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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
775K+ 396.51% |
$47.9M - $52M
|
970K
$62.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.6KNew |
$1.83M - $1.99M
|
29.6K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4K+ 27.48% |
$950K - $1.03M
|
71.3K
$4.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.6K+ 4.69% |
$900K - $976K
|
325K
$21M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
9K+ 12.69% |
$557K - $604K
|
80K
$5.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8.6K+ 129.32% |
$532K - $577K
|
15.3K
$987K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.34K+ 10.17% |
$516K - $559K
|
90.3K
$5.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
5.65K+ 14.66% |
$349K - $379K
|
44.2K
$2.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.23K+ 2.69% |
$323K - $351K
|
200K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.72KNew |
$292K - $317K
|
4.72K
$305K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4K+ 4.86% |
$247K - $268K
|
86.2K
$5.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.95K+ 0.86% |
$244K - $265K
|
463K
$29.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.47K+ 9.09% |
$215K - $233K
|
41.6K
$2.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.46K+ 5.52% |
$214K - $232K
|
66.1K
$4.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.22KNew |
$199K - $216K
|
3.22K
$208K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.15KNew |
$195K - $211K
|
3.15K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.13KNew |
$194K - $210K
|
3.13K
$203K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.08KNew |
$190K - $206K
|
3.08K
$199K
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
3.05K+ 11.51% |
$188K - $204K
|
29.5K
$1.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.04K+ 2.54% |
$188K - $204K
|
123K
$7.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.61K+ 2.85% |
$161K - $175K
|
94.3K
$6.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.44K+ 8.32% |
$151K - $163K
|
31.7K
$2.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.08K+ 2.25% |
$129K - $140K
|
94.7K
$6.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.99K+ 12.88% |
$123K - $133K
|
17.4K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
1.35K+ 3.42% |
$83.4K - $90.5K
|
40.8K
$2.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 0.64% |
$70.8K - $76.8K
|
180K
$11.6M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.11KNew |
$68.9K - $74.7K
|
1.11K
$72.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.11K+ 3.14% |
$68.8K - $74.6K
|
36.6K
$2.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
901+ 86.47% |
$55.7K - $60.4K
|
1.94K
$126K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
729+ 7.58% |
$45.1K - $48.9K
|
10.3K
$670K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
705+ 56.4% |
$43.6K - $47.3K
|
1.96K
$126K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
385+ 8.4% |
$23.8K - $25.8K
|
4.97K
$322K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
171+ 1.19% |
$10.6K - $11.5K
|
14.5K
$941K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
165+ 4.08% |
$10.2K - $11.1K
|
4.21K
$272K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
153New |
$9.46K - $10.3K
|
153
$9.9K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$6.18K - $6.71K
|
100
$6.47K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
53+ 0.38% |
$3.28K - $3.55K
|
13.9K
$901K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
53+ 0.27% |
$3.28K - $3.55K
|
19.3K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46+ 0.52% |
$2.84K - $3.09K
|
8.81K
$570K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
44+ 1.25% |
$2.72K - $2.95K
|
3.57K
$231K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 0.55% |
$2.47K - $2.68K
|
7.31K
$473K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
29+ 0.27% |
$1.79K - $1.95K
|
10.8K
$700K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
23+ 0.33% |
$1.42K - $1.54K
|
7.02K
$454K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
22+ 0.27% |
$1.36K - $1.48K
|
8.21K
$531K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22+ 0.35% |
$1.36K - $1.48K
|
6.35K
$411K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20New |
$1.24K - $1.34K
|
20
$1.29K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16+ 0.28% |
$989 - $1.07K
|
5.73K
$371K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
12+ 0.34% |
$742 - $805
|
3.51K
$227K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
8New |
$495 - $537
|
8
$518
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
7+ 0.24% |
$433 - $469
|
2.89K
$187K
|
|