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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-5.35K- 29.33% |
$328K - $365K
|
12.9K
$836K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.81K- 7.29% |
$294K - $328K
|
61.1K
$3.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.92K- 14.56% |
$118K - $131K
|
11.3K
$730K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.19K- 2.71% |
$72.6K - $80.9K
|
42.7K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 14.13% |
$61.2K - $68.2K
|
6.08K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-750- 11.11% |
$45.9K - $51.1K
|
6K
$389K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-292- 1.07% |
$17.9K - $19.9K
|
27.1K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-228- 2.75% |
$14K - $15.5K
|
8.07K
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-194- 3.97% |
$11.9K - $13.2K
|
4.69K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-50- 0.11% |
$3.06K - $3.41K
|
46.4K
$3M
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-193K- 65.9% |
$10.9M - $12M
|
99.6K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-54.4K- 52.64% |
$3.09M - $3.4M
|
49K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-19.9K- 3.99% |
$1.13M - $1.24M
|
478K
$31M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.5K- 3.37% |
$653K - $718K
|
330K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 27.35% |
$589K - $647K
|
27.5K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.87K- 7.66% |
$447K - $491K
|
94.9K
$6.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.75K- 5.23% |
$384K - $421K
|
122K
$7.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.83K- 15.79% |
$274K - $301K
|
25.7K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.66K- 13.03% |
$265K - $291K
|
31.1K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.55K- 0.39% |
$202K - $222K
|
898K
$58.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-3.17K- 31.24% |
$180K - $198K
|
6.98K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.14K- 9.42% |
$178K - $196K
|
30.2K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.11K- 7.47% |
$177K - $194K
|
38.5K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 1.58% |
$163K - $179K
|
179K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.85K- 12.02% |
$162K - $178K
|
20.8K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.29K- 13.65% |
$73.4K - $80.7K
|
8.17K
$529K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.22K- 2.24% |
$69K - $75.9K
|
53.1K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-743- 0.73% |
$42.2K - $46.4K
|
101K
$6.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-670- 17.18% |
$38.1K - $41.8K
|
3.23K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-638- 3.95% |
$36.3K - $39.8K
|
15.5K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-360- 7.58% |
$20.5K - $22.5K
|
4.39K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-322- 8.02% |
$18.3K - $20.1K
|
3.69K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-311- 4.32% |
$17.7K - $19.4K
|
6.88K
$446K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-268- 4.76% |
$15.2K - $16.7K
|
5.36K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-106- 0.66% |
$6.02K - $6.62K
|
16K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-100- 1.3% |
$5.68K - $6.24K
|
7.61K
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-84- 1.64% |
$4.77K - $5.24K
|
5.05K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22- 0.21% |
$1.25K - $1.37K
|
10.4K
$672K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.18% |
$227 - $250
|
2.17K
$140K
|
|
| Q2 2024 | |||||||
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-3.43K- 22.15% |
$194K - $208K
|
12K
$780K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.33K- 21.77% |
$188K - $202K
|
12K
$775K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.2K- 25.5% |
$124K - $133K
|
6.43K
$416K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.13K- 22.64% |
$120K - $129K
|
7.27K
$471K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.65K- 8.55% |
$93.2K - $99.9K
|
17.6K
$1.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.2K- 3.56% |
$67.9K - $72.7K
|
32.5K
$2.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.04K- 20.84% |
$59.1K - $63.3K
|
3.97K
$257K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 3.18% |
$11.3K - $12.1K
|
6.08K
$394K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-122- 8.0% |
$6.9K - $7.39K
|
1.4K
$90.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 1.06% |
$6.79K - $7.27K
|
11.2K
$726K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 0.23% |
$1.64K - $1.76K
|
12.8K
$829K
|
|