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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.5KNew |
$165K - $203K
|
3.5K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.22KNew |
$57.3K - $70.6K
|
1.22K
$72.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
580New |
$27.3K - $33.6K
|
580
$34.4K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
555New |
$26.1K - $32.2K
|
555
$32.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
45New |
$2.12K - $2.61K
|
45
$2.67K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
228KNew |
$11.4M - $12.6M
|
228K
$13.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.37KNew |
$118K - $131K
|
2.37K
$141K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.01KNew |
$100K - $111K
|
2.01K
$119K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
643New |
$32.1K - $35.7K
|
643
$38.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
7New |
$349 - $388
|
7
$415
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
38.7KNew |
$1.83M - $2.05M
|
38.7K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3KNew |
$142K - $159K
|
3K
$178K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
545New |
$25.8K - $28.9K
|
545
$32.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
510New |
$24.1K - $27K
|
510
$30.2K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
225New |
$10.6K - $11.9K
|
225
$13.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
120+ 88.89% |
$5.67K - $6.35K
|
255
$15.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
40+ 0.15% |
$1.89K - $2.12K
|
27.2K
$1.62M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.47% |
$94.6 - $106
|
425
$25.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.66% |
$47.3 - $52.9
|
153
$9.07K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$47.3 - $52.9
|
750
$44.5K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
61.9KNew |
$2.92M - $3.45M
|
61.9K
$3.67M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
29.5KNew |
$1.39M - $1.65M
|
29.5K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.04KNew |
$190K - $225K
|
4.04K
$240K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1.02KNew |
$48.2K - $57.1K
|
1.02K
$60.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
900New |
$42.4K - $50.2K
|
900
$53.4K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
400New |
$18.8K - $22.3K
|
400
$23.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
218New |
$10.3K - $12.2K
|
218
$12.9K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
125New |
$5.89K - $6.97K
|
125
$7.41K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.21% |
$47.1 - $55.8
|
483
$28.6K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$200K - $229K
|
4.41K
$261K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.01KNew |
$91K - $105K
|
2.01K
$119K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
730+ 15.68% |
$33.1K - $38K
|
5.39K
$319K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
632New |
$28.6K - $32.9K
|
632
$37.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
600New |
$27.2K - $31.2K
|
600
$35.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
297New |
$13.4K - $15.5K
|
297
$17.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
281New |
$12.7K - $14.6K
|
281
$16.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
225New |
$10.2K - $11.7K
|
225
$13.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
90New |
$4.08K - $4.68K
|
90
$5.34K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
42.9K+ 901.18% |
$1.88M - $2.27M
|
47.7K
$2.83M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.01KNew |
$396K - $477K
|
9.01K
$535K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
8.9KNew |
$390K - $471K
|
8.9K
$528K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.38KNew |
$148K - $179K
|
3.38K
$200K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
3.37K+ 4.05% |
$148K - $178K
|
86.7K
$5.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12New |
$527 - $635
|
12
$712
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.4% |
$351 - $423
|
2.03K
$121K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.67KNew |
$391K - $478K
|
8.67K
$514K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
200New |
$9.03K - $11K
|
200
$11.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
116+ 3.46% |
$5.24K - $6.39K
|
3.47K
$206K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
111New |
$5.01K - $6.12K
|
111
$6.58K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
38New |
$1.72K - $2.09K
|
38
$2.25K
|
|