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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
40+ 0.15% |
$1.89K - $2.12K
|
27.2K
$1.7M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.47% |
$94.6 - $106
|
425
$26.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.66% |
$47.3 - $52.9
|
153
$9.56K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$47.3 - $52.9
|
750
$46.9K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
61.9KNew |
$2.92M - $3.45M
|
61.9K
$3.87M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
29.5KNew |
$1.39M - $1.65M
|
29.5K
$1.84M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
12KNew |
$565K - $669K
|
12K
$750K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.04KNew |
$190K - $225K
|
4.04K
$253K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1.02KNew |
$48.2K - $57.1K
|
1.02K
$63.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
900New |
$42.4K - $50.2K
|
900
$56.3K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
400New |
$18.8K - $22.3K
|
400
$25K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
218New |
$10.3K - $12.2K
|
218
$13.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
125New |
$5.89K - $6.97K
|
125
$7.81K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.21% |
$47.1 - $55.8
|
483
$30.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$200K - $229K
|
4.41K
$275K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.01KNew |
$91K - $105K
|
2.01K
$126K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
730+ 15.68% |
$33.1K - $38K
|
5.39K
$337K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
632New |
$28.6K - $32.9K
|
632
$39.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
600New |
$27.2K - $31.2K
|
600
$37.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
297New |
$13.4K - $15.5K
|
297
$18.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
281New |
$12.7K - $14.6K
|
281
$17.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
225New |
$10.2K - $11.7K
|
225
$14.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
90New |
$4.08K - $4.68K
|
90
$5.63K
|
|
| 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
$2.98M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.01KNew |
$396K - $477K
|
9.01K
$563K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
8.9KNew |
$390K - $471K
|
8.9K
$556K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.38KNew |
$148K - $179K
|
3.38K
$211K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
3.37K+ 4.05% |
$148K - $178K
|
86.7K
$5.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12New |
$527 - $635
|
12
$750
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.4% |
$351 - $423
|
2.03K
$127K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.67KNew |
$391K - $478K
|
8.67K
$542K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
200New |
$9.03K - $11K
|
200
$12.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
116+ 3.46% |
$5.24K - $6.39K
|
3.47K
$217K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
111New |
$5.01K - $6.12K
|
111
$6.94K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
38New |
$1.72K - $2.09K
|
38
$2.38K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
36+ 211.76% |
$1.63K - $1.98K
|
53
$3.31K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
150New |
$7.73K - $8.58K
|
150
$9.38K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
97New |
$5K - $5.55K
|
97
$6.06K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
81New |
$4.17K - $4.63K
|
81
$5.06K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
48+ 0.32% |
$2.47K - $2.74K
|
15.2K
$950K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.58KNew |
$241K - $261K
|
4.58K
$286K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
554New |
$29.2K - $31.6K
|
554
$34.6K
|
|
| Q3 2021 | |||||||
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4New |
$199 - $217
|
4
$250
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
215KNew |
$11M - $11.7M
|
215K
$13.4M
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
7.12KNew |
$305K - $372K
|
7.12K
$445K
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.5KNew |
$51.8K - $65.5K
|
1.5K
$93.8K
|
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
495+ 215.22% |
$17.1K - $21.6K
|
725
$45.3K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
472New |
$16.3K - $20.6K
|
472
$29.5K
|
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
BUY
|
- |
461New |
$15.9K - $20.1K
|
461
$28.8K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Financial Insights, Inc.
|
BUY
|
- |
6.91K+ 28800.0% |
$216K - $251K
|
6.94K
$434K
|
|