Purchases and Sales Made in Q4 2024 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q4 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. MIDCAP FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.34% |
$673 - $750
|
3.21K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4+ 0.11% |
$245 - $273
|
3.7K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.61% |
$122 - $136
|
332
$20.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.02% |
$122 - $136
|
9.97K
$625K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.09% |
$61.2 - $68.2
|
1.07K
$66.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.01% |
$61.2 - $68.2
|
7.24K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10- 0.26% |
$612 - $682
|
3.79K
$237K
|
|
|
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
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-50- 0.11% |
$3.06K - $3.41K
|
46.4K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-55- 6.55% |
$3.37K - $3.75K
|
785
$49.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-79- 2.33% |
$4.84K - $5.39K
|
3.31K
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-141- 2.02% |
$8.63K - $9.61K
|
6.84K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-183- 1.18% |
$11.2K - $12.5K
|
15.3K
$961K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-194- 3.97% |
$11.9K - $13.2K
|
4.69K
$294K
|
|
|
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 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-228- 2.75% |
$14K - $15.5K
|
8.07K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-230- 2.81% |
$14.1K - $15.7K
|
7.94K
$498K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-292- 1.07% |
$17.9K - $19.9K
|
27.1K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-473- 1.57% |
$29K - $32.3K
|
29.7K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-611- 5.4% |
$37.4K - $41.7K
|
10.7K
$670K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-668- 1.26% |
$40.9K - $45.6K
|
52.4K
$3.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-750- 11.11% |
$45.9K - $51.1K
|
6K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-865- 0.66% |
$52.9K - $59K
|
131K
$8.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-879- 8.47% |
$53.8K - $59.9K
|
9.5K
$595K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 14.13% |
$61.2K - $68.2K
|
6.08K
$381K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.19K- 2.71% |
$72.6K - $80.9K
|
42.7K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.21K- 1.42% |
$73.9K - $82.3K
|
83.7K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.35K- 8.44% |
$82.6K - $92.1K
|
14.7K
$918K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 0.78% |
$85.2K - $94.9K
|
178K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.57K- 72.6% |
$96.3K - $107K
|
594
$37.2K
|
|
|
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 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.92K- 14.56% |
$118K - $131K
|
11.3K
$706K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.57K- 11.42% |
$157K - $175K
|
19.9K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.48K- 3.67% |
$274K - $306K
|
118K
$7.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.81K- 7.29% |
$294K - $328K
|
61.1K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.04K- 18.3% |
$308K - $343K
|
22.5K
$1.41M
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.95K- 12.15% |
$364K - $406K
|
43K
$2.7M
|
|
|
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
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.45K- 6.48% |
$456K - $508K
|
107K
$6.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18K- 5.46% |
$1.1M - $1.23M
|
312K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.7K- 20.77% |
$1.21M - $1.34M
|
75.2K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.7K- 84.22% |
$1.33M - $1.48M
|
4.06K
$255K
|
|
|
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
|
Ubs Group Ag
|
SELL
|
- |
-91.9K- 10.23% |
$5.63M - $6.27M
|
807K
$50.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-113K- 18.69% |
$6.92M - $7.71M
|
492K
$30.8M
|