Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-113K- 18.69% |
$6.92M - $7.71M
|
492K
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-91.9K- 10.23% |
$5.63M - $6.27M
|
807K
$50.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-29.6K- 6.19% |
$1.81M - $2.02M
|
449K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.7K- 84.22% |
$1.33M - $1.48M
|
4.06K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.7K- 20.77% |
$1.21M - $1.34M
|
75.2K
$4.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18K- 5.46% |
$1.1M - $1.23M
|
312K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.45K- 6.48% |
$456K - $508K
|
107K
$6.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.98K- 50.0% |
$427K - $476K
|
6.98K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.95K- 12.15% |
$364K - $406K
|
43K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-5.35K- 29.33% |
$328K - $365K
|
12.9K
$809K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.04K- 18.3% |
$308K - $343K
|
22.5K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.81K- 7.29% |
$294K - $328K
|
61.1K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.48K- 3.67% |
$274K - $306K
|
118K
$7.38M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.57K- 11.42% |
$157K - $175K
|
19.9K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.92K- 14.56% |
$118K - $131K
|
11.3K
$706K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.62K- 9.14% |
$99.3K - $111K
|
16.1K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.57K- 72.6% |
$96.3K - $107K
|
594
$37.2K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 0.78% |
$85.2K - $94.9K
|
178K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.35K- 8.44% |
$82.6K - $92.1K
|
14.7K
$919K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.21K- 1.42% |
$73.9K - $82.3K
|
83.7K
$5.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.19K- 2.71% |
$72.6K - $80.9K
|
42.7K
$2.67M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 14.13% |
$61.2K - $68.2K
|
6.08K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-879- 8.47% |
$53.8K - $59.9K
|
9.5K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-865- 0.66% |
$52.9K - $59K
|
131K
$8.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-750- 11.11% |
$45.9K - $51.1K
|
6K
$376K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-668- 1.26% |
$40.9K - $45.6K
|
52.4K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-611- 5.4% |
$37.4K - $41.7K
|
10.7K
$671K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-473- 1.57% |
$29K - $32.3K
|
29.7K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-292- 1.07% |
$17.9K - $19.9K
|
27.1K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-230- 2.81% |
$14.1K - $15.7K
|
7.94K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-228- 2.75% |
$14K - $15.5K
|
8.07K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-225- 0.26% |
$13.8K - $15.3K
|
87.5K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-194- 3.97% |
$11.9K - $13.2K
|
4.69K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-183- 1.18% |
$11.2K - $12.5K
|
15.3K
$962K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-141- 2.02% |
$8.63K - $9.61K
|
6.84K
$429K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-79- 2.33% |
$4.84K - $5.39K
|
3.31K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-55- 6.55% |
$3.37K - $3.75K
|
785
$49.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-50- 0.11% |
$3.06K - $3.41K
|
46.4K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-34- 0.53% |
$2.08K - $2.32K
|
6.35K
$398K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-34- 79.07% |
$2.08K - $2.32K
|
9
$564
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10- 0.26% |
$612 - $682
|
3.79K
$238K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-193K- 65.9% |
$10.9M - $12M
|
99.6K
$6.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.85K- 12.02% |
$162K - $178K
|
20.8K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-670- 17.18% |
$38.1K - $41.8K
|
3.23K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-360- 7.58% |
$20.5K - $22.5K
|
4.39K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-84- 1.64% |
$4.77K - $5.24K
|
5.05K
$317K
|
|
| Q2 2024 | |||||||
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-3.43K- 22.15% |
$194K - $208K
|
12K
$755K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.33K- 21.77% |
$188K - $202K
|
12K
$750K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.13K- 22.64% |
$120K - $129K
|
7.27K
$456K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.65K- 8.55% |
$93.2K - $99.9K
|
17.6K
$1.1M
|
|