Purchases and Sales Made in Q4 2025 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q4 2025. 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 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
52.3K+ 9.23% |
$3.31M - $3.48M
|
620K
$40.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
43.3KNew |
$2.74M - $2.88M
|
43.3K
$2.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
4.86K+ 11.0% |
$307K - $323K
|
49K
$3.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.7KNew |
$297K - $312K
|
4.7K
$304K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.05K+ 29.52% |
$66.6K - $70K
|
4.62K
$299K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
76+ 0.39% |
$4.81K - $5.05K
|
19.4K
$1.26M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
68New |
$4.3K - $4.52K
|
68
$4.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
11+ 0.12% |
$696 - $731
|
9.05K
$585K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.06% |
$316 - $332
|
8.85K
$573K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.01% |
$63.2 - $66.5
|
7.31K
$473K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-32- 0.13% |
$2.02K - $2.13K
|
24.9K
$1.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-47- 1.5% |
$2.97K - $3.12K
|
3.09K
$200K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-74- 1.13% |
$4.68K - $4.92K
|
6.47K
$419K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-100- 2.91% |
$6.32K - $6.65K
|
3.34K
$216K
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-191- 0.52% |
$12.1K - $12.7K
|
36.4K
$2.36M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-273- 3.94% |
$17.3K - $18.1K
|
6.65K
$430K
|
|
|
Jan 02, 2026
Q4 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-399- 3.69% |
$25.2K - $26.5K
|
10.4K
$674K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 7.65% |
$73.7K - $77.5K
|
14.1K
$911K
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.37K- 5.19% |
$150K - $158K
|
43.3K
$2.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-14.1K- 15.0% |
$894K - $940K
|
80.1K
$5.18M
|
|