Latest Institutional Purchases of Wisdomtree U.S. Midcap Fund (EZM)

EZM Quotes by TradingView

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 06, 2025 Q3 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1
+ 0.44%
$61.8 - $67.1
226 $14.6K
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 13, 2025 Q2 2025
Flow Traders U.S. LLC

New York, NY
BUY
 -
6.54K
New
$339K - $404K
6.54K $423K
Jul 25, 2025 Q2 2025
Astoria Portfolio Advisors Llc.

BUY
 -
3.38K
New
$175K - $209K
3.38K $218K
Aug 04, 2025 Q2 2025
Assetmark, Inc

BUY
 -
1.01K
New
$52.2K - $62.3K
1.01K $65.2K
Aug 08, 2025 Q2 2025
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
652
New
$33.8K - $40.3K
652 $42.2K
Aug 14, 2025 Q2 2025
Mariner, LLC

Overland Park, KS
BUY
 -
615
+ 16.23%
$31.9K - $38K
4.4K $285K
Aug 01, 2025 Q2 2025
Quaker Wealth Management, LLC

BUY
 -
457
New
$23.7K - $28.2K
457 $29.6K
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
89
New
$4.61K - $5.5K
89 $5.76K
Jul 24, 2025 Q2 2025
Aurora Private Wealth, Inc.

BUY
 -
45
+ 0.41%
$2.33K - $2.78K
10.9K $707K
Aug 13, 2025 Q2 2025
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1
+ 0.09%
$51.8 - $61.8
1.07K $69.1K
Jul 15, 2025 Q2 2025
Unified Investment Management

Atlanta, GA
BUY
 -
1
+ 0.03%
$51.8 - $61.8
3.77K $244K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 20, 2025 Q1 2025
Belpointe Asset Management LLC

BUY
 -
8.26K
New
$480K - $539K
8.26K $534K
May 14, 2025 Q1 2025
Jane Street Group, LLC

New York, NY
BUY
 -
4.57K
+ 112.56%
$266K - $299K
8.63K $559K
May 15, 2025 Q1 2025
Two Sigma Securities, LLC

New York, NY
BUY
 -
3.98K
New
$231K - $260K
3.98K $257K
Apr 14, 2025 Q1 2025
Revolve Wealth Partners, LLC

BUY
 -
3.62K
New
$210K - $236K
3.62K $234K
May 06, 2025 Q1 2025
Blue Chip Wealth Advisors LLC

Milton, GA
BUY
 -
3.61K
New
$210K - $236K
3.61K $234K
May 14, 2025 Q1 2025
Captrust Financial Advisors

Raleigh, NC
BUY
 -
475
+ 14.71%
$27.6K - $31K
3.71K $240K
May 29, 2025 Q1 2025
Quaker Wealth Management, LLC

BUY
 PUT
457
New
$26.6K - $29.8K
457 $29.6K
Apr 09, 2025 Q1 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
289
New
$16.8K - $18.9K
289 $18.7K
May 13, 2025 Q1 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
141
New
$8.19K - $9.21K
141 $9.12K
May 05, 2025 Q1 2025
Montag A & Associates Inc

Atlanta, GA
BUY
 -
10
+ 0.31%
$581 - $653
3.22K $208K
Q4 2024
Jan 27, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
194K
New
$11.9M - $13.2M
194K $12.5M
Feb 14, 2025 Q4 2024
Note Advisors, LLC

Buffalo, NY
BUY
 -
5.72K
New
$350K - $390K
5.72K $370K
Jan 14, 2025 Q4 2024
Tallon Kerry Patrick

Pittsford, NY
BUY
 -
3.75K
New
$230K - $256K
3.75K $243K
Feb 10, 2025 Q4 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
494
+ 9.22%
$30.2K - $33.7K
5.85K $379K
Feb 14, 2025 Q4 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
150
+ 6.22%
$9.18K - $10.2K
2.56K $166K
Feb 03, 2025 Q4 2024
Unionview, LLC

Seattle, WA
BUY
 -
21
+ 0.34%
$1.29K - $1.43K
6.28K $407K
Feb 10, 2025 Q4 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
2
+ 0.61%
$122 - $136
332 $21.5K
Q3 2024
Oct 24, 2024 Q3 2024
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
11.1K
New
$630K - $692K
11.1K $717K
Oct 16, 2024 Q3 2024
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
3.45K
New
$196K - $215K
3.45K $223K
Oct 21, 2024 Q3 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
3.32K
New
$189K - $207K
3.32K $215K
Nov 08, 2024 Q3 2024
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
3.29K
New
$187K - $205K
3.29K $213K
Oct 25, 2024 Q3 2024
Better Money Decisions, LLC

BUY
 -
3.23K
New
$184K - $202K
3.23K $209K
Nov 14, 2024 Q3 2024
Nbt Bank N A

BUY
 -
1.29K
New
$73.2K - $80.4K
1.29K $83.3K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
702
+ 2.77%
$39.9K - $43.8K
26K $1.69M
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
538
New
$30.6K - $33.6K
538 $34.8K
Nov 08, 2024 Q3 2024
Howard Wealth Management, LLC

Madison, CT
BUY
 -
305
+ 7.35%
$17.3K - $19K
4.46K $288K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
169
New
$9.6K - $10.6K
169 $10.9K
Oct 28, 2024 Q3 2024
Chicago Partners Investment Group LLC

BUY
 -
11
+ 0.28%
$625 - $687
4K $259K
Nov 08, 2024 Q3 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
2
+ 0.31%
$114 - $125
657 $42.5K
Feb 03, 2025 Q3 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1
+ 0.88%
$56.8 - $62.4
115 $7.44K
Q2 2024
Aug 12, 2024 Q2 2024
Ieq Capital, LLC

BUY
 -
12K
+ 6.21%
$679K - $727K
205K $13.3M
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
4.19K
New
$237K - $254K
4.19K $271K
Aug 12, 2024 Q2 2024
Hrt Financial LP

New York, NY
BUY
 -
3.93K
New
$222K - $238K
3.93K $254K
Dec 02, 2025 Q2 2024
Flagship Harbor Advisors, LLC

BUY
 -
2.09K
+ 8.26%
$118K - $127K
27.4K $1.78M
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
214
New
$12.1K - $13K
214 $13.8K
Aug 14, 2024 Q2 2024
New Republic Capital, LLC

Charlotte, NC
BUY
 -
211
New
$11.9K - $12.8K
211 $13.7K

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