Purchases and Sales Made in Q4 2025 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
52.3K+ 9.23% |
$3.31M - $3.48M
|
620K
$40.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
43.3KNew |
$2.74M - $2.88M
|
43.3K
$2.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
4.86K+ 11.0% |
$307K - $323K
|
49K
$3.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.7KNew |
$297K - $312K
|
4.7K
$304K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.05K+ 29.52% |
$66.6K - $70K
|
4.62K
$299K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
289New |
$18.3K - $19.2K
|
289
$18.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
76+ 0.39% |
$4.81K - $5.05K
|
19.4K
$1.26M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
68New |
$4.3K - $4.52K
|
68
$4.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
11+ 0.12% |
$696 - $731
|
9.05K
$585K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.06% |
$316 - $332
|
8.85K
$573K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.01% |
$63.2 - $66.5
|
7.31K
$473K
|
|
|
Jan 22, 2026
Q4 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-31- 0.75% |
$1.96K - $2.06K
|
4.09K
$264K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-32- 0.13% |
$2.02K - $2.13K
|
24.9K
$1.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-47- 1.5% |
$2.97K - $3.12K
|
3.09K
$200K
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-55- 0.67% |
$3.48K - $3.66K
|
8.15K
$527K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-74- 1.13% |
$4.68K - $4.92K
|
6.47K
$419K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-100- 2.91% |
$6.32K - $6.65K
|
3.34K
$216K
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-191- 0.52% |
$12.1K - $12.7K
|
36.4K
$2.36M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-273- 3.94% |
$17.3K - $18.1K
|
6.65K
$430K
|
|
|
Jan 02, 2026
Q4 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-399- 3.69% |
$25.2K - $26.5K
|
10.4K
$674K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-599- 2.36% |
$37.9K - $39.8K
|
24.7K
$1.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-650- 1.4% |
$41.1K - $43.2K
|
45.7K
$2.96M
|
|
|
Jan 23, 2026
Q4 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-969- 9.46% |
$61.3K - $64.4K
|
9.27K
$600K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 7.65% |
$73.7K - $77.5K
|
14.1K
$911K
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.37K- 5.19% |
$150K - $158K
|
43.3K
$2.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-6.08K- 19.9% |
$384K - $404K
|
24.5K
$1.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-14.1K- 15.0% |
$894K - $940K
|
80.1K
$5.18M
|
|