Latest Institutional Transactions on Wisdomtree U.S. Midcap Fund (EZM)
This table provides information on the latest institutional transactions involving Wisdomtree U.S. Midcap Fund (EZM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.98K- 50.0% |
$427K - $476K
|
6.98K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.87K+ 3.5% |
$604K - $673K
|
292K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-91.9K- 10.23% |
$5.63M - $6.27M
|
807K
$50.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-113K- 18.69% |
$6.92M - $7.71M
|
492K
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-183- 1.18% |
$11.2K - $12.5K
|
15.3K
$962K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.04K- 18.3% |
$308K - $343K
|
22.5K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.45K- 6.48% |
$456K - $508K
|
107K
$6.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-55- 6.55% |
$3.37K - $3.75K
|
785
$49.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
5.72KNew |
$350K - $390K
|
5.72K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
500+ 7.78% |
$30.6K - $34.1K
|
6.93K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.35K- 8.44% |
$82.6K - $92.1K
|
14.7K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.95K- 12.15% |
$364K - $406K
|
43K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
56.9KNew |
$3.48M - $3.88M
|
56.9K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.7K- 84.22% |
$1.33M - $1.48M
|
4.06K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 6.22% |
$9.18K - $10.2K
|
2.56K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4+ 0.11% |
$245 - $273
|
3.7K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.2K+ 5.5% |
$1.6M - $1.78M
|
502K
$31.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
89.9KNew |
$5.5M - $6.13M
|
89.9K
$5.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-611- 5.4% |
$37.4K - $41.7K
|
10.7K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.76K+ 5.66% |
$108K - $120K
|
32.8K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10- 0.26% |
$612 - $682
|
3.79K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.21K- 1.42% |
$73.9K - $82.3K
|
83.7K
$5.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
42.1KNew |
$2.58M - $2.87M
|
42.1K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
427New |
$26.1K - $29.1K
|
427
$26.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.62K- 9.14% |
$99.3K - $111K
|
16.1K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-230- 2.81% |
$14.1K - $15.7K
|
7.94K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18K- 5.46% |
$1.1M - $1.23M
|
312K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-34- 0.53% |
$2.08K - $2.32K
|
6.35K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
215+ 2.82% |
$13.2K - $14.7K
|
7.83K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.02% |
$122 - $136
|
9.97K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.7K- 20.77% |
$1.21M - $1.34M
|
75.2K
$4.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.6K+ 28.08% |
$2.06M - $2.29M
|
153K
$9.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.59K+ 599.35% |
$281K - $313K
|
5.35K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.57K- 11.42% |
$157K - $175K
|
19.9K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.26K+ 5.36% |
$261K - $290K
|
83.7K
$5.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
22+ 0.3% |
$1.35K - $1.5K
|
7.25K
$455K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-225- 0.26% |
$13.8K - $15.3K
|
87.5K
$5.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-865- 0.66% |
$52.9K - $59K
|
131K
$8.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.48K- 3.67% |
$274K - $306K
|
118K
$7.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-79- 2.33% |
$4.84K - $5.39K
|
3.31K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
678K+ 536.56% |
$41.5M - $46.2M
|
804K
$50.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-879- 8.47% |
$53.8K - $59.9K
|
9.5K
$596K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 38.14% |
$916K - $1.02M
|
54.2K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.36K+ 16.51% |
$389K - $433K
|
44.9K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.61% |
$122 - $136
|
332
$20.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
494+ 9.22% |
$30.2K - $33.7K
|
5.85K
$367K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
8.32K+ 5.25% |
$509K - $567K
|
167K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.57K+ 27.3% |
$157K - $175K
|
12K
$752K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 0.78% |
$85.2K - $94.9K
|
178K
$11.1M
|