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 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25- 0.22% |
$1.41K - $1.52K
|
11.3K
$733K
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 12.38% |
$55.3K - $61K
|
7.08K
$459K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-250- 2.93% |
$13.8K - $15.3K
|
8.29K
$537K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-247- 6.93% |
$13.6K - $15.1K
|
3.32K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-155- 2.65% |
$8.56K - $9.46K
|
5.71K
$370K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-19- 44.19% |
$1.05K - $1.16K
|
24
$1.56K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.63K- 9.04% |
$76.7K - $94.6K
|
16.4K
$1.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-320- 5.43% |
$15K - $18.6K
|
5.58K
$362K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-162- 11.61% |
$7.62K - $9.39K
|
1.23K
$79.9K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-34.7K- 8.59% |
$1.73M - $1.92M
|
369K
$23.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.42K- 5.61% |
$420K - $467K
|
142K
$9.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 20.83% |
$1.25K - $1.39K
|
95
$6.16K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-657- 13.09% |
$31.1K - $34.8K
|
4.36K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 14.29% |
$47.3 - $52.9
|
6
$389
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.68K- 35.9% |
$79.1K - $93.7K
|
3K
$194K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-198- 4.42% |
$9.32K - $11K
|
4.28K
$277K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-168- 11.85% |
$7.91K - $9.37K
|
1.25K
$81K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-908- 12.31% |
$41.1K - $47.2K
|
6.47K
$419K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-315- 1.26% |
$14.3K - $16.4K
|
24.7K
$1.6M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.98KClosed |
$306K - $369K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.65K- 19.09% |
$72.4K - $87.3K
|
7K
$453K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9- 17.31% |
$395 - $476
|
43
$2.79K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-19.3KClosed |
$873K - $1.07M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-17.2KClosed |
$778K - $950K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11KClosed |
$495K - $604K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-10.2KClosed |
$460K - $561K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.94KClosed |
$223K - $272K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.5KClosed |
$203K - $248K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.44KClosed |
$201K - $245K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.35KClosed |
$196K - $239K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-3.99KClosed |
$180K - $220K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.52KClosed |
$114K - $139K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.88K- 16.24% |
$84.7K - $103K
|
9.67K
$627K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-930Closed |
$42K - $51.3K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-654Closed |
$29.5K - $36K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-540Closed |
$24.4K - $29.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-311Closed |
$14K - $17.1K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-172Closed |
$7.77K - $9.48K
|
0
$0
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-45- 50.0% |
$2.03K - $2.48K
|
45
$2.92K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-35Closed |
$1.58K - $1.93K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-10.4KClosed |
$538K - $597K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.13KClosed |
$264K - $294K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.49KClosed |
$231K - $256K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.6KClosed |
$185K - $206K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-200- 4.33% |
$10.3K - $11.4K
|
4.42K
$286K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-200Closed |
$10.3K - $11.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-15.2KClosed |
$798K - $865K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-834Closed |
$43.9K - $47.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-797Closed |
$41.9K - $45.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-383Closed |
$20.2K - $21.8K
|
0
$0
|
|