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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44+ 1.25% |
$2.72K - $2.95K
|
3.57K
$231K
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
3.05K+ 11.51% |
$188K - $204K
|
29.5K
$1.91M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4K+ 4.86% |
$247K - $268K
|
86.2K
$5.58M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.3K- 9.34% |
$1.01M - $1.09M
|
158K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.44K+ 8.32% |
$151K - $163K
|
31.7K
$2.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.44% |
$61.8 - $67.1
|
226
$14.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
165+ 4.08% |
$10.2K - $11.1K
|
4.21K
$272K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
53+ 0.38% |
$3.28K - $3.55K
|
13.9K
$901K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.61K+ 2.85% |
$161K - $175K
|
94.3K
$6.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.69K- 5.16% |
$290K - $314K
|
86.2K
$5.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
901+ 86.47% |
$55.7K - $60.4K
|
1.94K
$126K
|
|
|
Nov 04, 2025
Q3 2025
|
Capital Management Corp
|
SELL
|
- |
-25- 0.53% |
$1.55K - $1.68K
|
4.69K
$303K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
23+ 0.33% |
$1.42K - $1.54K
|
7.02K
$454K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
12+ 0.34% |
$742 - $805
|
3.51K
$227K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-26.2K- 6.29% |
$1.62M - $1.76M
|
391K
$25.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-437- 4.09% |
$27K - $29.3K
|
10.2K
$662K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2K- 73.56% |
$124K - $134K
|
719
$46.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80- 32.13% |
$4.95K - $5.37K
|
169
$10.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16+ 0.28% |
$989 - $1.07K
|
5.73K
$371K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-785- 1.96% |
$48.5K - $52.6K
|
39.4K
$2.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
9K+ 12.69% |
$557K - $604K
|
80K
$5.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
5.65K+ 14.66% |
$349K - $379K
|
44.2K
$2.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 0.55% |
$2.47K - $2.68K
|
7.31K
$473K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.06% |
$309 - $335
|
8.85K
$572K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-943- 1.13% |
$58.3K - $63.2K
|
82.8K
$5.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.12K- 3.54% |
$131K - $142K
|
57.8K
$3.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.23K+ 2.69% |
$323K - $351K
|
200K
$12.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40.1K- 56.87% |
$2.48M - $2.69M
|
30.4K
$1.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
385+ 8.4% |
$23.8K - $25.8K
|
4.97K
$322K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-53- 0.11% |
$3.28K - $3.55K
|
46.4K
$3M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
22+ 0.27% |
$1.36K - $1.48K
|
8.21K
$531K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.46K+ 5.52% |
$214K - $232K
|
66.1K
$4.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-218- 41.29% |
$13.5K - $14.6K
|
310
$20.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8.6K+ 129.32% |
$532K - $577K
|
15.3K
$987K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22+ 0.35% |
$1.36K - $1.48K
|
6.35K
$411K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-368- 1.45% |
$22.8K - $24.7K
|
24.9K
$1.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-148- 0.91% |
$9.15K - $9.93K
|
16.2K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.11K+ 3.14% |
$68.8K - $74.6K
|
36.6K
$2.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-300- 2.35% |
$18.5K - $20.1K
|
12.5K
$808K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.08K+ 2.25% |
$129K - $140K
|
94.7K
$6.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20New |
$1.24K - $1.34K
|
20
$1.29K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-99.1K- 14.88% |
$6.13M - $6.65M
|
567K
$36.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
7+ 0.24% |
$433 - $469
|
2.89K
$187K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
171+ 1.19% |
$10.6K - $11.5K
|
14.5K
$941K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-1- 0.02% |
$61.8 - $67.1
|
4.12K
$266K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
53+ 0.27% |
$3.28K - $3.55K
|
19.3K
$1.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-3.36K- 27.1% |
$208K - $225K
|
9.04K
$585K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.08KNew |
$190K - $206K
|
3.08K
$199K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.26K- 13.71% |
$449K - $487K
|
45.7K
$2.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
29+ 0.27% |
$1.79K - $1.95K
|
10.8K
$700K
|
|