Purchases and Sales Made in Q2 2023 in Wisdomtree U.S. Midcap Fund (EZM)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.13% |
$47.3 - $52.9
|
750
$47.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 14.29% |
$47.3 - $52.9
|
6
$377
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-10- 0.14% |
$473 - $529
|
7.13K
$448K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-10- 0.06% |
$473 - $529
|
18.2K
$1.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-33- 0.12% |
$1.56K - $1.75K
|
28.5K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-56- 0.04% |
$2.65K - $2.96K
|
148K
$9.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-98- 0.92% |
$4.63K - $5.19K
|
10.6K
$663K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-113- 1.47% |
$5.34K - $5.98K
|
7.58K
$476K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-176- 16.12% |
$8.32K - $9.32K
|
916
$57.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-235- 66.2% |
$11.1K - $12.4K
|
120
$7.54K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-454- 4.86% |
$21.5K - $24K
|
8.89K
$559K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-496- 1.99% |
$23.5K - $26.3K
|
24.4K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-617- 2.57% |
$29.2K - $32.7K
|
23.4K
$1.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-629- 84.32% |
$29.7K - $33.3K
|
117
$7.35K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-657- 13.09% |
$31.1K - $34.8K
|
4.36K
$274K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-817- 3.78% |
$38.6K - $43.3K
|
20.8K
$1.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1K- 2.05% |
$47.3K - $52.9K
|
47.8K
$3M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.08K- 8.76% |
$51.1K - $57.2K
|
11.3K
$707K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.4K- 86.23% |
$66.3K - $74.3K
|
224
$14.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.12K- 4.85% |
$195K - $218K
|
80.8K
$5.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.8K- 49.4% |
$227K - $254K
|
4.92K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.43K- 10.16% |
$256K - $287K
|
48K
$3.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.76K- 4.76% |
$272K - $305K
|
115K
$7.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.32K- 10.28% |
$299K - $335K
|
55.2K
$3.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-9.4K- 4.84% |
$444K - $498K
|
185K
$11.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.5K- 13.11% |
$498K - $557K
|
69.8K
$4.38M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16.2K- 9.76% |
$768K - $859K
|
150K
$9.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.9K- 8.21% |
$798K - $894K
|
189K
$11.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-18.1K- 4.83% |
$856K - $959K
|
357K
$22.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.2K- 32.24% |
$862K - $965K
|
38.3K
$2.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.2K- 15.57% |
$1M - $1.12M
|
115K
$7.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22.3K- 5.04% |
$1.06M - $1.18M
|
421K
$26.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-22.7K- 59.31% |
$1.07M - $1.2M
|
15.6K
$979K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-23.6K- 3.62% |
$1.11M - $1.25M
|
627K
$39.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32.9K- 32.08% |
$1.56M - $1.74M
|
69.7K
$4.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-33.4K- 39.28% |
$1.58M - $1.77M
|
51.6K
$3.24M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-40K- 9.01% |
$1.89M - $2.12M
|
404K
$25.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-44.3K- 84.43% |
$2.09M - $2.34M
|
8.17K
$513K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-62.1K- 65.16% |
$2.94M - $3.29M
|
33.2K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.3K- 12.66% |
$3.32M - $3.72M
|
485K
$30.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-87.2K- 93.1% |
$4.12M - $4.62M
|
6.46K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-225K- 20.98% |
$10.6M - $11.9M
|
847K
$53.2M
|