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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
70.3K+ 11.8% |
$3.64M - $4.34M
|
666K
$41.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.1KNew |
$2.13M - $2.54M
|
41.1K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
37.5K+ 5.97% |
$1.94M - $2.31M
|
665K
$41.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
19.3KNew |
$999K - $1.19M
|
19.3K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18.9KNew |
$978K - $1.17M
|
18.9K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.4K+ 3.57% |
$954K - $1.14M
|
534K
$33.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18K+ 6.16% |
$933K - $1.11M
|
310K
$19.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
15.9K+ 23.38% |
$823K - $981K
|
83.8K
$5.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.7K+ 14.0% |
$760K - $907K
|
120K
$7.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.9K+ 4.45% |
$719K - $858K
|
326K
$20.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.4K+ 32.66% |
$693K - $827K
|
54.3K
$3.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
11.5K+ 6.27% |
$595K - $710K
|
195K
$12.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.1K+ 4.14% |
$368K - $439K
|
179K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7.04KNew |
$365K - $435K
|
7.04K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.94K+ 22.24% |
$360K - $429K
|
38.2K
$2.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.65KNew |
$345K - $411K
|
6.65K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.54KNew |
$339K - $404K
|
6.54K
$409K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.48K+ 10.11% |
$335K - $400K
|
70.5K
$4.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.33KNew |
$328K - $391K
|
6.33K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.1K+ 50.04% |
$264K - $315K
|
15.3K
$955K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.9K+ 22.69% |
$254K - $303K
|
26.5K
$1.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.76K+ 1.05% |
$247K - $294K
|
459K
$28.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
4.09K+ 6.11% |
$212K - $253K
|
71K
$4.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.04KNew |
$210K - $250K
|
4.04K
$253K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.62K+ 1.74% |
$188K - $224K
|
211K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.52KNew |
$183K - $218K
|
3.52K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.38KNew |
$175K - $209K
|
3.38K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
3.08K+ 8.69% |
$160K - $190K
|
38.5K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.05K+ 89.5% |
$158K - $189K
|
6.46K
$404K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
2.84K+ 7.75% |
$147K - $175K
|
39.4K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.41K+ 2.7% |
$125K - $149K
|
91.7K
$5.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.29K+ 536.77% |
$119K - $142K
|
2.72K
$170K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.35K+ 2.2% |
$69.8K - $83.2K
|
62.6K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.34K+ 27.67% |
$69.2K - $82.6K
|
6.17K
$385K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.15K+ 25.04% |
$59.3K - $70.7K
|
5.72K
$357K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.14K+ 1.24% |
$58.8K - $70.1K
|
92.6K
$5.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.01KNew |
$52.2K - $62.3K
|
1.01K
$63K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
987+ 3.77% |
$51.1K - $61K
|
27.2K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
843+ 4.44% |
$43.7K - $52.1K
|
19.8K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
794+ 2.79% |
$41.1K - $49.1K
|
29.3K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
652New |
$33.8K - $40.3K
|
652
$40.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
615+ 16.23% |
$31.9K - $38K
|
4.4K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
470+ 82.17% |
$24.4K - $29K
|
1.04K
$65.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
457New |
$23.7K - $28.2K
|
457
$28.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
225New |
$11.7K - $13.9K
|
225
$14.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
130+ 1.51% |
$6.74K - $8.03K
|
8.76K
$548K
|
|
|
Jul 28, 2025
Q2 2025
|
Capital Management Corp
|
BUY
|
- |
122+ 2.66% |
$6.32K - $7.54K
|
4.71K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
89New |
$4.61K - $5.5K
|
89
$5.56K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
80+ 15.21% |
$4.14K - $4.94K
|
606
$37.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
45+ 0.1% |
$2.33K - $2.78K
|
46.4K
$2.9M
|