Latest Institutional Purchases of Wisdomtree U.S. Midcap Fund (EZM)
This list provides information on the latest institutional transactions involving Wisdomtree U.S. Midcap Fund (EZM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
194KNew |
$11.9M - $13.2M
|
194K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
33.2K+ 6.44% |
$2.03M - $2.27M
|
549K
$35.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
15.5K+ 9.58% |
$948K - $1.06M
|
177K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
13.6KNew |
$835K - $930K
|
13.6K
$884K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
10.8KNew |
$663K - $738K
|
10.8K
$701K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.78K+ 17.05% |
$232K - $258K
|
26K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.75KNew |
$230K - $256K
|
3.75K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.19K+ 12.73% |
$195K - $217K
|
28.2K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.2K+ 4.51% |
$135K - $150K
|
51.1K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.18K+ 2.98% |
$134K - $149K
|
75.5K
$4.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.1K+ 36.81% |
$129K - $143K
|
7.81K
$506K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.24K+ 1.55% |
$75.6K - $84.2K
|
81.1K
$5.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.05KNew |
$64.3K - $71.6K
|
1.05K
$68K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
450+ 3.75% |
$27.5K - $30.7K
|
12.5K
$807K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
36+ 0.33% |
$2.2K - $2.45K
|
10.9K
$703K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.09% |
$61.2 - $68.2
|
1.07K
$69.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.01% |
$61.2 - $68.2
|
7.24K
$469K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
87.7KNew |
$4.98M - $5.48M
|
87.7K
$5.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.2K+ 60.16% |
$2.45M - $2.69M
|
115K
$7.44M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.2K+ 46.89% |
$2.17M - $2.39M
|
120K
$7.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.5K+ 345.95% |
$1.56M - $1.72M
|
35.4K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17K+ 3.71% |
$968K - $1.06M
|
476K
$30.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
11.1KNew |
$630K - $692K
|
11.1K
$718K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 6.05% |
$620K - $681K
|
191K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.51K+ 1.09% |
$370K - $406K
|
605K
$39.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.47K+ 5.4% |
$368K - $404K
|
126K
$8.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.89K+ 7.45% |
$334K - $367K
|
84.9K
$5.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.44K+ 2.88% |
$252K - $277K
|
158K
$10.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.45KNew |
$196K - $215K
|
3.45K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.41K+ 1.22% |
$194K - $213K
|
282K
$18.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.41KNew |
$194K - $213K
|
3.41K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.39KNew |
$193K - $212K
|
3.39K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.38KNew |
$192K - $211K
|
3.38K
$219K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.32KNew |
$189K - $207K
|
3.32K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.29KNew |
$187K - $205K
|
3.29K
$213K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.23KNew |
$184K - $202K
|
3.23K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.49K+ 6.76% |
$141K - $155K
|
39.3K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.96K+ 2.53% |
$111K - $122K
|
79.4K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.29KNew |
$73.2K - $80.4K
|
1.29K
$83.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.12K+ 6.7% |
$63.4K - $69.6K
|
17.8K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.04K+ 14.21% |
$59.3K - $65.1K
|
8.38K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
703+ 0.54% |
$40K - $43.9K
|
132K
$8.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
702+ 2.77% |
$39.9K - $43.8K
|
26K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
563+ 203.25% |
$32K - $35.2K
|
840
$54.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
538New |
$30.6K - $33.6K
|
538
$34.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
330New |
$18.8K - $20.6K
|
330
$21.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
305+ 7.35% |
$17.3K - $19K
|
4.46K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
249+ 1.12% |
$14.2K - $15.5K
|
22.5K
$1.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
202+ 3.27% |
$11.5K - $12.6K
|
6.39K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
169New |
$9.6K - $10.6K
|
169
$10.9K
|
|