Latest Institutional Purchases of Wisdomtree U.S. Midcap Fund (EZM)

EZM Quotes by TradingView

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
Feb 03, 2025 Q4 2024
Unionview, LLC

Seattle, WA
BUY
 -
21
+ 0.34%
$1.29K - $1.43K
6.28K $373K
Jan 30, 2025 Q4 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
11
+ 0.34%
$673 - $750
3.21K $190K
Feb 14, 2025 Q4 2024
Comerica Bank

BUY
 -
4
+ 0.11%
$245 - $273
3.7K $219K
Feb 13, 2025 Q4 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
2
+ 0.02%
$122 - $136
9.97K $591K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
2
+ 0.61%
$122 - $136
332 $19.7K
Jan 16, 2025 Q4 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1
+ 0.09%
$61.2 - $68.2
1.07K $63.3K
Jan 07, 2025 Q4 2024
Cva Family Office, LLC

BUY
 -
1
+ 0.01%
$61.2 - $68.2
7.24K $429K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q3 2024
Nov 14, 2024 Q3 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
27.5K
+ 345.95%
$1.56M - $1.72M
35.4K $2.1M
Oct 24, 2024 Q3 2024
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
11.1K
New
$630K - $692K
11.1K $657K
Nov 13, 2024 Q3 2024
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
3.41K
New
$194K - $213K
3.41K $202K
Oct 15, 2024 Q3 2024
Astoria Portfolio Advisors Llc.

BUY
 -
3.38K
New
$192K - $211K
3.38K $200K
Oct 21, 2024 Q3 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
3.32K
New
$189K - $207K
3.32K $197K
Nov 08, 2024 Q3 2024
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
3.29K
New
$187K - $205K
3.29K $195K
Oct 25, 2024 Q3 2024
Better Money Decisions, LLC

BUY
 -
3.23K
New
$184K - $202K
3.23K $192K
Nov 14, 2024 Q3 2024
Nbt Bank N A

BUY
 -
1.29K
New
$73.2K - $80.4K
1.29K $76.4K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
702
+ 2.77%
$39.9K - $43.8K
26K $1.54M
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
538
New
$30.6K - $33.6K
538 $31.9K
Oct 24, 2024 Q3 2024
Bristlecone Advisors, LLC

BUY
 -
330
New
$18.8K - $20.6K
330 $19.6K
Nov 08, 2024 Q3 2024
Howard Wealth Management, LLC

Madison, CT
BUY
 -
305
+ 7.35%
$17.3K - $19K
4.46K $264K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
169
New
$9.6K - $10.6K
169 $10K
Nov 12, 2024 Q3 2024
Western Wealth Management, LLC

BUY
 -
103
+ 0.62%
$5.85K - $6.43K
16.6K $986K
Apr 01, 2025 Q3 2024
Lbj Family Wealth Advisors, Ltd.

BUY
 -
23
+ 0.22%
$1.31K - $1.44K
10.7K $635K
Oct 28, 2024 Q3 2024
Chicago Partners Investment Group LLC

BUY
 -
11
+ 0.28%
$625 - $687
4K $237K
Nov 08, 2024 Q3 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
2
+ 0.31%
$114 - $125
657 $39K
Feb 03, 2025 Q3 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1
+ 0.88%
$56.8 - $62.4
115 $6.82K
Oct 29, 2024 Q3 2024
Gps Wealth Strategies Group, LLC

BUY
 -
1
+ 0.29%
$56.8 - $62.4
346 $20.5K
Q2 2024
Aug 12, 2024 Q2 2024
Ieq Capital, LLC

BUY
 -
12K
+ 6.21%
$679K - $727K
205K $12.2M
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
4.19K
New
$237K - $254K
4.19K $249K
Aug 12, 2024 Q2 2024
Hrt Financial LP

New York, NY
BUY
 -
3.93K
New
$222K - $238K
3.93K $233K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
214
New
$12.1K - $13K
214 $12.7K
Aug 14, 2024 Q2 2024
New Republic Capital, LLC

Charlotte, NC
BUY
 -
211
New
$11.9K - $12.8K
211 $12.5K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
211
New
$11.9K - $12.8K
211 $12.5K
Aug 14, 2024 Q2 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
100
New
$5.66K - $6.06K
100 $5.93K
Jul 31, 2024 Q2 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
85
New
$4.81K - $5.15K
85 $5.04K
Aug 09, 2024 Q2 2024
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
58
+ 0.33%
$3.28K - $3.51K
17.4K $1.03M
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
42.8K
+ 34.3%
$2.36M - $2.61M
167K $9.93M
May 13, 2024 Q1 2024
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
34.8K
New
$1.93M - $2.13M
34.8K $2.07M
May 13, 2024 Q1 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
880
New
$48.6K - $53.7K
880 $52.2K
Apr 19, 2024 Q1 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
700
New
$38.7K - $42.7K
700 $41.5K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
475
+ 2.23%
$26.2K - $29K
21.7K $1.29M
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
455
New
$25.1K - $27.8K
455 $27K
Jul 03, 2024 Q1 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
306
New
$16.9K - $18.7K
306 $18.1K
Apr 16, 2024 Q1 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
200
New
$11.1K - $12.2K
200 $11.9K
May 06, 2024 Q1 2024
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
159
New
$8.78K - $9.7K
159 $9.43K
Q4 2023
Jan 05, 2024 Q4 2023
Apella Capital, LLC

BUY
 -
20.9K
New
$984K - $1.21M
20.9K $1.24M
Jan 26, 2024 Q4 2023
Cerity Partners LLC

New York, NY
BUY
 -
5.1K
New
$240K - $296K
5.1K $302K
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
3.84K
New
$180K - $222K
3.84K $228K
Jan 26, 2024 Q4 2023
Financial Counselors Inc

BUY
 -
3.68K
New
$173K - $214K
3.68K $218K

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