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 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
38New |
$1.72K - $2.09K
|
38
$2.41K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
36+ 211.76% |
$1.63K - $1.98K
|
53
$3.36K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
150New |
$7.73K - $8.58K
|
150
$9.51K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
97New |
$5K - $5.55K
|
97
$6.15K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
81New |
$4.17K - $4.63K
|
81
$5.13K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
48+ 0.32% |
$2.47K - $2.74K
|
15.2K
$963K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.58KNew |
$241K - $261K
|
4.58K
$290K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
554New |
$29.2K - $31.6K
|
554
$35.1K
|
|
| Q3 2021 | |||||||
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4New |
$199 - $217
|
4
$254
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
215KNew |
$11M - $11.7M
|
215K
$13.6M
|
|
| Q1 2021 | |||||||
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
7.12KNew |
$305K - $372K
|
7.12K
$451K
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.5KNew |
$51.8K - $65.5K
|
1.5K
$95.1K
|
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
495+ 215.22% |
$17.1K - $21.6K
|
725
$46K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
472New |
$16.3K - $20.6K
|
472
$29.9K
|
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
BUY
|
- |
461New |
$15.9K - $20.1K
|
461
$29.2K
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.5KNew |
$36.2K - $55.6K
|
1.5K
$95.1K
|
|
| Q4 2019 | |||||||
|
Dec 21, 2023
Q4 2019
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
84New |
$3.17K - $3.56K
|
84
$5.32K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26.5KNew |
N/A
|
26.5K
$1.68M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
5.47KNew |
N/A
|
5.47K
$347K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3New |
N/A
|
3
$190
|
|