Purchases and Sales Made in Q1 2022 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
231K+ 5246.01% |
$11.9M - $13.2M
|
236K
$14.8M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.2K+ 11.94% |
$3.67M - $4.07M
|
667K
$41.9M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
69.2K+ 13.41% |
$3.56M - $3.96M
|
585K
$36.7M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
29K+ 11.12% |
$1.49M - $1.66M
|
290K
$18.2M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
24.5KNew |
$1.26M - $1.4M
|
24.5K
$1.54M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.3K+ 3.3% |
$1.1M - $1.22M
|
667K
$41.9M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20.2KNew |
$1.04M - $1.15M
|
20.2K
$1.27M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.3K+ 15.36% |
$889K - $987K
|
130K
$8.14M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 14.54% |
$598K - $664K
|
91.4K
$5.74M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11KNew |
$564K - $627K
|
11K
$688K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.53KNew |
$439K - $487K
|
8.53K
$535K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.03K+ 6.99% |
$414K - $459K
|
123K
$7.73M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.58K+ 65.76% |
$390K - $433K
|
19.1K
$1.2M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.44K+ 15.88% |
$383K - $426K
|
54.3K
$3.41M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.07K+ 23.5% |
$364K - $404K
|
37.1K
$2.33M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.39K+ 7.61% |
$329K - $365K
|
90.3K
$5.67M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
6.13K+ 40.66% |
$316K - $351K
|
21.2K
$1.33M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
6.09K+ 0.88% |
$314K - $348K
|
698K
$43.9M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5.15K+ 563.28% |
$265K - $295K
|
6.07K
$381K
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.5KNew |
$232K - $257K
|
4.5K
$283K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.02K+ 2.42% |
$207K - $230K
|
170K
$10.7M
|
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3.61K+ 20.76% |
$186K - $206K
|
21K
$1.32M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2.95K+ 100.96% |
$152K - $168K
|
5.86K
$368K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.5K+ 351.62% |
$129K - $143K
|
3.21K
$202K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.19K+ 1.44% |
$113K - $125K
|
154K
$9.65M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.94K+ 1.29% |
$99.9K - $111K
|
152K
$9.57M
|
|
|
May 03, 2022
Q1 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.56K+ 1.48% |
$80.2K - $89.1K
|
107K
$6.71M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
930New |
$47.9K - $53.2K
|
930
$58.4K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
654New |
$33.7K - $37.4K
|
654
$41.1K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
586+ 4.97% |
$30.2K - $33.5K
|
12.4K
$777K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
540New |
$27.8K - $30.9K
|
540
$33.9K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
502+ 3.68% |
$25.9K - $28.7K
|
14.2K
$889K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
391+ 5.29% |
$20.1K - $22.4K
|
7.79K
$489K
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
385+ 1.46% |
$19.8K - $22K
|
26.8K
$1.68M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
311New |
$16K - $17.8K
|
311
$19.5K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
300+ 750.0% |
$15.5K - $17.2K
|
340
$21.4K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
286+ 23.08% |
$14.7K - $16.4K
|
1.53K
$95.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
282+ 5.92% |
$14.5K - $16.1K
|
5.05K
$317K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 12.14% |
$12.9K - $14.3K
|
2.31K
$145K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
176+ 5.54% |
$9.06K - $10.1K
|
3.35K
$211K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
172New |
$8.86K - $9.83K
|
172
$10.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
150New |
$7.73K - $8.58K
|
150
$9.42K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
116+ 1.35% |
$5.97K - $6.63K
|
8.72K
$548K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
97New |
$5K - $5.55K
|
97
$6.09K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
81New |
$4.17K - $4.63K
|
81
$5.09K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
64+ 1.31% |
$3.3K - $3.66K
|
4.94K
$310K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
48+ 0.32% |
$2.47K - $2.74K
|
15.2K
$955K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
31+ 0.27% |
$1.6K - $1.77K
|
11.7K
$737K
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
26+ 0.1% |
$1.34K - $1.49K
|
25K
$1.57M
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
23+ 0.22% |
$1.18K - $1.32K
|
10.3K
$644K
|