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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-251K- 61.84% |
$13.9M - $15.3M
|
155K
$8.88M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-122K- 29.58% |
$6.77M - $7.47M
|
292K
$16.7M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-120K- 16.76% |
$6.65M - $7.35M
|
598K
$34.3M
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-85.3K- 54.26% |
$4.71M - $5.21M
|
71.9K
$4.13M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-61.2K- 44.28% |
$3.38M - $3.73M
|
77K
$4.41M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-54.8K- 68.68% |
$3.03M - $3.34M
|
25K
$1.43M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-48.2K- 40.06% |
$2.66M - $2.94M
|
72.1K
$4.13M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.2K- 2.86% |
$1.78M - $1.97M
|
1.09M
$62.8M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-25K- 6.9% |
$1.38M - $1.53M
|
337K
$19.4M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.1K- 5.05% |
$1.33M - $1.47M
|
454K
$26M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.8K- 18.13% |
$928K - $1.02M
|
75.8K
$4.35M
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-14.6K- 16.13% |
$807K - $891K
|
75.9K
$4.36M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.6K- 2.53% |
$750K - $828K
|
523K
$30M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 6.51% |
$711K - $785K
|
185K
$10.6M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.76K- 6.09% |
$484K - $535K
|
135K
$7.75M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.27K- 43.59% |
$401K - $443K
|
9.4K
$539K
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-4.08K- 19.0% |
$225K - $249K
|
17.4K
$997K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.67K- 7.14% |
$202K - $224K
|
47.6K
$2.73M
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.59K- 5.0% |
$198K - $219K
|
68.2K
$3.91M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.55K- 5.28% |
$141K - $156K
|
45.7K
$2.62M
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.34K- 9.64% |
$129K - $143K
|
21.9K
$1.26M
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.48K- 15.58% |
$82K - $90.6K
|
8.04K
$461K
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.42K- 2.99% |
$78.7K - $86.9K
|
46.2K
$2.65M
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.09K- 5.35% |
$60.2K - $66.5K
|
19.3K
$1.11M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.03K- 1.31% |
$56.9K - $62.9K
|
77.7K
$4.45M
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 12.38% |
$55.3K - $61K
|
7.08K
$406K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-891- 6.5% |
$49.2K - $54.4K
|
12.8K
$735K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-781- 2.13% |
$43.2K - $47.7K
|
35.9K
$2.06M
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-740- 1.63% |
$40.9K - $45.2K
|
44.7K
$2.57M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-639- 11.31% |
$35.3K - $39K
|
5.01K
$287K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-553- 12.53% |
$30.6K - $33.7K
|
3.86K
$222K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-502- 9.01% |
$27.7K - $30.6K
|
5.07K
$291K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-471- 1.64% |
$26K - $28.7K
|
28.3K
$1.62M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-427- 15.22% |
$23.6K - $26.1K
|
2.38K
$136K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-363- 4.8% |
$20.1K - $22.2K
|
7.21K
$413K
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-312- 2.13% |
$17.2K - $19K
|
14.3K
$821K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-301- 0.77% |
$16.6K - $18.4K
|
38.6K
$2.21M
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-250- 2.93% |
$13.8K - $15.3K
|
8.29K
$476K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-247- 6.93% |
$13.6K - $15.1K
|
3.32K
$190K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-214- 2.16% |
$11.8K - $13.1K
|
9.69K
$556K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-177- 21.33% |
$9.78K - $10.8K
|
653
$37.5K
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-155- 2.65% |
$8.56K - $9.46K
|
5.71K
$327K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-144- 0.63% |
$7.96K - $8.79K
|
22.8K
$1.31M
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-113- 0.59% |
$6.24K - $6.9K
|
19.1K
$1.09M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-66- 1.04% |
$3.65K - $4.03K
|
6.25K
$359K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-57- 12.64% |
$3.15K - $3.48K
|
394
$22.6K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-27- 0.73% |
$1.49K - $1.65K
|
3.68K
$211K
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
SELL
|
- |
-9- 0.21% |
$497 - $549
|
4.37K
$250K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.02K- 5.66% |
$95.1K - $117K
|
33.7K
$1.93M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.63K- 9.04% |
$76.7K - $94.6K
|
16.4K
$942K
|