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
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.21% |
$47.1 - $55.8
|
483
$31.2K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.24% |
$47.1 - $55.8
|
423
$27.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.13% |
$47.1 - $55.8
|
749
$48.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.01% |
$94.2 - $112
|
14.2K
$919K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11- 61.11% |
$518 - $614
|
7
$452
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19- 1.15% |
$895 - $1.06K
|
1.63K
$105K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-41- 0.81% |
$1.93K - $2.29K
|
5.02K
$324K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-56- 0.22% |
$2.64K - $3.12K
|
24.9K
$1.61M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-100- 1.28% |
$4.71K - $5.58K
|
7.69K
$497K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-132- 0.46% |
$6.22K - $7.36K
|
28.6K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-137- 0.49% |
$6.45K - $7.64K
|
27.9K
$1.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-163- 0.75% |
$7.68K - $9.09K
|
21.6K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-168- 11.85% |
$7.91K - $9.37K
|
1.25K
$80.7K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-198- 4.42% |
$9.32K - $11K
|
4.28K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-218- 4.26% |
$10.3K - $12.2K
|
4.9K
$316K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-273- 0.71% |
$12.9K - $15.2K
|
38.3K
$2.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-279- 5.47% |
$13.1K - $15.6K
|
4.82K
$311K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-360- 2.83% |
$17K - $20.1K
|
12.3K
$797K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-602- 1.41% |
$28.3K - $33.6K
|
42.2K
$2.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-646- 64.54% |
$30.4K - $36K
|
355
$22.9K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-751- 6.14% |
$35.4K - $41.9K
|
11.5K
$741K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-981- 0.79% |
$46.2K - $54.7K
|
123K
$7.91M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-1.01K- 4.03% |
$47.5K - $56.3K
|
24.1K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.02K- 8.74% |
$48K - $56.9K
|
10.7K
$688K
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.45K- 2.89% |
$68.4K - $81K
|
48.8K
$3.15M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.55K- 1.38% |
$73.1K - $86.6K
|
111K
$7.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.68K- 35.9% |
$79.1K - $93.7K
|
3K
$194K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.01KClosed |
$94.7K - $112K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.38K- 4.26% |
$112K - $133K
|
53.4K
$3.45M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.59K- 32.13% |
$122K - $144K
|
5.46K
$353K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.73K- 21.9% |
$128K - $152K
|
9.72K
$628K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.37K- 5.16% |
$206K - $244K
|
80.3K
$5.19M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.97K- 5.53% |
$234K - $277K
|
84.9K
$5.48M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.1K- 3.6% |
$240K - $285K
|
136K
$8.81M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.06K- 4.55% |
$333K - $394K
|
148K
$9.57M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.25K- 4.72% |
$389K - $460K
|
166K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.77K- 4.54% |
$460K - $545K
|
206K
$13.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.3K- 9.79% |
$487K - $577K
|
95.3K
$6.15M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-11.9K- 5.76% |
$559K - $662K
|
194K
$12.5M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-14.9K- 3.24% |
$700K - $830K
|
444K
$28.7M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-17.2K- 2.58% |
$811K - $961K
|
651K
$42M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.5K- 26.87% |
$2.1M - $2.48M
|
121K
$7.83M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-70.9K- 6.21% |
$3.34M - $3.96M
|
1.07M
$69.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-75.3K- 47.0% |
$3.55M - $4.2M
|
84.9K
$5.48M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-119K- 94.74% |
$5.59M - $6.62M
|
6.59K
$425K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-341K- 43.47% |
$16.1M - $19M
|
443K
$28.6M
|