Purchases and Sales Made in Q3 2025 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
9K+ 12.69% |
$557K - $604K
|
80K
$5.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8.6K+ 129.32% |
$532K - $577K
|
15.3K
$995K
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
5.65K+ 14.66% |
$349K - $379K
|
44.2K
$2.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.23K+ 2.69% |
$323K - $351K
|
200K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.46K+ 5.52% |
$214K - $232K
|
66.1K
$4.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.08KNew |
$190K - $206K
|
3.08K
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.08K+ 2.25% |
$129K - $140K
|
94.7K
$6.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.11K+ 3.14% |
$68.8K - $74.6K
|
36.6K
$2.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
385+ 8.4% |
$23.8K - $25.8K
|
4.97K
$324K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
171+ 1.19% |
$10.6K - $11.5K
|
14.5K
$950K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
53+ 0.27% |
$3.28K - $3.55K
|
19.3K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 0.55% |
$2.47K - $2.68K
|
7.31K
$477K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
29+ 0.27% |
$1.79K - $1.95K
|
10.8K
$706K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
22+ 0.27% |
$1.36K - $1.48K
|
8.21K
$536K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22+ 0.35% |
$1.36K - $1.48K
|
6.35K
$415K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20New |
$1.24K - $1.34K
|
20
$1.31K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16+ 0.28% |
$989 - $1.07K
|
5.73K
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
12+ 0.34% |
$742 - $805
|
3.51K
$229K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
7+ 0.24% |
$433 - $469
|
2.89K
$188K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.06% |
$309 - $335
|
8.85K
$577K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-1- 0.02% |
$61.8 - $67.1
|
4.12K
$269K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-53- 0.11% |
$3.28K - $3.55K
|
46.4K
$3.03M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-75- 1.07% |
$4.64K - $5.03K
|
6.93K
$452K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80- 32.13% |
$4.95K - $5.37K
|
169
$11K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-148- 0.91% |
$9.15K - $9.93K
|
16.2K
$1.06M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-151- 2.26% |
$9.34K - $10.1K
|
6.54K
$427K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-218- 41.29% |
$13.5K - $14.6K
|
310
$20.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-300- 2.35% |
$18.5K - $20.1K
|
12.5K
$815K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-368- 1.45% |
$22.8K - $24.7K
|
24.9K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-437- 4.09% |
$27K - $29.3K
|
10.2K
$668K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-785- 1.96% |
$48.5K - $52.6K
|
39.4K
$2.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-943- 1.13% |
$58.3K - $63.2K
|
82.8K
$5.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2K- 73.56% |
$124K - $134K
|
719
$46.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.12K- 3.54% |
$131K - $142K
|
57.8K
$3.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-3.36K- 27.1% |
$208K - $225K
|
9.04K
$590K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.26K- 13.71% |
$449K - $487K
|
45.7K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-26.2K- 6.29% |
$1.62M - $1.76M
|
391K
$25.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40.1K- 56.87% |
$2.48M - $2.69M
|
30.4K
$1.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-99.1K- 14.88% |
$6.13M - $6.65M
|
567K
$37M
|