Closed |
$10.9K - $20.7K
|
0
$0
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-652Closed |
$14.7K - $27.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-53KClosed |
$1.19M - $2.26M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Taiyo Life Insurance CO
|
SELL
|
- |
-880KClosed |
$19.8M - $37.6M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Element Wealth, LLC
|
SELL
|
- |
-7.2KClosed |
$162K - $307K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-110KClosed |
$2.48M - $4.7M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-11.7KClosed |
$264K - $500K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-10.7KClosed |
$242K - $458K
|
0
$0
|
|