Wisdomtree U.S. Midcap Fund EZM

EZM Quotes by TradingView
Institutional shares held 8.45 Million
0 calls
0 puts
Total value of holdings $501M
$0 calls
$0 puts
# of Institutions 162

Quarterly Institutional Activity in EZM

Shares Bought
Shares Sold
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Top Institutions Holding EZM

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Latest Institutional Activity in EZM

Top Purchases

Q1 2025
Janney Montgomery Scott LLC Shares Held: 64.1K ($3.8M)
13K Shares purchased
25.42% Added
Q1 2025
Breakwater Capital Group Shares Held: 89.2K ($5.29M)
8.13K Shares purchased
10.02% Added
Q1 2025
Revolve Wealth Partners, LLC Shares Held: 3.62K ($214K)
3.62K Shares purchased
New Holding
Q1 2025
New Square Capital LLC Shares Held: 36.6K ($2.17M)
738 Shares purchased
2.06% Added
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 9.47K ($562K)
545 Shares purchased
6.1% Added
View All Buyers

Top Sells

Q1 2025
Cathy Pareto & Associates, Inc Shares Held: 9.78K ($580K)
1.05K Shares sold
9.66% Reduced
Q1 2025
Pacific Sun Financial Corp Shares Held: 11K ($650K)
245 Shares sold
2.19% Reduced
Q1 2025
Vicus Capital Shares Held: 5.83K ($346K)
173 Shares sold
2.88% Reduced
Q1 2025
Mc Kinley Carter Wealth Services, Inc. Shares Held: 4.21K ($250K)
156 Shares sold
3.57% Reduced
Q1 2025
Investors Research Corp Shares Held: 6.75K ($401K)
84 Shares sold
1.23% Reduced
View All Sellers

About EZM

EZM Chart by TradingView
EZM Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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