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 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.47K+ 5.4% |
$368K - $404K
|
126K
$7.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.22K- 2.24% |
$69K - $75.9K
|
53.1K
$3.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.75K- 5.23% |
$384K - $421K
|
122K
$7.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
18+ 0.29% |
$1.02K - $1.12K
|
6.26K
$386K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9+ 0.28% |
$511 - $562
|
3.2K
$197K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
15+ 0.04% |
$852 - $937
|
35.1K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.3% |
$56.8 - $62.4
|
330
$20.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
8.92K+ 5.84% |
$507K - $557K
|
162K
$9.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-268- 4.76% |
$15.2K - $16.7K
|
5.36K
$331K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
48.9KNew |
$2.78M - $3.05M
|
48.9K
$3.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.29% |
$56.8 - $62.4
|
346
$21.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11+ 0.28% |
$625 - $687
|
4K
$247K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.2K+ 60.16% |
$2.45M - $2.69M
|
115K
$7.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.23KNew |
$184K - $202K
|
3.23K
$199K
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-81- 0.11% |
$4.6K - $5.06K
|
73.3K
$4.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-31- 0.07% |
$1.76K - $1.94K
|
43.8K
$2.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
330New |
$18.8K - $20.6K
|
330
$20.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
24.5K+ 4.98% |
$1.39M - $1.53M
|
516K
$31.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
11.1KNew |
$630K - $692K
|
11.1K
$684K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-4.53K- 19.88% |
$257K - $283K
|
18.3K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.04K+ 14.21% |
$59.3K - $65.1K
|
8.38K
$517K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
558+ 2.58% |
$31.7K - $34.8K
|
22.2K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 6.05% |
$620K - $681K
|
191K
$11.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-254- 3.63% |
$14.4K - $15.9K
|
6.75K
$416K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-927- 3.28% |
$52.7K - $57.9K
|
27.4K
$1.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
538New |
$30.6K - $33.6K
|
538
$33.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.32KNew |
$189K - $207K
|
3.32K
$205K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.49K+ 6.76% |
$141K - $155K
|
39.3K
$2.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
702+ 2.77% |
$39.9K - $43.8K
|
26K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
32+ 0.3% |
$1.82K - $2K
|
10.8K
$668K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-193K- 65.9% |
$10.9M - $12M
|
99.6K
$6.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.84K- 2.72% |
$105K - $115K
|
65.9K
$4.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
257+ 0.56% |
$14.6K - $16K
|
46.4K
$2.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.45KNew |
$196K - $215K
|
3.45K
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.18% |
$227 - $250
|
2.17K
$134K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-24- 0.49% |
$1.36K - $1.5K
|
4.88K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.38KNew |
$192K - $211K
|
3.38K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.35% |
$56.8 - $62.4
|
289
$17.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-459- 3.36% |
$26.1K - $28.7K
|
13.2K
$814K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-21.3K- 45.92% |
$1.21M - $1.33M
|
25K
$1.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.72K+ 9.18% |
$382K - $419K
|
79.9K
$4.93M
|
|
| Q2 2024 | |||||||
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-3.43K- 22.15% |
$194K - $208K
|
12K
$743K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.2K- 3.56% |
$67.9K - $72.7K
|
32.5K
$2.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25- 0.22% |
$1.41K - $1.52K
|
11.3K
$698K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.98K+ 100.0% |
$395K - $423K
|
14K
$861K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100New |
$5.66K - $6.06K
|
100
$6.17K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.13K- 22.64% |
$120K - $129K
|
7.27K
$449K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.19KNew |
$237K - $254K
|
4.19K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
211New |
$11.9K - $12.8K
|
211
$13K
|
|