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 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.59KClosed |
$185K - $206K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.6KClosed |
$185K - $206K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.67K- 9.69% |
$189K - $210K
|
34.2K
$2.15M
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-3.92KClosed |
$202K - $224K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.14K- 0.45% |
$213K - $236K
|
907K
$57M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.49KClosed |
$231K - $256K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.12K- 2.32% |
$263K - $292K
|
215K
$13.5M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.13KClosed |
$264K - $294K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.3K- 12.72% |
$273K - $303K
|
36.4K
$2.28M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-5.85K- 6.6% |
$301K - $335K
|
82.8K
$5.2M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-6.51KClosed |
$335K - $372K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.79K- 29.69% |
$350K - $388K
|
16.1K
$1.01M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-10.4KClosed |
$538K - $597K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-11K- 36.24% |
$566K - $629K
|
19.3K
$1.22M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-11.1K- 9.21% |
$570K - $633K
|
109K
$6.86M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.5KClosed |
$591K - $656K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-11.8K- 2.5% |
$609K - $677K
|
462K
$29M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13K- 7.27% |
$671K - $745K
|
166K
$10.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-18K- 2.33% |
$929K - $1.03M
|
755K
$47.4M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.7K- 3.41% |
$1.17M - $1.3M
|
644K
$40.5M
|
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-39K- 10.99% |
$2.01M - $2.23M
|
316K
$19.8M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-53.8K- 69.74% |
$2.77M - $3.08M
|
23.4K
$1.47M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-231K- 98.13% |
$11.9M - $13.2M
|
4.41K
$277K
|