Purchases and Sales Made in Q2 2023 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 2023. 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
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
83.9K
+ 198.9%
$3.97M - $4.44M
126K $7.92M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
44.1K
+ 6.29%
$2.09M - $2.34M
745K $46.8M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
38.9K
New
$1.84M - $2.06M
38.9K $2.44M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
38.7K
New
$1.83M - $2.05M
38.7K $2.43M
Aug 15, 2023 Q2 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
34.8K
New
$1.64M - $1.84M
34.8K $2.18M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
32.3K
+ 26.66%
$1.53M - $1.71M
154K $9.64M
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
25.7K
New
$1.22M - $1.36M
25.7K $1.62M
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
17.7K
+ 15.97%
$837K - $937K
129K $8.08M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
11.3K
+ 16.75%
$533K - $597K
78.6K $4.94M
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
9.24K
+ 19.54%
$437K - $489K
56.5K $3.55M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
6.95K
New
$329K - $368K
6.95K $436K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
5.84K
+ 56.14%
$276K - $309K
16.2K $1.02M
Jul 27, 2023 Q2 2023
Capital Management Corp

BUY
 -
4.33K
New
$205K - $229K
4.33K $272K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
3.88K
New
$183K - $205K
3.88K $243K
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
3.73K
+ 6.94%
$176K - $197K
57.4K $3.6M
Aug 03, 2023 Q2 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
3.04K
+ 3.63%
$144K - $161K
86.9K $5.46M
Aug 14, 2023 Q2 2023
Options Solutions, LLC

Chevy Chase, MD
BUY
 -
3K
New
$142K - $159K
3K $188K
Aug 07, 2023 Q2 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
2.45K
+ 3.48%
$116K - $130K
73K $4.59M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2.3K
+ 1.88%
$109K - $122K
125K $7.84M
Aug 08, 2023 Q2 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
2.02K
+ 6.0%
$95.6K - $107K
35.7K $2.24M
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
837
+ 5.88%
$39.6K - $44.3K
15.1K $947K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
570
+ 4.97%
$26.9K - $30.2K
12K $756K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
545
New
$25.8K - $28.9K
545 $34.2K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
510
New
$24.1K - $27K
510 $32K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
483
+ 5.01%
$22.8K - $25.6K
10.1K $635K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
480
+ 1.53%
$22.7K - $25.4K
31.9K $2M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
434
+ 7.94%
$20.5K - $23K
5.9K $370K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
369
+ 1.32%
$17.4K - $19.5K
28.2K $1.77M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
259
+ 0.13%
$12.2K - $13.7K
201K $12.6M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
225
New
$10.6K - $11.9K
225 $14.1K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
210
+ 70.0%
$9.93K - $11.1K
510 $32K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
138
+ 2.19%
$6.52K - $7.31K
6.45K $405K
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
120
+ 88.89%
$5.67K - $6.35K
255 $16K
Aug 08, 2024 Q2 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
78
+ 0.37%
$3.69K - $4.13K
21.4K $1.34M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
49
New
$2.32K - $2.59K
49 $3.08K
Jul 20, 2023 Q2 2023
Aurora Private Wealth, Inc.

BUY
 -
43
+ 0.36%
$2.03K - $2.28K
12K $751K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
43
+ 0.89%
$2.03K - $2.28K
4.87K $306K
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
40
+ 0.15%
$1.89K - $2.12K
27.2K $1.71M
Jul 03, 2023 Q2 2023
Lbj Family Wealth Advisors, Ltd.

BUY
 -
29
+ 0.27%
$1.37K - $1.54K
10.6K $664K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
25
+ 0.23%
$1.18K - $1.32K
10.9K $683K
Jul 25, 2023 Q2 2023
Unionview, LLC

Seattle, WA
BUY
 -
22
+ 0.36%
$1.04K - $1.16K
6.16K $387K
Jul 11, 2023 Q2 2023
Pacific Sun Financial Corp

BUY
 -
20
+ 0.18%
$946 - $1.06K
11.3K $711K
Aug 09, 2023 Q2 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
12
+ 0.38%
$567 - $635
3.15K $198K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
3
+ 0.02%
$142 - $159
13.7K $861K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2
+ 0.03%
$94.6 - $106
6.59K $414K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
2
+ 0.47%
$94.6 - $106
425 $26.7K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
2
+ 0.04%
$94.6 - $106
4.9K $308K
Jul 11, 2023 Q2 2023
Northwest Investment Counselors, LLC

BUY
 -
2
+ 0.38%
$94.6 - $106
530 $33.3K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
1
+ 0.66%
$47.3 - $52.9
153 $9.61K

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