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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.01% |
$61.2 - $68.2
|
7.24K
$446K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.2K+ 46.89% |
$2.17M - $2.39M
|
120K
$7.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
202+ 3.27% |
$11.5K - $12.6K
|
6.39K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.29K- 13.65% |
$73.4K - $80.7K
|
8.17K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 1.58% |
$163K - $179K
|
179K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-743- 0.73% |
$42.2K - $46.4K
|
101K
$6.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-360- 7.58% |
$20.5K - $22.5K
|
4.39K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.12K+ 6.7% |
$63.4K - $69.6K
|
17.8K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.55K- 0.39% |
$202K - $222K
|
898K
$55.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-638- 3.95% |
$36.3K - $39.8K
|
15.5K
$958K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
563+ 203.25% |
$32K - $35.2K
|
840
$51.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
87.7KNew |
$4.98M - $5.48M
|
87.7K
$5.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-322- 8.02% |
$18.3K - $20.1K
|
3.69K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.96K+ 2.53% |
$111K - $122K
|
79.4K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.66K- 13.03% |
$265K - $291K
|
31.1K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-100- 1.3% |
$5.68K - $6.24K
|
7.61K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-670- 17.18% |
$38.1K - $41.8K
|
3.23K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.83K- 15.79% |
$274K - $301K
|
25.7K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.5K+ 345.95% |
$1.56M - $1.72M
|
35.4K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 27.35% |
$589K - $647K
|
27.5K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
17+ 0.24% |
$966 - $1.06K
|
7.23K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-54.4K- 52.64% |
$3.09M - $3.4M
|
49K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-106- 0.66% |
$6.02K - $6.62K
|
16K
$987K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.51K+ 1.09% |
$370K - $406K
|
605K
$37.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17K+ 3.71% |
$968K - $1.06M
|
476K
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.29KNew |
$73.2K - $80.4K
|
1.29K
$79.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.89K+ 7.45% |
$334K - $367K
|
84.9K
$5.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-19.9K- 3.99% |
$1.13M - $1.24M
|
478K
$29.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
169New |
$9.6K - $10.6K
|
169
$10.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.39KNew |
$193K - $212K
|
3.39K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.41KNew |
$194K - $213K
|
3.41K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-311- 4.32% |
$17.7K - $19.4K
|
6.88K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.02% |
$114 - $125
|
9.97K
$615K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.11K- 7.47% |
$177K - $194K
|
38.5K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
703+ 0.54% |
$40K - $43.9K
|
132K
$8.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.85K- 12.02% |
$162K - $178K
|
20.8K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.41K+ 1.22% |
$194K - $213K
|
282K
$17.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.87K- 7.66% |
$447K - $491K
|
94.9K
$5.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.5K- 3.37% |
$653K - $718K
|
330K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
125+ 1.34% |
$7.1K - $7.81K
|
9.43K
$582K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.14K- 9.42% |
$178K - $196K
|
30.2K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22- 0.21% |
$1.25K - $1.37K
|
10.4K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
103+ 0.62% |
$5.85K - $6.43K
|
16.6K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-3.17K- 31.24% |
$180K - $198K
|
6.98K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
249+ 1.12% |
$14.2K - $15.5K
|
22.5K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.44K+ 2.88% |
$252K - $277K
|
158K
$9.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-84- 1.64% |
$4.77K - $5.24K
|
5.05K
$312K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.31% |
$114 - $125
|
657
$40.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.29KNew |
$187K - $205K
|
3.29K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
305+ 7.35% |
$17.3K - $19K
|
4.46K
$275K
|
|