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 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-73.5KClosed |
$1.65M - $3.14M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-72.9KClosed |
$1.64M - $3.11M
|
0
$0
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-72.3KClosed |
$1.63M - $3.09M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-53KClosed |
$1.19M - $2.26M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-51.8KClosed |
$1.17M - $2.21M
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-18.4KClosed |
$414K - $786K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.5KClosed |
$280K - $532K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-11.7KClosed |
$264K - $500K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Covenant Asset Management, LLC
|
SELL
|
- |
-11.6KClosed |
$260K - $494K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-10.7KClosed |
$242K - $458K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.46KClosed |
$168K - $318K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Element Wealth, LLC
|
SELL
|
- |
-7.2KClosed |
$162K - $307K
|
0
$0
|
|
|
May 28, 2025
Q1 2020
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-6.38KClosed |
$144K - $272K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-5.99KClosed |
$135K - $255K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.66KClosed |
$127K - $241K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.83KClosed |
$109K - $206K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Busey Wealth Management
|
SELL
|
- |
-2.71KClosed |
$61.1K - $116K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.5KClosed |
$56.3K - $107K
|
0
$0
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-652Closed |
$14.7K - $27.8K
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-625- 55.26% |
$14.1K - $26.7K
|
506
$32.1K
|
|
|
May 08, 2020
Q1 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-560- 31.25% |
$12.6K - $23.9K
|
1.23K
$78.1K
|
|
|
Feb 11, 2021
Q1 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-485Closed |
$10.9K - $20.7K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-392KClosed |
$14.8M - $16.6M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.3KClosed |
$803K - $902K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-575- 50.0% |
$21.7K - $24.4K
|
575
$36.4K
|
|
|
Feb 13, 2020
Q4 2019
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-306Closed |
$11.6K - $13K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 06, 2019
Q3 2019
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-72.5KClosed |
$2.84M - $2.93M
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.18KClosed |
$203K - $209K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-234Closed |
$9.16K - $9.44K
|
0
$0
|
|
|
Oct 02, 2019
Q3 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-200Closed |
$7.83K - $8.07K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-6.53KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
M&T Bank Corp
|
SELL
|
- |
-5.1KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sageworth Trust CO
|
SELL
|
- |
-2.05KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.13KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-384Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Sep 07, 2021
Q1 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-394Closed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-390Closed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-385Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 12, 2019
Q4 2018
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-6.02KClosed |
N/A
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5.51KClosed |
N/A
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.02KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-4.92KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.75KClosed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-186Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-23.9KClosed |
N/A
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Lincoln National Corp
|
SELL
|
- |
-8.79KClosed |
N/A
|
0
$0
|
|
|
Oct 03, 2018
Q3 2018
|
Fulton Bank, N.A.
|
SELL
|
- |
-7.38KClosed |
N/A
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.58KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.57KClosed |
N/A
|
0
$0
|
|