Latest Institutional Purchases of Wisdomtree U.S. Midcap Fund (EZM)
This list provides information on the latest institutional transactions involving Wisdomtree U.S. Midcap Fund (EZM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
678K+ 536.56% |
$41.5M - $46.2M
|
804K
$50.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
194KNew |
$11.9M - $13.2M
|
194K
$12.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
132KNew |
$8.07M - $8.99M
|
132K
$8.27M
|
|
|
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
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
56.9KNew |
$3.48M - $3.88M
|
56.9K
$3.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
42.1KNew |
$2.58M - $2.87M
|
42.1K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.6K+ 28.08% |
$2.06M - $2.29M
|
153K
$9.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
33.2K+ 6.44% |
$2.03M - $2.27M
|
549K
$34.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.2K+ 5.5% |
$1.6M - $1.78M
|
502K
$31.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
15.5K+ 9.58% |
$948K - $1.06M
|
177K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15K+ 7.84% |
$917K - $1.02M
|
206K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 38.14% |
$916K - $1.02M
|
54.2K
$3.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
13.6KNew |
$835K - $930K
|
13.6K
$856K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
10.8KNew |
$663K - $738K
|
10.8K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.87K+ 3.5% |
$604K - $673K
|
292K
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
8.32K+ 5.25% |
$509K - $567K
|
167K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.36K+ 16.51% |
$389K - $433K
|
44.9K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
6.32KNew |
$387K - $431K
|
6.32K
$396K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.31K+ 91.66% |
$386K - $430K
|
13.2K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
5.72KNew |
$350K - $390K
|
5.72K
$359K
|
|
|
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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.26K+ 5.36% |
$261K - $290K
|
83.7K
$5.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
4.12KNew |
$252K - $281K
|
4.12K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.78K+ 17.05% |
$232K - $258K
|
26K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.75KNew |
$230K - $256K
|
3.75K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.75KNew |
$230K - $256K
|
3.75K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.19K+ 12.73% |
$195K - $217K
|
28.2K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.57K+ 27.3% |
$157K - $175K
|
12K
$752K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.36K+ 461.96% |
$144K - $161K
|
2.87K
$180K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.2K+ 4.51% |
$135K - $150K
|
51.1K
$3.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.18K+ 2.98% |
$134K - $149K
|
75.5K
$4.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.1K+ 36.81% |
$129K - $143K
|
7.81K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.76K+ 5.66% |
$108K - $120K
|
32.8K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.24KNew |
$76K - $84.6K
|
1.24K
$77.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.24K+ 1.55% |
$75.6K - $84.2K
|
81.1K
$5.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.05KNew |
$64.3K - $71.6K
|
1.05K
$65.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
933+ 0.92% |
$57.1K - $63.6K
|
102K
$6.4M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
818+ 2.33% |
$50.1K - $55.8K
|
35.9K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
500+ 7.78% |
$30.6K - $34.1K
|
6.93K
$434K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
494+ 9.22% |
$30.2K - $33.7K
|
5.85K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
450+ 3.75% |
$27.5K - $30.7K
|
12.5K
$781K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
427New |
$26.1K - $29.1K
|
427
$26.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
394New |
$24.1K - $26.9K
|
394
$24.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
257New |
$15.7K - $17.5K
|
257
$16.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
215+ 2.82% |
$13.2K - $14.7K
|
7.83K
$491K
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
203+ 4.63% |
$12.4K - $13.8K
|
4.59K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 6.22% |
$9.18K - $10.2K
|
2.56K
$161K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
36+ 0.33% |
$2.2K - $2.45K
|
10.9K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
22+ 0.3% |
$1.35K - $1.5K
|
7.25K
$455K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
21+ 0.34% |
$1.29K - $1.43K
|
6.28K
$394K
|