Purchases and Sales Made in Q2 2024 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q2 2024. 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 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$113 - $121
|
4.91K
$318K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.3% |
$56.6 - $60.6
|
329
$21.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23- 0.45% |
$1.3K - $1.39K
|
5.13K
$333K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25- 0.22% |
$1.41K - $1.52K
|
11.3K
$733K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 0.23% |
$1.64K - $1.76K
|
12.8K
$829K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45- 0.01% |
$2.55K - $2.73K
|
598K
$38.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-49- 12.44% |
$2.77K - $2.97K
|
345
$22.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-65- 1.04% |
$3.68K - $3.94K
|
6.19K
$401K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 1.06% |
$6.79K - $7.27K
|
11.2K
$726K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-122- 8.0% |
$6.9K - $7.39K
|
1.4K
$91K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-152- 0.42% |
$8.6K - $9.21K
|
35.7K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-174Closed |
$9.84K - $10.5K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-188- 1.13% |
$10.6K - $11.4K
|
16.5K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 3.18% |
$11.3K - $12.1K
|
6.08K
$394K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-202- 2.8% |
$11.4K - $12.2K
|
7K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-237- 1.45% |
$13.4K - $14.4K
|
16.2K
$1.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-272- 1.24% |
$15.4K - $16.5K
|
21.6K
$1.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-336- 0.22% |
$19K - $20.4K
|
154K
$9.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-532- 0.4% |
$30.1K - $32.2K
|
131K
$8.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-599- 5.67% |
$33.9K - $36.3K
|
9.96K
$646K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-674- 4.71% |
$38.1K - $40.8K
|
13.6K
$885K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-866- 1.94% |
$49K - $52.5K
|
43.9K
$2.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.04K- 20.84% |
$59.1K - $63.3K
|
3.97K
$257K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.2K- 3.56% |
$67.9K - $72.7K
|
32.5K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.29K- 5.17% |
$73K - $78.2K
|
23.7K
$1.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.29K- 10.7% |
$73.1K - $78.4K
|
10.8K
$699K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.35K- 2.83% |
$76.4K - $81.8K
|
46.3K
$3M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.65K- 8.55% |
$93.2K - $99.9K
|
17.6K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.1K- 88.36% |
$119K - $127K
|
277
$18K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.13K- 22.64% |
$120K - $129K
|
7.27K
$471K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.2K- 25.5% |
$124K - $133K
|
6.43K
$417K
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-2.56K- 3.36% |
$145K - $155K
|
73.4K
$4.76M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 1.53% |
$159K - $171K
|
182K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.96K- 15.52% |
$167K - $179K
|
16.1K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.33K- 21.77% |
$188K - $202K
|
12K
$776K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-3.43K- 22.15% |
$194K - $208K
|
12K
$781K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-4.2K- 5.84% |
$238K - $254K
|
67.7K
$4.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.26K- 12.19% |
$297K - $318K
|
37.9K
$2.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.94K- 7.64% |
$336K - $360K
|
71.7K
$4.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.12K- 4.53% |
$346K - $371K
|
129K
$8.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.4K- 27.15% |
$703K - $753K
|
33.3K
$2.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-12.6K- 55.45% |
$715K - $766K
|
10.1K
$658K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-13.9K- 20.38% |
$786K - $843K
|
54.3K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17K- 68.21% |
$964K - $1.03M
|
7.94K
$515K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-24.9K- 4.76% |
$1.41M - $1.51M
|
498K
$32.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35K- 22.59% |
$1.98M - $2.12M
|
120K
$7.77M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38.2K- 31.92% |
$2.16M - $2.32M
|
81.5K
$5.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-66.1K- 38.99% |
$3.74M - $4.01M
|
103K
$6.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-87.7K- 46.04% |
$4.96M - $5.31M
|
103K
$6.66M
|