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
Aug 06, 2024 Q3 2021
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
74
+ 0.54%
$3.69K - $4.01K
13.9K $827K
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
68
+ 2.25%
$3.39K - $3.69K
3.09K $184K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
67
+ 0.67%
$3.34K - $3.63K
9.99K $596K
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
BUY
 -
25
+ 6.98%
$1.25K - $1.36K
383 $22.8K
Oct 28, 2021 Q3 2021
Better Money Decisions, LLC

BUY
 -
17
+ 0.54%
$847 - $922
3.15K $188K
Nov 08, 2021 Q3 2021
Montag A & Associates Inc

Atlanta, GA
BUY
 -
17
+ 0.56%
$847 - $922
3.07K $183K
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
15
+ 0.33%
$747 - $813
4.59K $273K
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

BUY
 -
14
+ 0.56%
$697 - $759
2.51K $150K
Oct 21, 2021 Q3 2021
Ellis Investment Partners, LLC

BUY
 -
10
+ 0.5%
$498 - $542
2.01K $120K
Nov 15, 2021 Q3 2021
Institute For Wealth Management, Llc.

BUY
 -
5
+ 0.04%
$249 - $271
13.7K $816K
Oct 28, 2021 Q3 2021
Destiny Wealth Partners, LLC

BUY
 -
4
New
$199 - $217
4 $238
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4
+ 0.09%
$199 - $217
4.67K $278K
Nov 16, 2021 Q3 2021
Retirement Group, LLC

BUY
 -
2
+ 0.39%
$99.6 - $108
517 $30.8K
Nov 15, 2021 Q3 2021
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
1
+ 1.72%
$49.8 - $54.2
59 $3.52K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
0
Closed
$0 - $0
0 $0
Oct 14, 2021 Q3 2021
Tiaa, Fsb

St. Louis, MO
SELL
 -
-8
- 0.05%
$398 - $434
15.2K $904K
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-16
- 0.01%
$797 - $868
167K $9.98M
Oct 27, 2021 Q3 2021
Investors Research Corp

SELL
 -
-101
- 0.38%
$5.03K - $5.48K
26.2K $1.56M
Nov 03, 2021 Q3 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-107
- 1.2%
$5.33K - $5.8K
8.84K $527K
Nov 15, 2021 Q3 2021
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-250
- 10.82%
$12.5K - $13.6K
2.06K $123K
Oct 14, 2021 Q3 2021
Vicus Capital

State College, PA
SELL
 -
-285
- 1.98%
$14.2K - $15.5K
14.1K $840K
Nov 12, 2021 Q3 2021
Cornerstone Wealth Management, LLC

SELL
 -
-296
- 4.99%
$14.7K - $16.1K
5.64K $336K
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-313
- 2.05%
$15.6K - $17K
15K $893K
Oct 19, 2021 Q3 2021
Hc Financial Advisors Inc

SELL
 -
-318
- 2.06%
$15.8K - $17.2K
15.2K $903K
Nov 15, 2021 Q3 2021
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-372
- 8.12%
$18.5K - $20.2K
4.21K $251K
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-466
- 9.63%
$23.2K - $25.3K
4.37K $261K
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-518
- 84.92%
$25.8K - $28.1K
92 $5.48K
Oct 20, 2021 Q3 2021
Gps Wealth Strategies Group, LLC

SELL
 -
-535
Closed
$26.6K - $29K
0 $0
Nov 15, 2021 Q3 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-595
- 3.87%
$29.6K - $32.3K
14.8K $882K
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-914
- 2.56%
$45.5K - $49.6K
34.7K $2.07M
Oct 12, 2021 Q3 2021
Cva Family Office, LLC

SELL
 -
-935
- 39.59%
$46.6K - $50.7K
1.43K $85.1K
Oct 06, 2021 Q3 2021
Centric Wealth Management

SELL
 -
-1.1K
- 11.3%
$54.9K - $59.8K
8.65K $516K
Nov 12, 2021 Q3 2021
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-1.49K
- 2.25%
$74.1K - $80.7K
64.5K $3.85M
Nov 10, 2021 Q3 2021
Institutional & Family Asset Management, LLC

SELL
 -
-1.88K
- 6.22%
$93.6K - $102K
28.3K $1.69M
Nov 01, 2021 Q3 2021
Acg Wealth

SELL
 -
-2.36K
- 2.56%
$117K - $128K
89.6K $5.34M
Oct 07, 2021 Q3 2021
Rvw Wealth, LLC

SELL
 -
-3.02K
- 10.1%
$150K - $164K
26.9K $1.6M
Nov 15, 2021 Q3 2021
Northeast Financial Consultants Inc

Westport, CT
SELL
 -
-3.77K
- 6.58%
$188K - $204K
53.5K $3.19M
Nov 12, 2021 Q3 2021
Pacific Sun Financial Corp

SELL
 -
-4.38K
- 27.34%
$218K - $237K
11.6K $693K
Oct 26, 2021 Q3 2021
J.W. Cole Advisors, Inc.

SELL
 -
-4.41K
Closed
$219K - $239K
0 $0
Nov 04, 2021 Q3 2021
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-4.58K
Closed
$228K - $248K
0 $0
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-4.69K
- 13.7%
$234K - $254K
29.5K $1.76M
Nov 16, 2021 Q3 2021
Jane Street Group, LLC

New York, NY
SELL
 -
-5.34K
Closed
$266K - $289K
0 $0
Nov 15, 2021 Q3 2021
Northern Trust Corp

Chicago, IL
SELL
 -
-7K
Closed
$349K - $380K
0 $0
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-21.1K
Closed
$1.05M - $1.14M
0 $0
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-24.8K
- 65.11%
$1.24M - $1.35M
13.3K $793K
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-69.4K
- 88.34%
$3.46M - $3.76M
9.16K $546K
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

SELL
 -
-130K
- 36.48%
$6.45M - $7.02M
226K $13.4M
Nov 05, 2021 Q3 2021
Truist Financial Corp

SELL
 -
-160K
- 16.8%
$7.97M - $8.67M
792K $47.2M

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