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
Jul 21, 2021 Q2 2021
Institute For Wealth Management, Llc.

BUY
 -
2
+ 0.01%
$102 - $109
13.7K $859K
Aug 17, 2021 Q2 2021
Retirement Group, LLC

BUY
 -
2
+ 0.39%
$102 - $109
515 $32.3K
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

BUY
 -
0
New
$0 - $0
0 $0
Jul 27, 2021 Q2 2021
Destiny Wealth Partners, LLC

SELL
 -
-4
Closed
$204 - $218
0 $0
Jul 06, 2021 Q2 2021
Advisor Net Financial, Inc

SELL
 -
-20
- 0.99%
$1.02K - $1.09K
2.01K $126K
Dec 19, 2023 Q2 2021
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-40
Closed
$2.04K - $2.18K
0 $0
Jul 12, 2021 Q2 2021
Gradient Investments LLC

SELL
 -
-48
Closed
$2.45K - $2.62K
0 $0
Aug 12, 2021 Q2 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-49
- 0.54%
$2.5K - $2.67K
8.94K $562K
Jul 27, 2021 Q2 2021
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-50
- 1.15%
$2.55K - $2.72K
4.31K $270K
Jul 19, 2021 Q2 2021
Sargent Bickham Lagudis LLC

SELL
 -
-185
Closed
$9.43K - $10.1K
0 $0
Aug 09, 2021 Q2 2021
First Horizon Advisors, Inc.

SELL
 -
-187
- 23.46%
$9.53K - $10.2K
610 $38.3K
Aug 03, 2021 Q2 2021
Strateg Iq Financial Group, LLC

SELL
 -
-198
- 0.93%
$10.1K - $10.8K
21.2K $1.33M
Aug 05, 2021 Q2 2021
Sargent Investment Group, LLC

SELL
 -
-200
- 2.3%
$10.2K - $10.9K
8.5K $534K
Aug 10, 2021 Q2 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-213
- 4.65%
$10.9K - $11.6K
4.36K $274K
Aug 16, 2021 Q2 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-225
- 5.54%
$11.5K - $12.3K
3.84K $241K
Jul 26, 2021 Q2 2021
Culbertson A N & CO Inc

SELL
 -
-300
- 0.6%
$15.3K - $16.3K
50K $3.14M
Aug 06, 2021 Q2 2021
Fifth Third Bancorp

SELL
 -
-323
Closed
$16.5K - $17.6K
0 $0
Jul 29, 2021 Q2 2021
Avantax Advisory Services, Inc.

SELL
 -
-380
- 7.68%
$19.4K - $20.7K
4.57K $287K
Aug 09, 2021 Q2 2021
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-419
- 8.38%
$21.4K - $22.8K
4.58K $288K
Jul 28, 2021 Q2 2021
Hc Financial Advisors Inc

SELL
 -
-446
- 2.8%
$22.7K - $24.3K
15.5K $972K
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-450
Closed
$22.9K - $24.5K
0 $0
Aug 12, 2021 Q2 2021
Oxler Private Wealth LLC

New York, NY
SELL
 -
-465
- 2.09%
$23.7K - $25.3K
21.8K $1.37M
Aug 13, 2021 Q2 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-499
- 5.9%
$25.4K - $27.2K
7.97K $500K
Jul 22, 2021 Q2 2021
Northwest Investment Counselors, LLC

SELL
 -
-512
Closed
$26.1K - $27.9K
0 $0
Jul 27, 2021 Q2 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-612
Closed
$31.2K - $33.3K
0 $0
Jul 28, 2021 Q2 2021
Arkadios Wealth Advisors

SELL
 -
-979
- 2.78%
$49.9K - $53.3K
34.2K $2.15M
Aug 10, 2021 Q2 2021
Vicus Capital

State College, PA
SELL
 -
-1.02K
- 6.62%
$51.9K - $55.5K
14.4K $903K
Jul 28, 2021 Q2 2021
Kestra Advisory Services, LLC

SELL
 -
-1.03K
- 8.49%
$52.7K - $56.3K
11.1K $699K
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-1.03K
Closed
$52.7K - $56.3K
0 $0
Aug 06, 2021 Q2 2021
J.W. Cole Advisors, Inc.

SELL
 -
-1.04K
- 19.08%
$53K - $56.6K
4.41K $277K
Aug 16, 2021 Q2 2021
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-1.24K
- 0.88%
$63.2K - $67.5K
140K $8.79M
Aug 05, 2021 Q2 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-1.45K
Closed
$74K - $79.1K
0 $0
Aug 13, 2021 Q2 2021
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-1.51K
- 2.24%
$77K - $82.3K
66K $4.15M
Aug 13, 2021 Q2 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-1.64K
- 25.29%
$83.4K - $89.2K
4.84K $304K
Jul 08, 2021 Q2 2021
Rvw Wealth, LLC

SELL
 -
-1.67K
- 5.29%
$85.2K - $91.1K
29.9K $1.88M
Aug 10, 2021 Q2 2021
Psi Advisors, LLC

SELL
 -
-1.79K
- 2.23%
$91.4K - $97.7K
78.7K $4.94M
Aug 13, 2021 Q2 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-1.91K
- 38.56%
$97.1K - $104K
3.04K $191K
Aug 06, 2024 Q2 2021
Mason Investment Advisory Services, Inc.

Reston, VA
SELL
 -
-3.26K
- 19.11%
$166K - $178K
13.8K $867K
Aug 03, 2021 Q2 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-4.35K
Closed
$222K - $237K
0 $0
Aug 16, 2021 Q2 2021
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-5.02K
Closed
$256K - $274K
0 $0
Aug 12, 2021 Q2 2021
Private Advisor Group, LLC

SELL
 -
-5.55K
- 6.82%
$283K - $302K
75.9K $4.76M
Aug 04, 2021 Q2 2021
Creative Planning

Overland Park, KS
SELL
 -
-6.85K
- 55.64%
$349K - $373K
5.46K $343K
Aug 16, 2021 Q2 2021
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-7.13K
- 24.03%
$363K - $388K
22.5K $1.41M
Aug 02, 2021 Q2 2021
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
SELL
 -
-7.63K
Closed
$389K - $416K
0 $0
Aug 13, 2021 Q2 2021
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-8.11K
Closed
$413K - $442K
0 $0
Aug 16, 2021 Q2 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-10.2K
- 6.97%
$522K - $558K
137K $8.58M
Jul 13, 2021 Q2 2021
Aurora Private Wealth, Inc.

SELL
 -
-11.3K
Closed
$575K - $614K
0 $0
Aug 06, 2021 Q2 2021
Acg Wealth

SELL
 -
-15.6K
- 14.53%
$797K - $852K
91.9K $5.77M

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