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 |
|---|---|---|---|---|---|---|---|
|
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
|
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 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-75- 1.07% |
$4.64K - $5.03K
|
6.93K
$448K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.4K+ 32.66% |
$693K - $827K
|
54.3K
$3.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3K- 9.23% |
$155K - $185K
|
29.5K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-44- 5.61% |
$2.28K - $2.72K
|
741
$47.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-230- 2.95% |
$11.9K - $14.2K
|
7.58K
$490K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.53K- 21.58% |
$79.1K - $94.4K
|
5.55K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
615+ 16.23% |
$31.9K - $38K
|
4.4K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
89New |
$4.61K - $5.5K
|
89
$5.76K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.54KNew |
$339K - $404K
|
6.54K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.09% |
$51.8 - $61.8
|
1.07K
$69.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20+ 0.12% |
$1.04K - $1.24K
|
17.2K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
652New |
$33.8K - $40.3K
|
652
$42.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.01KNew |
$52.2K - $62.3K
|
1.01K
$65.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-180- 1.49% |
$9.33K - $11.1K
|
11.9K
$768K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
457New |
$23.7K - $28.2K
|
457
$29.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.38KNew |
$175K - $209K
|
3.38K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
45+ 0.41% |
$2.33K - $2.78K
|
10.9K
$707K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$51.8 - $61.8
|
3.77K
$244K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-270- 7.28% |
$14K - $16.7K
|
3.44K
$223K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
457New |
$26.6K - $29.8K
|
457
$29.6K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.26KNew |
$480K - $539K
|
8.26K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.98KNew |
$231K - $260K
|
3.98K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
475+ 14.71% |
$27.6K - $31K
|
3.71K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.57K+ 112.56% |
$266K - $299K
|
8.63K
$559K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
141New |
$8.19K - $9.21K
|
141
$9.12K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-130- 39.39% |
$7.55K - $8.49K
|
200
$12.9K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-450- 3.61% |
$26.1K - $29.4K
|
12K
$776K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
3.61KNew |
$210K - $236K
|
3.61K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.31% |
$581 - $653
|
3.22K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-1- 0.2% |
$58.1 - $65.3
|
509
$32.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-2.55K- 41.7% |
$148K - $166K
|
3.56K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.05K- 50.0% |
$61K - $68.6K
|
1.05K
$67.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-390- 4.84% |
$22.7K - $25.5K
|
7.68K
$497K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-156- 3.57% |
$9.07K - $10.2K
|
4.21K
$272K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.62KNew |
$210K - $236K
|
3.62K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
289New |
$16.8K - $18.9K
|
289
$18.7K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.98K- 50.0% |
$427K - $476K
|
6.98K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.35K- 8.44% |
$82.6K - $92.1K
|
14.7K
$948K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 6.22% |
$9.18K - $10.2K
|
2.56K
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
5.72KNew |
$350K - $390K
|
5.72K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.61% |
$122 - $136
|
332
$21.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
494+ 9.22% |
$30.2K - $33.7K
|
5.85K
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-34- 79.07% |
$2.08K - $2.32K
|
9
$582
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
21+ 0.34% |
$1.29K - $1.43K
|
6.28K
$407K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
194KNew |
$11.9M - $13.2M
|
194K
$12.5M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 14.13% |
$61.2K - $68.2K
|
6.08K
$393K
|
|