Purchases and Sales Made in Q4 2024 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
13.6KNew |
$835K - $930K
|
13.6K
$880K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.75KNew |
$230K - $256K
|
3.75K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.2K+ 4.51% |
$135K - $150K
|
51.1K
$3.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.18K+ 2.98% |
$134K - $149K
|
75.5K
$4.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.24K+ 1.55% |
$75.6K - $84.2K
|
81.1K
$5.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.01% |
$61.2 - $68.2
|
7.24K
$467K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.09% |
$61.2 - $68.2
|
1.07K
$68.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-50- 0.11% |
$3.06K - $3.41K
|
46.4K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-194- 3.97% |
$11.9K - $13.2K
|
4.69K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-228- 2.75% |
$14K - $15.5K
|
8.07K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-292- 1.07% |
$17.9K - $19.9K
|
27.1K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-5.35K- 29.33% |
$328K - $365K
|
12.9K
$832K
|