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
Oct 29, 2024 Q3 2024
Gps Wealth Strategies Group, LLC

BUY
 -
1
+ 0.29%
$56.8 - $62.4
346 $21.6K
Oct 15, 2024 Q3 2024
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1
+ 0.35%
$56.8 - $62.4
289 $18.1K
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Aug 12, 2024 Q2 2024
Ieq Capital, LLC

BUY
 -
12K
+ 6.21%
$679K - $727K
205K $12.8M
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
6.98K
+ 100.0%
$395K - $423K
14K $872K
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
4.19K
New
$237K - $254K
4.19K $262K
Aug 12, 2024 Q2 2024
Hrt Financial LP

New York, NY
BUY
 -
3.93K
New
$222K - $238K
3.93K $245K
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
3.8K
New
$215K - $230K
3.8K $237K
Jul 22, 2024 Q2 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1.07K
New
$60.3K - $64.6K
1.07K $66.6K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
214
New
$12.1K - $13K
214 $13.4K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
211
New
$11.9K - $12.8K
211 $13.2K
Aug 14, 2024 Q2 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
100
New
$5.66K - $6.06K
100 $6.25K
Jul 31, 2024 Q2 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
85
New
$4.81K - $5.15K
85 $5.31K
Aug 09, 2024 Q2 2024
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
58
+ 0.33%
$3.28K - $3.51K
17.4K $1.09M
Jul 25, 2024 Q2 2024
Capital Management Corp

BUY
 -
18
+ 0.41%
$1.02K - $1.09K
4.38K $274K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
42.8K
+ 34.3%
$2.36M - $2.61M
167K $10.5M
May 13, 2024 Q1 2024
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
34.8K
New
$1.93M - $2.13M
34.8K $2.18M
May 13, 2024 Q1 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
880
New
$48.6K - $53.7K
880 $55K
Apr 19, 2024 Q1 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
700
New
$38.7K - $42.7K
700 $43.8K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
475
+ 2.23%
$26.2K - $29K
21.7K $1.36M
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
455
New
$25.1K - $27.8K
455 $28.4K
Jul 03, 2024 Q1 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
306
New
$16.9K - $18.7K
306 $19.1K
May 15, 2024 Q1 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
200
+ 9.05%
$11.1K - $12.2K
2.41K $151K
Apr 16, 2024 Q1 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
200
New
$11.1K - $12.2K
200 $12.5K
May 06, 2024 Q1 2024
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
159
New
$8.78K - $9.7K
159 $9.94K
Apr 02, 2024 Q1 2024
Lbj Family Wealth Advisors, Ltd.

BUY
 -
24
+ 0.23%
$1.33K - $1.46K
10.7K $666K
Aug 09, 2024 Q1 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1
+ 0.88%
$55.3 - $61
114 $7.13K
May 06, 2024 Q1 2024
Assetmark, Inc

BUY
 -
1
New
$55.3 - $61
1 $62.5
Q4 2023
Jan 05, 2024 Q4 2023
Apella Capital, LLC

BUY
 -
20.9K
New
$984K - $1.21M
20.9K $1.31M
Jan 26, 2024 Q4 2023
Cerity Partners LLC

New York, NY
BUY
 -
5.1K
New
$240K - $296K
5.1K $319K
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
3.84K
New
$180K - $222K
3.84K $240K
Jan 26, 2024 Q4 2023
Financial Counselors Inc

BUY
 -
3.68K
New
$173K - $214K
3.68K $230K
Feb 05, 2024 Q4 2023
Principle Wealth Partners LLC

BUY
 -
3.5K
New
$165K - $203K
3.5K $219K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
1.22K
New
$57.3K - $70.6K
1.22K $76.1K
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

BUY
 -
580
New
$27.3K - $33.6K
580 $36.3K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
555
New
$26.1K - $32.2K
555 $34.7K
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
45
New
$2.12K - $2.61K
45 $2.81K
Q3 2023
Oct 30, 2023 Q3 2023
Win Advisors, Inc

BUY
 -
228K
New
$11.4M - $12.6M
228K $14.2M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
2.37K
New
$118K - $131K
2.37K $148K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
2.01K
New
$100K - $111K
2.01K $126K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
643
New
$32.1K - $35.7K
643 $40.2K
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
7
New
$349 - $388
7 $438
Q2 2023
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
38.7K
New
$1.83M - $2.05M
38.7K $2.42M
Aug 14, 2023 Q2 2023
Options Solutions, LLC

Chevy Chase, MD
BUY
 -
3K
New
$142K - $159K
3K $188K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
545
New
$25.8K - $28.9K
545 $34.1K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
510
New
$24.1K - $27K
510 $31.9K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
225
New
$10.6K - $11.9K
225 $14.1K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
210
+ 70.0%
$9.93K - $11.1K
510 $31.9K
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
120
+ 88.89%
$5.67K - $6.35K
255 $15.9K

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