Latest Institutional Sells of Wisdomtree U.S. Midcap Fund (EZM)

EZM Quotes by TradingView

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
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-59
Closed
$3.1K - $3.36K
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Northern Trust Corp

Chicago, IL
SELL
 -
-7K
Closed
$349K - $380K
0 $0
Q2 2021
Aug 19, 2021 Q2 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-17.9K
Closed
$911K - $974K
0 $0
Aug 02, 2021 Q2 2021
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
SELL
 -
-7.63K
Closed
$389K - $416K
0 $0
Aug 16, 2021 Q2 2021
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-5.02K
Closed
$256K - $274K
0 $0
Aug 03, 2021 Q2 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-4.35K
Closed
$222K - $237K
0 $0
Aug 05, 2021 Q2 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-1.45K
Closed
$74K - $79.1K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-1.03K
Closed
$52.7K - $56.3K
0 $0
Jul 27, 2021 Q2 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-612
Closed
$31.2K - $33.3K
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-450
Closed
$22.9K - $24.5K
0 $0
Q1 2021
May 13, 2021 Q1 2021
Townsend Asset Management Corp

SELL
 -
-17.9K
Closed
$765K - $934K
0 $0
Apr 21, 2021 Q1 2021
Bokf, Na

Tulsa, OK
SELL
 -
-5.12K
Closed
$219K - $268K
0 $0
May 13, 2021 Q1 2021
Blair William & CO

Chicago, IL
SELL
 -
-798
- 51.06%
$34.1K - $41.7K
765 $51.3K
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-710
Closed
$30.4K - $37.1K
0 $0
May 13, 2021 Q1 2021
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-653
Closed
$27.9K - $34.1K
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-301
Closed
$12.9K - $15.7K
0 $0
May 14, 2021 Q1 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-110
Closed
$4.71K - $5.75K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-53
Closed
$2.27K - $2.77K
0 $0
Q4 2020
Feb 17, 2021 Q4 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-7.4K
Closed
$256K - $323K
0 $0
Feb 11, 2021 Q4 2020
Valeo Financial Advisors, LLC

SELL
 -
-2.47K
Closed
$85.3K - $108K
0 $0
Feb 13, 2024 Q4 2020
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-165
Closed
$5.7K - $7.2K
0 $0
Jan 20, 2021 Q4 2020
Bartlett & Co. LLC

SELL
 -
-165
Closed
$5.7K - $7.2K
0 $0
Jan 26, 2021 Q4 2020
Allworth Financial LP

SELL
 -
-82
Closed
$2.83K - $3.58K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Oppenheimer & CO Inc

New York, NY
SELL
 -
-18.2K
Closed
$569K - $662K
0 $0
Oct 28, 2020 Q3 2020
Xr Securities LLC

SELL
 -
-16.2K
Closed
$505K - $587K
0 $0
Oct 09, 2020 Q3 2020
Intelligence Driven Advisers, LLC

SELL
 -
-10.4K
Closed
$325K - $378K
0 $0
Nov 04, 2020 Q3 2020
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-6.18K
Closed
$193K - $225K
0 $0
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-1.35K
Closed
$42K - $48.9K
0 $0
Q2 2020
Jul 20, 2020 Q2 2020
Family Legacy, Inc.

SELL
 -
-50.9K
Closed
$1.23M - $1.89M
0 $0
Aug 14, 2020 Q2 2020
Pinnacle Associates LTD

SELL
 -
-18.6K
Closed
$449K - $689K
0 $0
Aug 14, 2020 Q2 2020
Two Sigma Securities, LLC

New York, NY
SELL
 -
-16.8K
Closed
$405K - $621K
0 $0
Aug 11, 2020 Q2 2020
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-16.8K
Closed
$405K - $621K
0 $0
Aug 13, 2020 Q2 2020
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-13.6K
Closed
$328K - $504K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-2.32K
Closed
$56K - $85.9K
0 $0
Jul 23, 2020 Q2 2020
Creative Financial Designs Inc

SELL
 -
-1.62K
- 74.75%
$39.1K - $60K
547 $36.7K
Jul 29, 2020 Q2 2020
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-645
Closed
$15.6K - $23.9K
0 $0
Aug 04, 2020 Q2 2020
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-375
Closed
$9.05K - $13.9K
0 $0
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-3
Closed
$72.4 - $111
0 $0
Q1 2020
May 14, 2020 Q1 2020
Taiyo Life Insurance CO

SELL
 -
-880K
Closed
$19.8M - $37.6M
0 $0
Apr 28, 2020 Q1 2020
Orgel Wealth Management, LLC

SELL
 -
-158K
Closed
$3.56M - $6.76M
0 $0
May 07, 2020 Q1 2020
Ae Wealth Management LLC

SELL
 -
-111K
Closed
$2.51M - $4.76M
0 $0
May 14, 2020 Q1 2020
Marietta Wealth Management, LLC

SELL
 -
-110K
Closed
$2.48M - $4.7M
0 $0
Apr 14, 2020 Q1 2020
Optas, LLC

SELL
 -
-85.4K
Closed
$1.92M - $3.64M
0 $0
May 08, 2020 Q1 2020
Barber Financial Group, Inc.

SELL
 -
-73.5K
Closed
$1.65M - $3.14M
0 $0
Apr 23, 2020 Q1 2020
Stewardship Advisors, LLC

SELL
 -
-72.9K
Closed
$1.64M - $3.11M
0 $0
Jan 08, 2024 Q1 2020
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-72.3K
Closed
$1.63M - $3.09M
0 $0
May 15, 2020 Q1 2020
Sawtooth Solutions, LLC

SELL
 -
-53K
Closed
$1.19M - $2.26M
0 $0
Apr 16, 2020 Q1 2020
Surevest, LLC

Los Angeles, CA
SELL
 -
-51.8K
Closed
$1.17M - $2.21M
0 $0
Apr 14, 2020 Q1 2020
Quaker Wealth Management, LLC

SELL
 -
-18.4K
Closed
$414K - $786K
0 $0

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