Purchases and Sales Made in Q1 2024 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
190KNew |
$10.5M - $11.6M
|
190K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
96.5K+ 2337.69% |
$5.33M - $5.89M
|
101K
$6.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.1K+ 63.92% |
$3.65M - $4.03M
|
170K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.9K+ 41.68% |
$2.76M - $3.04M
|
170K
$10.9M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
44.6K+ 10.42% |
$2.46M - $2.72M
|
472K
$30.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
42.8K+ 34.3% |
$2.36M - $2.61M
|
167K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
34.8KNew |
$1.93M - $2.13M
|
34.8K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25KNew |
$1.38M - $1.52M
|
25K
$1.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.1K+ 14.26% |
$1.17M - $1.29M
|
169K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.4KNew |
$906K - $1M
|
16.4K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$593K - $655K
|
10.7K
$693K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5K+ 32.36% |
$582K - $643K
|
43.1K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.49K+ 5660.67% |
$469K - $518K
|
8.64K
$558K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
7.9K+ 29.97% |
$436K - $482K
|
34.3K
$2.21M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.49K+ 15.94% |
$359K - $396K
|
47.2K
$3.05M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.71K+ 4.53% |
$315K - $348K
|
132K
$8.51M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.07K+ 3.5% |
$280K - $310K
|
150K
$9.68M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.74K+ 71.9% |
$262K - $289K
|
11.3K
$732K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.45KNew |
$191K - $211K
|
3.45K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.39KNew |
$187K - $207K
|
3.39K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.29KNew |
$182K - $201K
|
3.29K
$213K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.36K+ 3.49% |
$130K - $144K
|
70K
$4.52M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.51K+ 0.56% |
$83.3K - $92K
|
269K
$17.4M
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
971+ 4.7% |
$53.6K - $59.3K
|
21.6K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
880New |
$48.6K - $53.7K
|
880
$56.8K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
821+ 0.53% |
$45.4K - $50.1K
|
154K
$9.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
700New |
$38.7K - $42.7K
|
700
$45.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
535New |
$29.6K - $32.6K
|
535
$34.6K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
527+ 7.33% |
$29.1K - $32.2K
|
7.71K
$498K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
475+ 2.23% |
$26.2K - $29K
|
21.7K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
455New |
$25.1K - $27.8K
|
455
$29.4K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
306New |
$16.9K - $18.7K
|
306
$19.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
258+ 1.06% |
$14.3K - $15.7K
|
24.5K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
256+ 1.56% |
$14.1K - $15.6K
|
16.7K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
206+ 0.94% |
$11.4K - $12.6K
|
22.1K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 9.05% |
$11.1K - $12.2K
|
2.41K
$156K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$11.1K - $12.2K
|
200
$12.9K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
159New |
$8.78K - $9.7K
|
159
$10.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
108+ 1.54% |
$5.97K - $6.59K
|
7.12K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
61+ 53.98% |
$3.37K - $3.72K
|
174
$11.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58+ 0.17% |
$3.2K - $3.54K
|
34.8K
$2.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
35+ 0.29% |
$1.93K - $2.14K
|
12.1K
$780K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
28+ 0.7% |
$1.55K - $1.71K
|
4.01K
$259K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
24+ 0.23% |
$1.33K - $1.46K
|
10.7K
$688K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24New |
$1.33K - $1.46K
|
24
$1.55K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
21+ 0.18% |
$1.16K - $1.28K
|
11.5K
$741K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
19+ 0.26% |
$1.05K - $1.16K
|
7.19K
$464K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
18+ 0.29% |
$995 - $1.1K
|
6.22K
$402K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11+ 0.28% |
$608 - $671
|
3.97K
$257K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.32% |
$553 - $610
|
3.18K
$205K
|