Purchases and Sales Made in Q3 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 Q3 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
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
648K
New
$32.3M - $35.1M
648K $39.5M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
373K
+ 70.75%
$18.6M - $20.2M
900K $54.9M
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
98.3K
+ 1233.84%
$4.9M - $5.33M
106K $6.48M
Nov 03, 2021 Q3 2021
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
62.4K
+ 23.05%
$3.11M - $3.38M
333K $20.3M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
36.1K
+ 47.27%
$1.8M - $1.96M
112K $6.86M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
29.7K
+ 39.16%
$1.48M - $1.61M
106K $6.44M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
29.5K
+ 6.85%
$1.47M - $1.6M
460K $28.1M
Oct 14, 2021 Q3 2021
Davenport & CO LLC

BUY
 -
19.4K
+ 9.02%
$966K - $1.05M
234K $14.3M
Nov 15, 2021 Q3 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
15.6K
+ 70.41%
$778K - $847K
37.8K $2.31M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
15.6K
+ 366.24%
$777K - $846K
19.9K $1.21M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
13.9K
+ 61.85%
$694K - $755K
36.5K $2.23M
Nov 08, 2021 Q3 2021
Aurora Private Wealth, Inc.

BUY
 -
11.6K
New
$576K - $627K
11.6K $706K
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.7K
+ 8.19%
$534K - $581K
142K $8.65M
Dec 13, 2021 Q3 2021
Tnf LLC

BUY
 -
10.7K
New
$530K - $578K
10.7K $650K
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
10.3K
+ 1.67%
$515K - $560K
628K $38.4M
Nov 15, 2021 Q3 2021
Betterment LLC

New York, NY
BUY
 -
8.68K
New
$432K - $471K
8.68K $530K
Nov 12, 2021 Q3 2021
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
8.09K
+ 66.65%
$403K - $439K
20.2K $1.23M
Nov 17, 2021 Q3 2021
Consolidated Planning Corp

Atlanta, GA
BUY
 -
7.63K
+ 8.18%
$380K - $414K
101K $6.16M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
7.55K
New
$376K - $409K
7.55K $461K
Nov 15, 2021 Q3 2021
Wealthspire Advisors, LLC

New York, NY
BUY
 -
7.4K
New
$368K - $401K
7.4K $452K
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
6.51K
+ 119.23%
$324K - $353K
12K $731K
Nov 03, 2021 Q3 2021
Clearwater Capital Advisors, LLC

BUY
 -
5.56K
+ 3.88%
$277K - $302K
149K $9.09M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.27K
+ 3.05%
$262K - $286K
178K $10.9M
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
4.96K
+ 3.63%
$247K - $269K
142K $8.64M
Nov 09, 2021 Q3 2021
Oxler Private Wealth LLC

New York, NY
BUY
 -
4.82K
+ 22.13%
$240K - $261K
26.6K $1.62M
Oct 22, 2021 Q3 2021
Culbertson A N & CO Inc

BUY
 -
4.6K
+ 9.2%
$229K - $249K
54.6K $3.33M
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.8K
+ 30.5%
$189K - $206K
16.3K $993K
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
3.05K
New
$152K - $165K
3.05K $186K
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
3.03K
+ 11.71%
$151K - $164K
28.9K $1.76M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
3K
+ 26.93%
$149K - $163K
14.1K $863K
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
BUY
 -
2.78K
+ 12613.64%
$138K - $150K
2.8K $171K
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
2.76K
+ 3.51%
$138K - $150K
81.4K $4.97M
Nov 08, 2021 Q3 2021
Synovus Financial Corp

Columbus, GA
BUY
 -
1.98K
+ 12.28%
$98.5K - $107K
18.1K $1.1M
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
1.66K
New
$82.5K - $89.8K
1.66K $101K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
1.2K
+ 39.54%
$59.8K - $65.1K
4.24K $259K
Nov 12, 2021 Q3 2021
3 D/L Capital Management, LLC

BUY
 -
1.16K
+ 0.24%
$57.6K - $62.7K
490K $29.9M
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.1K
+ 8.78%
$54.5K - $59.4K
13.6K $828K
Nov 08, 2021 Q3 2021
New Square Capital LLC

BUY
 -
890
+ 9.27%
$44.3K - $48.3K
10.5K $640K
Nov 15, 2021 Q3 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
834
New
$41.5K - $45.2K
834 $50.9K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
BUY
 -
797
New
$39.7K - $43.2K
797 $48.6K
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
711
New
$35.4K - $38.6K
711 $43.4K
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
662
+ 218.48%
$33K - $35.9K
965 $58.9K
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
578
+ 1.99%
$28.8K - $31.3K
29.7K $1.81M
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
521
+ 566.3%
$26K - $28.3K
613 $37.4K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
497
+ 2.06%
$24.8K - $27K
24.7K $1.5M
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
267
+ 3.2%
$13.3K - $14.5K
8.6K $525K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
225
+ 5.86%
$11.2K - $12.2K
4.06K $248K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
183
+ 4.19%
$9.12K - $9.92K
4.55K $277K
Oct 29, 2021 Q3 2021
Harvest Investment Services, LLC

BUY
 -
82
+ 0.61%
$4.08K - $4.45K
13.5K $822K

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