Purchases and Sales Made in Q1 2022 in Wisdomtree U.S. Midcap Fund (EZM)

EZM Quotes by TradingView

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
Apr 15, 2022 Q1 2022
Resolute Financial, LLC

BUY
 -
22
+ 0.22%
$1.13K - $1.26K
10.2K $639K
Apr 05, 2022 Q1 2022
Centric Wealth Management

BUY
 -
19
+ 0.22%
$979 - $1.09K
8.69K $545K
May 13, 2022 Q1 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
17
New
$876 - $972
17 $1.07K
Apr 20, 2022 Q1 2022
Psi Advisors, LLC

BUY
 -
13
+ 0.02%
$670 - $743
81.7K $5.13M
May 02, 2022 Q1 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
8
+ 0.26%
$412 - $457
3.09K $194K
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

BUY
 -
7
+ 0.28%
$361 - $400
2.52K $158K
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
6
+ 0.2%
$309 - $343
3.06K $192K
May 03, 2022 Q1 2022
Ellis Investment Partners, LLC

BUY
 -
5
+ 0.25%
$258 - $286
2.02K $127K
Apr 29, 2022 Q1 2022
Institute For Wealth Management, Llc.

BUY
 -
2
+ 0.01%
$103 - $114
13.7K $859K
Apr 21, 2022 Q1 2022
Strateg Iq Financial Group, LLC

BUY
 -
2
+ 0.01%
$103 - $114
19.7K $1.23M
May 06, 2022 Q1 2022
Retirement Group, LLC

BUY
 -
1
+ 0.19%
$51.5 - $57.2
520 $32.6K
May 03, 2022 Q1 2022
Harvest Investment Services, LLC

BUY
 -
1
+ 0.02%
$51.5 - $57.2
4.35K $273K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 27, 2022 Q1 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-1
- 0.01%
$51.5 - $57.2
7.03K $441K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-15
- 0.33%
$773 - $858
4.47K $280K
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-76
- 1.83%
$3.91K - $4.35K
4.07K $255K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

SELL
 -
-127
- 7.58%
$6.54K - $7.26K
1.55K $97.1K
May 16, 2022 Q1 2022
Price T Rowe Associates Inc

Baltimore, MD
SELL
 -
-132
- 0.63%
$6.8K - $7.55K
20.9K $1.31M
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

SELL
 -
-159
- 2.99%
$8.19K - $9.09K
5.16K $324K
Apr 21, 2022 Q1 2022
Cwm, LLC

SELL
 -
-180
- 37.5%
$9.27K - $10.3K
300 $18.8K
Apr 13, 2022 Q1 2022
Lbj Family Wealth Advisors, Ltd.

SELL
 -
-196
- 1.85%
$10.1K - $11.2K
10.4K $651K
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-198
- 8.39%
$10.2K - $11.3K
2.16K $136K
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-200
Closed
$10.3K - $11.4K
0 $0
May 16, 2022 Q1 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-200
- 4.33%
$10.3K - $11.4K
4.42K $277K
Apr 28, 2022 Q1 2022
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-204
- 0.32%
$10.5K - $11.7K
63.4K $3.98M
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-223
- 4.54%
$11.5K - $12.8K
4.69K $294K
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-250
- 10.82%
$12.9K - $14.3K
2.06K $129K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-255
Closed
$13.1K - $14.6K
0 $0
May 10, 2022 Q1 2022
Meeder Asset Management Inc

SELL
 -
-314
- 3.2%
$16.2K - $18K
9.51K $596K
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

SELL
 -
-316
- 1.07%
$16.3K - $18.1K
29.2K $1.83M
May 13, 2022 Q1 2022
Assetmark, Inc

SELL
 -
-333
- 89.04%
$17.1K - $19K
41 $2.57K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-344
- 3.6%
$17.7K - $19.7K
9.2K $577K
Apr 29, 2022 Q1 2022
Pinnacle Private Wealth, LLC

SELL
 -
-406
- 3.4%
$20.9K - $23.2K
11.5K $725K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-480
- 1.93%
$24.7K - $27.4K
24.3K $1.53M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-524
- 10.23%
$27K - $30K
4.6K $289K
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-570
- 1.51%
$29.4K - $32.6K
37.2K $2.34M
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-614
Closed
$31.6K - $35.1K
0 $0
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

SELL
 -
-616
- 5.74%
$31.7K - $35.2K
10.1K $635K
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-748
- 14.51%
$38.5K - $42.8K
4.41K $277K
Apr 13, 2022 Q1 2022
Investors Research Corp

SELL
 -
-806
- 3.08%
$41.5K - $46.1K
25.4K $1.59M
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-995
- 18.92%
$51.2K - $56.9K
4.26K $268K
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-1.35K
- 9.84%
$69.6K - $77.3K
12.4K $776K
May 12, 2022 Q1 2022
Citigroup Inc

SELL
 -
-1.48K
- 19.58%
$76.1K - $84.5K
6.07K $381K
Apr 19, 2022 Q1 2022
Culbertson A N & CO Inc

SELL
 -
-1.53K
- 2.91%
$78.9K - $87.6K
51K $3.2M
May 10, 2022 Q1 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-1.54K
- 68.74%
$79.3K - $88K
700 $43.9K
May 12, 2022 Q1 2022
Theory Financial LLC

Fort Collins, CO
SELL
 -
-1.86K
- 2.73%
$95.7K - $106K
66.4K $4.16M
Apr 28, 2022 Q1 2022
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-2.08K
- 31.89%
$107K - $119K
4.44K $279K
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-2.24K
- 16.16%
$115K - $128K
11.6K $729K
May 16, 2022 Q1 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-2.38K
- 98.22%
$122K - $136K
43 $2.7K

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