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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-42.5K- 54.51% |
$2.2M - $2.63M
|
35.5K
$2.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.1K- 18.75% |
$992K - $1.18M
|
83K
$5.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-18.9K- 11.69% |
$979K - $1.17M
|
143K
$8.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-17.6K- 4.06% |
$913K - $1.09M
|
417K
$26.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-10.9K- 26.15% |
$563K - $672K
|
30.7K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10K- 15.24% |
$521K - $621K
|
55.9K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.07K- 7.92% |
$366K - $437K
|
82.2K
$5.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.13K- 6.96% |
$318K - $379K
|
82K
$5.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.55K- 1.78% |
$184K - $219K
|
195K
$12.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3K- 9.23% |
$155K - $185K
|
29.5K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.45K- 15.02% |
$127K - $151K
|
13.9K
$867K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.22K- 14.93% |
$115K - $137K
|
12.6K
$790K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.15K- 12.98% |
$111K - $133K
|
14.4K
$899K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.76K- 6.48% |
$91K - $109K
|
25.3K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 0.95% |
$86.7K - $103K
|
175K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.6K- 16.31% |
$82.6K - $98.6K
|
8.19K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.53K- 21.58% |
$79.1K - $94.4K
|
5.55K
$347K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.49K- 1.61% |
$77K - $91.8K
|
90.9K
$5.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.41K- 18.16% |
$72.8K - $86.9K
|
6.34K
$396K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.4K- 16.65% |
$72.5K - $86.4K
|
7K
$438K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.25K- 7.09% |
$64.5K - $76.9K
|
16.3K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.24K- 21.3% |
$64.3K - $76.7K
|
4.59K
$287K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-800- 4.93% |
$41.4K - $49.4K
|
15.4K
$964K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-726- 0.74% |
$37.6K - $44.9K
|
97.2K
$6.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-637- 1.56% |
$33K - $39.4K
|
40.1K
$2.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-631- 6.66% |
$32.7K - $39K
|
8.84K
$553K
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-623- 5.51% |
$32.3K - $38.5K
|
10.7K
$667K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-481- 1.87% |
$24.9K - $29.7K
|
25.3K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-292- 8.95% |
$15.1K - $18K
|
2.97K
$186K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-272- 3.74% |
$14.1K - $16.8K
|
7K
$437K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-270- 7.28% |
$14K - $16.7K
|
3.44K
$215K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-262- 51.27% |
$13.6K - $16.2K
|
249
$15.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-232- 2.33% |
$12K - $14.3K
|
9.74K
$609K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-230- 2.95% |
$11.9K - $14.2K
|
7.58K
$474K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-180- 1.49% |
$9.33K - $11.1K
|
11.9K
$742K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-174- 2.49% |
$9.01K - $10.8K
|
6.81K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-141- 1.44% |
$7.31K - $8.71K
|
9.62K
$601K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-121- 1.8% |
$6.27K - $7.48K
|
6.62K
$414K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-66- 11.11% |
$3.42K - $4.08K
|
528
$33K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-58- 0.86% |
$3K - $3.58K
|
6.7K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-44- 5.61% |
$2.28K - $2.72K
|
741
$46.3K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-36.9K- 41.07% |
$2.15M - $2.41M
|
53K
$3.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-2.55K- 41.7% |
$148K - $166K
|
3.56K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.19K- 1.95% |
$69.2K - $77.8K
|
59.9K
$3.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.05K- 50.0% |
$61K - $68.6K
|
1.05K
$65.6K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-450- 3.61% |
$26.1K - $29.4K
|
12K
$750K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-390- 4.84% |
$22.7K - $25.5K
|
7.68K
$480K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-245- 2.19% |
$14.2K - $16K
|
11K
$685K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-156- 3.57% |
$9.07K - $10.2K
|
4.21K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-130- 39.39% |
$7.55K - $8.49K
|
200
$12.5K
|
|