Purchases and Sales Made in Q2 2021 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 Q2 2021. 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
Sep 13, 2021 Q2 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
527K
New
$26.9M - $28.7M
527K $33.1M
Jul 29, 2021 Q2 2021
Ieq Capital, LLC

BUY
 -
190K
New
$9.68M - $10.3M
190K $11.9M
Aug 11, 2021 Q2 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
55.6K
+ 242.56%
$2.83M - $3.03M
78.5K $4.93M
Aug 12, 2021 Q2 2021
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
45.2K
+ 20.03%
$2.3M - $2.46M
271K $17M
Aug 11, 2021 Q2 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
38.6K
+ 9.84%
$1.97M - $2.1M
430K $27M
Aug 16, 2021 Q2 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
35.7K
New
$1.82M - $1.94M
35.7K $2.24M
Aug 11, 2021 Q2 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
31K
+ 437.93%
$1.58M - $1.69M
38.1K $2.39M
Jul 28, 2021 Q2 2021
Davenport & CO LLC

BUY
 -
30.6K
+ 16.6%
$1.56M - $1.67M
215K $13.5M
Aug 13, 2021 Q2 2021
Ubs Group Ag

BUY
 -
30.4K
+ 5.17%
$1.55M - $1.65M
618K $38.8M
Aug 16, 2021 Q2 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
22.2K
New
$1.13M - $1.21M
22.2K $1.39M
Aug 24, 2021 Q2 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
19K
+ 275.6%
$967K - $1.03M
25.9K $1.62M
Aug 16, 2021 Q2 2021
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
13K
+ 543.83%
$663K - $709K
15.4K $967K
Aug 13, 2021 Q2 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
9.94K
+ 8.22%
$507K - $542K
131K $8.22M
Aug 13, 2021 Q2 2021
Northern Trust Corp

Chicago, IL
BUY
 -
7K
New
$357K - $381K
7K $440K
Aug 16, 2021 Q2 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
6.76K
+ 47.25%
$344K - $368K
21.1K $1.32M
Aug 12, 2021 Q2 2021
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
5.65K
+ 87.17%
$288K - $308K
12.1K $762K
Aug 10, 2021 Q2 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.46K
+ 3.27%
$279K - $298K
173K $10.8M
Aug 16, 2021 Q2 2021
Jane Street Group, LLC

New York, NY
BUY
 -
5.34K
New
$272K - $291K
5.34K $335K
Aug 13, 2021 Q2 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.67K
New
$238K - $254K
4.67K $293K
Aug 17, 2021 Q2 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
4.26K
New
$217K - $232K
4.26K $268K
Aug 11, 2021 Q2 2021
Synovus Financial Corp

Columbus, GA
BUY
 -
4.2K
+ 35.23%
$214K - $229K
16.1K $1.01M
Jul 07, 2021 Q2 2021
Private Trust CO Na

BUY
 -
3.92K
New
$200K - $213K
3.92K $246K
Aug 04, 2021 Q2 2021
Clearwater Capital Advisors, LLC

BUY
 -
3.73K
+ 2.67%
$190K - $203K
143K $9M
Jul 22, 2021 Q2 2021
Better Money Decisions, LLC

BUY
 -
3.14K
New
$160K - $171K
3.14K $197K
Aug 02, 2021 Q2 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.89K
+ 3.94%
$147K - $158K
76.3K $4.79M
Aug 11, 2021 Q2 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.76K
+ 16.44%
$89.8K - $96K
12.5K $783K
Aug 13, 2021 Q2 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.76K
+ 16.39%
$89.5K - $95.7K
12.5K $783K
Jul 19, 2021 Q2 2021
Stratos Wealth Partners, Ltd.

BUY
 -
1.73K
+ 12.79%
$88.4K - $94.5K
15.3K $960K
Jul 26, 2021 Q2 2021
Consolidated Planning Corp

Atlanta, GA
BUY
 -
1.68K
+ 1.84%
$85.7K - $91.7K
93.3K $5.86M
Aug 09, 2021 Q2 2021
Meeder Asset Management Inc

BUY
 -
1.01K
+ 11.29%
$51.4K - $55K
9.94K $625K
Jul 13, 2021 Q2 2021
Cva Family Office, LLC

BUY
 -
935
+ 65.52%
$47.7K - $50.9K
2.36K $148K
Jul 28, 2021 Q2 2021
New Square Capital LLC

BUY
 -
845
+ 9.65%
$43.1K - $46K
9.6K $603K
Aug 13, 2021 Q2 2021
Northwestern Mutual Wealth Management CO

BUY
 -
513
+ 6.56%
$26.1K - $28K
8.33K $523K
Aug 13, 2021 Q2 2021
Barclays PLC

London, X0
BUY
 -
358
New
$18.2K - $19.5K
358 $22.5K
Jul 30, 2021 Q2 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
354
+ 13.29%
$18K - $19.3K
3.02K $189K
Aug 10, 2021 Q2 2021
Harvest Investment Services, LLC

BUY
 -
329
+ 2.52%
$16.8K - $17.9K
13.4K $841K
Aug 13, 2021 Q2 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
303
New
$15.4K - $16.5K
303 $19K
Aug 11, 2021 Q2 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
198
+ 0.83%
$10.1K - $10.8K
24.2K $1.52M
Aug 09, 2021 Q2 2021
Cornerstone Wealth Management, LLC

BUY
 -
164
+ 2.84%
$8.36K - $8.94K
5.93K $373K
Jul 26, 2021 Q2 2021
Spire Wealth Management

BUY
 -
125
New
$6.37K - $6.81K
125 $7.85K
Aug 13, 2021 Q2 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
92
+ 0.94%
$4.69K - $5.01K
9.93K $624K
Aug 17, 2021 Q2 2021
Castleview Partners, LLC

Dallas, TX
BUY
 -
43
New
$2.19K - $2.34K
43 $2.7K
Aug 06, 2021 Q2 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
41
+ 0.02%
$2.09K - $2.23K
167K $10.5M
Jul 02, 2021 Q2 2021
Lbj Family Wealth Advisors, Ltd.

BUY
 -
31
+ 0.3%
$1.58K - $1.69K
10.5K $659K
Jul 21, 2021 Q2 2021
Centric Wealth Management

BUY
 -
26
+ 0.27%
$1.33K - $1.42K
9.76K $613K
Jul 23, 2021 Q2 2021
Central Trust CO

Jefferson City, MO
BUY
 -
22
New
$1.12K - $1.2K
22 $1.38K
Aug 03, 2021 Q2 2021
Montag A & Associates Inc

Atlanta, GA
BUY
 -
9
+ 0.3%
$459 - $490
3.05K $192K
Aug 10, 2021 Q2 2021
Centaurus Financial, Inc.

BUY
 -
7
+ 0.28%
$357 - $381
2.5K $157K
Jul 26, 2021 Q2 2021
Ellis Investment Partners, LLC

BUY
 -
6
+ 0.3%
$306 - $327
2K $125K

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