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 |
|---|---|---|---|---|---|---|---|
|
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
|
Pinnacle Associates LTD
|
SELL
|
- |
-18.6KClosed |
$449K - $689K
|
0
$0
|
|
|
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 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.5KNew |
$36.2K - $55.6K
|
1.5K
$95.1K
|
|
|
Aug 13, 2020
Q2 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.6KClosed |
$328K - $504K
|
0
$0
|
|
|
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
$34.7K
|
|
|
Jul 20, 2020
Q2 2020
|
Family Legacy, Inc.
|
SELL
|
- |
-50.9KClosed |
$1.23M - $1.89M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 28, 2025
Q1 2020
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-6.38KClosed |
$144K - $272K
|
0
$0
|
|
|
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
$32.1K
|
|
|
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
|
Element Wealth, LLC
|
SELL
|
- |
-7.2KClosed |
$162K - $307K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Taiyo Life Insurance CO
|
SELL
|
- |
-880KClosed |
$19.8M - $37.6M
|
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
|
|
|
May 12, 2020
Q1 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-5.99KClosed |
$135K - $255K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-73.5KClosed |
$1.65M - $3.14M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-560- 31.25% |
$12.6K - $23.9K
|
1.23K
$78.1K
|
|
|
May 07, 2020
Q1 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.83KClosed |
$109K - $206K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.46KClosed |
$168K - $318K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.5KClosed |
$280K - $532K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-158KClosed |
$3.56M - $6.76M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.5KClosed |
$56.3K - $107K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-72.9KClosed |
$1.64M - $3.11M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.66KClosed |
$127K - $241K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Covenant Asset Management, LLC
|
SELL
|
- |
-11.6KClosed |
$260K - $494K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Busey Wealth Management
|
SELL
|
- |
-2.71KClosed |
$61.1K - $116K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-51.8KClosed |
$1.17M - $2.21M
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-18.4KClosed |
$414K - $786K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Optas, LLC
|
SELL
|
- |
-85.4KClosed |
$1.92M - $3.64M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
84New |
$3.17K - $3.56K
|
84
$5.32K
|
|
|
Feb 13, 2020
Q4 2019
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-392KClosed |
$14.8M - $16.6M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.3KClosed |
$803K - $902K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-306Closed |
$11.6K - $13K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-575- 50.0% |
$21.7K - $24.4K
|
575
$36.4K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-234Closed |
$9.16K - $9.44K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-72.5KClosed |
$2.84M - $2.93M
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.18KClosed |
$203K - $209K
|
0
$0
|
|
|
Oct 02, 2019
Q3 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-200Closed |
$7.83K - $8.07K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
M&T Bank Corp
|
SELL
|
- |
-5.1KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.5KNew |
N/A
|
26.5K
$1.68M
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.13KClosed |
N/A
|
0
$0
|
|