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 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.04K- 2.23% |
$265K - $287K
|
220K
$13.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.67K- 22.57% |
$351K - $380K
|
22.9K
$1.44M
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-9.12K- 67.74% |
$480K - $520K
|
4.34K
$273K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-9.16KClosed |
$482K - $522K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.54K- 64.46% |
$502K - $544K
|
5.26K
$330K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-15K- 96.89% |
$788K - $854K
|
480
$30.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-15.2KClosed |
$798K - $865K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15.4K- 77.6% |
$811K - $879K
|
4.45K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-16.3KClosed |
$855K - $927K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-16.7K- 3.41% |
$879K - $953K
|
473K
$29.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.4K- 60.28% |
$916K - $993K
|
11.5K
$721K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-18K- 33.62% |
$946K - $1.03M
|
35.5K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-19.2K- 2.42% |
$1.01M - $1.1M
|
773K
$48.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-25.8K- 24.42% |
$1.36M - $1.47M
|
79.8K
$5.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.6K- 18.8% |
$1.4M - $1.52M
|
115K
$7.22M
|