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 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
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.37KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
5.47KNew |
N/A
|
5.47K
$347K
|
|
|
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
|
|
|
Aug 13, 2018
Q2 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-321Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Copperwynd Financial, LLC
|
SELL
|
- |
-59.8KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-341Closed |
N/A
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-298Closed |
N/A
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 16, 2018
Q4 2017
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-2.43KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3New |
N/A
|
3
$190
|
|
|
Nov 14, 2017
Q3 2017
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.96KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-432Closed |
N/A
|
0
$0
|
|
|
Nov 03, 2017
Q3 2017
|
F Dx Advisors, Inc.
|
SELL
|
- |
-10.1KClosed |
N/A
|
0
$0
|
|