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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2020
Q1 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-5.99KClosed |
$135K - $255K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-560- 31.25% |
$12.6K - $23.9K
|
1.23K
$76K
|
|
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-73.5KClosed |
$1.65M - $3.14M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-111KClosed |
$2.51M - $4.76M
|
0
$0
|
|
|
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
$5.18K
|
|
|
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
$35.5K
|
|
| 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
$1.64M
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.13KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-384Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-6.53KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sageworth Trust CO
|
SELL
|
- |
-2.05KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Sep 07, 2021
Q1 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-394Closed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-385Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-390Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.02KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.75KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-6.02KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-4.92KClosed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-186Closed |
N/A
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5.51KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.58KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
5.47KNew |
N/A
|
5.47K
$337K
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.37KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.57KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-23.9KClosed |
N/A
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Lincoln National Corp
|
SELL
|
- |
-8.79KClosed |
N/A
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Oct 03, 2018
Q3 2018
|
Fulton Bank, N.A.
|
SELL
|
- |
-7.38KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-187Closed |
N/A
|
0
$0
|
|