Purchases and Sales Made in Q2 2023 in Wisdomtree U.S. Midcap Fund (EZM)

EZM Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q2 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
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
83.9K
+ 198.9%
$3.97M - $4.44M
126K $8.15M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
44.1K
+ 6.29%
$2.09M - $2.34M
745K $48.1M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
38.9K
New
$1.84M - $2.06M
38.9K $2.51M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
38.7K
New
$1.83M - $2.05M
38.7K $2.5M
Aug 15, 2023 Q2 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
34.8K
New
$1.64M - $1.84M
34.8K $2.25M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
32.3K
+ 26.66%
$1.53M - $1.71M
154K $9.92M
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
25.7K
New
$1.22M - $1.36M
25.7K $1.66M
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
17.7K
+ 15.97%
$837K - $937K
129K $8.31M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
11.3K
+ 16.75%
$533K - $597K
78.6K $5.08M
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
9.24K
+ 19.54%
$437K - $489K
56.5K $3.65M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
6.95K
New
$329K - $368K
6.95K $449K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
5.84K
+ 56.14%
$276K - $309K
16.2K $1.05M
Jul 27, 2023 Q2 2023
Capital Management Corp

BUY
 -
4.33K
New
$205K - $229K
4.33K $280K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
3.88K
New
$183K - $205K
3.88K $250K
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
3.73K
+ 6.94%
$176K - $197K
57.4K $3.71M
Aug 03, 2023 Q2 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
3.04K
+ 3.63%
$144K - $161K
86.9K $5.61M
Aug 14, 2023 Q2 2023
Options Solutions, LLC

Chevy Chase, MD
BUY
 -
3K
New
$142K - $159K
3K $194K
Aug 07, 2023 Q2 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
2.45K
+ 3.48%
$116K - $130K
73K $4.72M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2.3K
+ 1.88%
$109K - $122K
125K $8.06M
Aug 08, 2023 Q2 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
2.02K
+ 6.0%
$95.6K - $107K
35.7K $2.31M
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
837
+ 5.88%
$39.6K - $44.3K
15.1K $974K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
570
+ 4.97%
$26.9K - $30.2K
12K $778K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
545
New
$25.8K - $28.9K
545 $35.2K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
510
New
$24.1K - $27K
510 $32.9K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
483
+ 5.01%
$22.8K - $25.6K
10.1K $653K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
480
+ 1.53%
$22.7K - $25.4K
31.9K $2.06M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
434
+ 7.94%
$20.5K - $23K
5.9K $381K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
369
+ 1.32%
$17.4K - $19.5K
28.2K $1.82M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
259
+ 0.13%
$12.2K - $13.7K
201K $13M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
225
New
$10.6K - $11.9K
225 $14.5K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
210
+ 70.0%
$9.93K - $11.1K
510 $32.9K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
138
+ 2.19%
$6.52K - $7.31K
6.45K $416K
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
120
+ 88.89%
$5.67K - $6.35K
255 $16.5K
Aug 08, 2024 Q2 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
78
+ 0.37%
$3.69K - $4.13K
21.4K $1.38M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
49
New
$2.32K - $2.59K
49 $3.16K
Jul 20, 2023 Q2 2023
Aurora Private Wealth, Inc.

BUY
 -
43
+ 0.36%
$2.03K - $2.28K
12K $772K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
43
+ 0.89%
$2.03K - $2.28K
4.87K $314K
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
40
+ 0.15%
$1.89K - $2.12K
27.2K $1.76M
Jul 03, 2023 Q2 2023
Lbj Family Wealth Advisors, Ltd.

BUY
 -
29
+ 0.27%
$1.37K - $1.54K
10.6K $683K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
25
+ 0.23%
$1.18K - $1.32K
10.9K $703K
Jul 25, 2023 Q2 2023
Unionview, LLC

Seattle, WA
BUY
 -
22
+ 0.36%
$1.04K - $1.16K
6.16K $398K
Jul 11, 2023 Q2 2023
Pacific Sun Financial Corp

BUY
 -
20
+ 0.18%
$946 - $1.06K
11.3K $731K
Aug 09, 2023 Q2 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
12
+ 0.38%
$567 - $635
3.15K $203K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
3
+ 0.02%
$142 - $159
13.7K $885K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2
+ 0.03%
$94.6 - $106
6.59K $426K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
2
+ 0.47%
$94.6 - $106
425 $27.5K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
2
+ 0.04%
$94.6 - $106
4.9K $316K
Jul 11, 2023 Q2 2023
Northwest Investment Counselors, LLC

BUY
 -
2
+ 0.38%
$94.6 - $106
530 $34.2K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
1
+ 0.66%
$47.3 - $52.9
153 $9.88K

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