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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
91.5KNew |
$5.31M - $5.97M
|
91.5K
$5.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
46.7K+ 8.5% |
$2.72M - $3.05M
|
596K
$33.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
35.4KNew |
$2.06M - $2.31M
|
35.4K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.6K+ 22.46% |
$1.72M - $1.93M
|
162K
$9.16M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.8K+ 4.84% |
$1.38M - $1.55M
|
516K
$29.2M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
15.5K+ 29.52% |
$899K - $1.01M
|
67.9K
$3.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13K+ 25.42% |
$754K - $848K
|
64.1K
$3.63M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.6K+ 4519.84% |
$675K - $758K
|
11.9K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2KNew |
$592K - $665K
|
10.2K
$578K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
9.99K+ 17.56% |
$580K - $652K
|
66.9K
$3.79M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.26KNew |
$480K - $539K
|
8.26K
$468K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.13K+ 10.02% |
$472K - $531K
|
89.2K
$5.06M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.06K+ 13.02% |
$410K - $461K
|
61.3K
$3.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.02K+ 3.4% |
$350K - $393K
|
183K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.61K+ 6.7% |
$326K - $366K
|
89.3K
$5.06M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.21K+ 43.45% |
$303K - $340K
|
17.2K
$976K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.03K+ 3.02% |
$292K - $329K
|
172K
$9.74M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.57K+ 112.56% |
$266K - $299K
|
8.63K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.43K+ 5.29% |
$257K - $289K
|
88.1K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.98KNew |
$231K - $260K
|
3.98K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.62KNew |
$210K - $236K
|
3.62K
$205K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.61KNew |
$210K - $236K
|
3.61K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.81K+ 2.75% |
$163K - $183K
|
105K
$5.95M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.55K+ 3.37% |
$148K - $166K
|
78K
$4.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.51K+ 9.66% |
$146K - $164K
|
28.5K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.69K+ 0.82% |
$97.9K - $110K
|
208K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.67K+ 1.09% |
$97.1K - $109K
|
155K
$8.8M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.65K+ 8.3% |
$96.1K - $108K
|
21.6K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.63K+ 30.5% |
$94.8K - $107K
|
6.98K
$396K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
738+ 2.06% |
$42.9K - $48.2K
|
36.6K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
563+ 0.18% |
$32.7K - $36.8K
|
312K
$17.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
545+ 6.1% |
$31.7K - $35.6K
|
9.47K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
475+ 14.71% |
$27.6K - $31K
|
3.71K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
289New |
$16.8K - $18.9K
|
289
$16.4K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
261+ 2.75% |
$15.2K - $17K
|
9.76K
$554K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
165+ 47.69% |
$9.59K - $10.8K
|
511
$29K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
141New |
$8.19K - $9.21K
|
141
$8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
132+ 33.5% |
$7.67K - $8.62K
|
526
$29.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$5.81K - $6.53K
|
100
$5.67K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
84+ 0.52% |
$4.88K - $5.48K
|
16.2K
$920K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
34+ 0.31% |
$1.98K - $2.22K
|
10.9K
$618K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
33+ 0.29% |
$1.92K - $2.15K
|
11.3K
$641K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
32+ 0.44% |
$1.86K - $2.09K
|
7.27K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
17+ 0.23% |
$988 - $1.11K
|
7.27K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13+ 0.05% |
$755 - $849
|
27.1K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.31% |
$581 - $653
|
3.22K
$183K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5+ 0.17% |
$291 - $326
|
2.87K
$163K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.02% |
$116 - $131
|
9.97K
$565K
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
2+ 0.04% |
$116 - $131
|
4.59K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|