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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-14.1K- 15.0% |
$894K - $940K
|
80.1K
$5.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.37K- 5.19% |
$150K - $158K
|
43.3K
$2.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 7.65% |
$73.7K - $77.5K
|
14.1K
$911K
|
|
|
Jan 02, 2026
Q4 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-399- 3.69% |
$25.2K - $26.5K
|
10.4K
$674K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-273- 3.94% |
$17.3K - $18.1K
|
6.65K
$430K
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-191- 0.52% |
$12.1K - $12.7K
|
36.4K
$2.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-100- 2.91% |
$6.32K - $6.65K
|
3.34K
$216K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-74- 1.13% |
$4.68K - $4.92K
|
6.47K
$419K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-47- 1.5% |
$2.97K - $3.12K
|
3.09K
$200K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-32- 0.13% |
$2.02K - $2.13K
|
24.9K
$1.61M
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-51.4K- 7.73% |
$3.18M - $3.45M
|
614K
$39.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.1K- 21.82% |
$2.85M - $3.09M
|
165K
$10.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40.1K- 56.87% |
$2.48M - $2.69M
|
30.4K
$1.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.6K- 19.75% |
$1.89M - $2.05M
|
124K
$8.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-26.2K- 6.29% |
$1.62M - $1.76M
|
391K
$25.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.6K- 4.79% |
$1.58M - $1.72M
|
508K
$32.9M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.3K- 9.34% |
$1.01M - $1.09M
|
158K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.4K- 4.12% |
$831K - $902K
|
313K
$20.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.4K- 74.85% |
$707K - $767K
|
3.84K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5K- 25.5% |
$648K - $703K
|
30.6K
$1.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.69K- 5.16% |
$290K - $314K
|
86.2K
$5.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.12K- 3.54% |
$131K - $142K
|
57.8K
$3.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2K- 73.56% |
$124K - $134K
|
719
$46.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.94K- 2.33% |
$120K - $130K
|
81K
$5.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.71K- 1.2% |
$106K - $115K
|
141K
$9.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.61K- 1.66% |
$99.7K - $108K
|
95.6K
$6.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.47K- 5.19% |
$90.7K - $98.4K
|
26.8K
$1.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.26K- 17.86% |
$77.8K - $84.4K
|
5.78K
$374K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-943- 1.13% |
$58.3K - $63.2K
|
82.8K
$5.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-828- 13.43% |
$51.2K - $55.5K
|
5.34K
$345K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-785- 1.96% |
$48.5K - $52.6K
|
39.4K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-454- 2.4% |
$28.1K - $30.4K
|
18.4K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-437- 4.09% |
$27K - $29.3K
|
10.2K
$662K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-300- 4.41% |
$18.5K - $20.1K
|
6.51K
$421K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-300- 2.35% |
$18.5K - $20.1K
|
12.5K
$808K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-262- 1.32% |
$16.2K - $17.6K
|
19.6K
$1.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-218- 41.29% |
$13.5K - $14.6K
|
310
$20.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-198- 1.57% |
$12.2K - $13.3K
|
12.4K
$805K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-186- 2.88% |
$11.5K - $12.5K
|
6.28K
$406K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-148- 0.91% |
$9.15K - $9.93K
|
16.2K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-144- 0.47% |
$8.9K - $9.66K
|
30.6K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-131- 1.35% |
$8.1K - $8.79K
|
9.61K
$622K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-102- 16.83% |
$6.31K - $6.84K
|
504
$32.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-102- 1.47% |
$6.31K - $6.84K
|
6.83K
$442K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-94- 1.42% |
$5.81K - $6.3K
|
6.52K
$422K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80- 32.13% |
$4.95K - $5.37K
|
169
$10.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 0.55% |
$3.71K - $4.02K
|
10.9K
$705K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-53- 0.11% |
$3.28K - $3.55K
|
46.4K
$3M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 3.49% |
$3.03K - $3.29K
|
1.35K
$87.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-31- 1.04% |
$1.92K - $2.08K
|
2.94K
$190K
|
|