Purchases and Sales Made in Q1 2023 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
93.1K+ 972.89% |
$4.38M - $5.19M
|
103K
$6.63M
|
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
83.8KNew |
$3.95M - $4.68M
|
83.8K
$5.41M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.1K+ 16.85% |
$3.77M - $4.47M
|
555K
$35.9M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
61.9KNew |
$2.92M - $3.45M
|
61.9K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.5KNew |
$2.47M - $2.93M
|
52.5K
$3.39M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.2K+ 120.78% |
$2.41M - $2.86M
|
93.6K
$6.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
29.5KNew |
$1.39M - $1.65M
|
29.5K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.5K+ 101.36% |
$1.34M - $1.59M
|
56.6K
$3.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
24.3K+ 6.93% |
$1.15M - $1.36M
|
375K
$24.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
21K+ 79.93% |
$989K - $1.17M
|
47.3K
$3.05M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8K+ 16.08% |
$789K - $935K
|
121K
$7.81M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
12KNew |
$565K - $669K
|
12K
$775K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.6K+ 5.81% |
$545K - $645K
|
210K
$13.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.4KNew |
$490K - $580K
|
10.4K
$672K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
10.1K+ 1.47% |
$477K - $565K
|
701K
$45.3M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.23K+ 18.12% |
$388K - $459K
|
53.7K
$3.47M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.98KNew |
$328K - $389K
|
6.98K
$451K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.07KNew |
$192K - $227K
|
4.07K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.04KNew |
$190K - $225K
|
4.04K
$261K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3.94K+ 22.67% |
$186K - $220K
|
21.3K
$1.38M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.22K+ 5.53% |
$152K - $180K
|
61.5K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.01K+ 4.68% |
$142K - $168K
|
67.3K
$4.35M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.36KNew |
$64.2K - $76K
|
1.36K
$88K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
1.25K+ 4.15% |
$58.9K - $69.7K
|
31.4K
$2.03M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1.02KNew |
$48.2K - $57.1K
|
1.02K
$66.1K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
918+ 9.24% |
$43.2K - $51.2K
|
10.9K
$701K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
900New |
$42.4K - $50.2K
|
900
$58.1K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
813+ 0.41% |
$38.3K - $45.3K
|
200K
$12.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
803+ 9.4% |
$37.8K - $44.8K
|
9.35K
$604K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
725+ 17.39% |
$34.1K - $40.4K
|
4.9K
$316K
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
669+ 0.96% |
$31.5K - $37.3K
|
70.6K
$4.56M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
400New |
$18.8K - $22.3K
|
400
$25.8K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
330New |
$15.5K - $18.4K
|
330
$21.3K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
237+ 2.52% |
$11.2K - $13.2K
|
9.63K
$622K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
218New |
$10.3K - $12.2K
|
218
$14.1K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
193+ 5.17% |
$9.09K - $10.8K
|
3.93K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 7.28% |
$7.06K - $8.37K
|
2.21K
$143K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
135New |
$6.36K - $7.53K
|
135
$8.72K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
125New |
$5.89K - $6.97K
|
125
$8.07K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
106+ 16.56% |
$4.99K - $5.91K
|
746
$48.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
87+ 0.48% |
$4.1K - $4.85K
|
18.2K
$1.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
30+ 0.25% |
$1.41K - $1.67K
|
11.9K
$770K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29+ 0.46% |
$1.37K - $1.62K
|
6.31K
$408K
|
|
|
Apr 11, 2023
Q1 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
27+ 0.26% |
$1.27K - $1.51K
|
10.5K
$681K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
27+ 0.1% |
$1.27K - $1.51K
|
27.2K
$1.76M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
16+ 0.22% |
$753 - $892
|
7.14K
$461K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
16+ 0.26% |
$753 - $892
|
6.14K
$396K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8+ 0.26% |
$377 - $446
|
3.13K
$202K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.01% |
$94.2 - $112
|
13.7K
$885K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.38% |
$94.2 - $112
|
528
$34.1K
|