Purchases and Sales Made in Q1 2025 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. MIDCAP FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.13K+ 10.02% |
$472K - $531K
|
89.2K
$5.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
289New |
$16.8K - $18.9K
|
289
$17.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
25+ 0.23% |
$1.45K - $1.63K
|
10.8K
$638K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-84- 1.23% |
$4.88K - $5.48K
|
6.75K
$401K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.05K- 9.66% |
$60.8K - $68.3K
|
9.78K
$580K
|