Purchases and Sales Made in Q4 2021 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
525K+ 370.97% |
$27.6M - $30M
|
667K
$41.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
81.2K+ 2901.72% |
$4.27M - $4.63M
|
84K
$5.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
68.2KNew |
$3.59M - $3.89M
|
68.2K
$4.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
63.9K+ 10.17% |
$3.36M - $3.64M
|
692K
$43.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.9K+ 480.38% |
$3.36M - $3.64M
|
77.2K
$4.85M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.8K+ 12.14% |
$2.94M - $3.18M
|
516K
$32.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.6K+ 188.02% |
$1.61M - $1.75M
|
46.9K
$2.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
26.1K+ 11.13% |
$1.37M - $1.49M
|
261K
$16.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
21.6K+ 6.49% |
$1.14M - $1.23M
|
354K
$22.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14K+ 13.18% |
$737K - $799K
|
120K
$7.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12K+ 66.24% |
$630K - $683K
|
30.1K
$1.89M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
12KNew |
$629K - $682K
|
12K
$751K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.6K+ 1.28% |
$608K - $659K
|
911K
$57.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11.5KNew |
$606K - $657K
|
11.5K
$724K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
10.4KNew |
$549K - $595K
|
10.4K
$656K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
10.2KNew |
$535K - $579K
|
10.2K
$638K
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
7.06K+ 50.87% |
$371K - $402K
|
20.9K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.94K+ 19.97% |
$365K - $396K
|
41.7K
$2.62M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.53KNew |
$343K - $372K
|
6.53K
$410K
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
6.51KNew |
$343K - $371K
|
6.51K
$409K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6.09KNew |
$321K - $347K
|
6.09K
$383K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
4.88KNew |
$257K - $278K
|
4.88K
$306K
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.79K+ 23.66% |
$252K - $273K
|
25K
$1.57M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
4.59K+ 43.71% |
$241K - $261K
|
15.1K
$947K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.58KNew |
$241K - $261K
|
4.58K
$287K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$232K - $251K
|
4.41K
$277K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
4.3K+ 4.26% |
$226K - $245K
|
105K
$6.61M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
3.99KNew |
$210K - $228K
|
3.99K
$251K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
3.9KNew |
$205K - $222K
|
3.9K
$245K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.74KNew |
$197K - $213K
|
3.74K
$235K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.6KNew |
$189K - $205K
|
3.6K
$226K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.59KNew |
$189K - $205K
|
3.59K
$226K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.38K+ 5527.91% |
$125K - $136K
|
2.42K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.03K+ 7.18% |
$107K - $116K
|
30.3K
$1.91M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.58K+ 1.06% |
$83.1K - $90.1K
|
150K
$9.45M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.49K+ 104.41% |
$78.4K - $85K
|
2.92K
$183K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.47K+ 0.83% |
$77.4K - $83.9K
|
179K
$11.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.4K+ 144.66% |
$73.5K - $79.6K
|
2.36K
$148K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.36K+ 3.73% |
$71.5K - $77.4K
|
37.8K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.06K+ 26.14% |
$55.9K - $60.6K
|
5.12K
$322K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
915New |
$48.1K - $52.2K
|
915
$57.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
583+ 35.21% |
$30.7K - $33.2K
|
2.24K
$141K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
554New |
$29.2K - $31.6K
|
554
$34.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
518New |
$27.3K - $29.5K
|
518
$32.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
371+ 12366.67% |
$19.5K - $21.2K
|
374
$23.5K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
366+ 8.05% |
$19.3K - $20.9K
|
4.91K
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
255New |
$13.4K - $14.5K
|
255
$16K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
255+ 0.31% |
$13.4K - $14.5K
|
81.7K
$5.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
200New |
$10.5K - $11.4K
|
200
$12.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
178+ 3.88% |
$9.37K - $10.2K
|
4.76K
$299K
|