Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-605K- 75.26% |
$35.2M - $39.5M
|
199K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-179K- 22.16% |
$10.4M - $11.7M
|
628K
$35.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-71K- 81.11% |
$4.12M - $4.63M
|
16.5K
$937K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.9K- 9.55% |
$2.78M - $3.13M
|
454K
$25.7M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-36.9K- 41.07% |
$2.15M - $2.41M
|
53K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.1K- 25.24% |
$1.92M - $2.16M
|
98K
$5.56M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.9K- 57.7% |
$1.5M - $1.69M
|
19K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.4K- 21.54% |
$1.47M - $1.66M
|
92.4K
$5.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.2K- 3.17% |
$826K - $928K
|
434K
$24.6M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.25K- 12.3% |
$537K - $604K
|
65.9K
$3.74M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.46K- 48.92% |
$375K - $421K
|
6.74K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.33K- 4.96% |
$310K - $348K
|
102K
$5.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-4.5K- 34.88% |
$261K - $294K
|
8.4K
$476K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.53K- 11.86% |
$205K - $230K
|
26.2K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-2.55K- 40.33% |
$148K - $166K
|
3.77K
$214K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-2.55K- 41.7% |
$148K - $166K
|
3.56K
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.44K- 8.65% |
$142K - $159K
|
25.8K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.06K- 19.28% |
$120K - $135K
|
8.63K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.06K- 4.79% |
$120K - $134K
|
41K
$2.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.88K- 4.41% |
$109K - $123K
|
40.8K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.62K- 4.94% |
$94.3K - $106K
|
31.2K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.52K- 23.99% |
$88.6K - $99.5K
|
4.83K
$274K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 0.74% |
$76.8K - $86.3K
|
176K
$10M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.26K- 9.26% |
$73.4K - $82.5K
|
12.4K
$702K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.19K- 1.95% |
$69.2K - $77.8K
|
59.9K
$3.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.05K- 50.0% |
$61K - $68.6K
|
1.05K
$59.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.05K- 9.66% |
$60.8K - $68.3K
|
9.78K
$555K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-867- 10.92% |
$50.4K - $56.6K
|
7.08K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-517- 1.23% |
$30K - $33.8K
|
41.6K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-487- 3.18% |
$28.3K - $31.8K
|
14.9K
$842K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-450- 3.61% |
$26.1K - $29.4K
|
12K
$681K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-433- 11.72% |
$25.2K - $28.3K
|
3.26K
$185K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-390- 4.84% |
$22.7K - $25.5K
|
7.68K
$435K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-245- 2.19% |
$14.2K - $16K
|
11K
$621K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-173- 2.88% |
$10.1K - $11.3K
|
5.83K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-156- 3.57% |
$9.07K - $10.2K
|
4.21K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-130- 39.39% |
$7.55K - $8.49K
|
200
$11.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-117- 2.5% |
$6.8K - $7.64K
|
4.57K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-96- 0.58% |
$5.58K - $6.27K
|
16.3K
$926K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-85- 1.09% |
$4.94K - $5.55K
|
7.74K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-84- 0.03% |
$4.88K - $5.48K
|
292K
$16.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-84- 1.23% |
$4.88K - $5.48K
|
6.75K
$383K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-59- 0.33% |
$3.43K - $3.85K
|
17.6K
$996K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-40- 1.07% |
$2.32K - $2.61K
|
3.71K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-19- 0.04% |
$1.1K - $1.24K
|
46.4K
$2.63M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1- 0.2% |
$58.1 - $65.3
|
509
$28.9K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.98K- 50.0% |
$427K - $476K
|
6.98K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.04K- 18.3% |
$308K - $343K
|
22.5K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.57K- 72.6% |
$96.3K - $107K
|
594
$33.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.35K- 8.44% |
$82.6K - $92.1K
|
14.7K
$831K
|
|