Purchases and Sales Made in Q3 2022 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 Q3 2022. 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
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
380K
+ 5962.38%
$16.7M - $20.1M
386K $24.9M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
231K
+ 24.32%
$10.1M - $12.2M
1.18M $76.4M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
112K
+ 1174.97%
$4.92M - $5.93M
122K $7.86M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
68.6K
+ 10.66%
$3.01M - $3.63M
712K $46M
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
42.9K
+ 901.18%
$1.88M - $2.27M
47.7K $3.08M
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
24.4K
+ 8.0%
$1.07M - $1.29M
329K $21.3M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
21.5K
+ 10.65%
$945K - $1.14M
224K $14.5M
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
11.6K
+ 7.57%
$509K - $614K
165K $10.7M
Nov 04, 2022 Q3 2022
Commerce Bank

Kansas City, MO
BUY
 -
9.01K
New
$396K - $477K
9.01K $582K
Dec 02, 2022 Q3 2022
American Trust

Lexington, KY
BUY
 -
8.9K
New
$390K - $471K
8.9K $575K
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
8.33K
+ 1.22%
$366K - $441K
692K $44.7M
Oct 25, 2022 Q3 2022
New Square Capital LLC

BUY
 -
7.46K
+ 34.24%
$327K - $394K
29.2K $1.89M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
7.2K
+ 12.84%
$316K - $381K
63.3K $4.09M
Oct 17, 2022 Q3 2022
Gps Wealth Strategies Group, LLC

BUY
 -
6.7K
+ 99.01%
$294K - $355K
13.5K $870K
Nov 14, 2022 Q3 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
5.16K
New
$226K - $273K
5.16K $333K
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
4.46K
+ 11.14%
$196K - $236K
44.5K $2.87M
Nov 17, 2022 Q3 2022
Central Trust CO

Jefferson City, MO
BUY
 -
3.68K
+ 3.77%
$162K - $195K
101K $6.54M
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
3.38K
New
$148K - $179K
3.38K $218K
Nov 03, 2022 Q3 2022
Acg Wealth

BUY
 -
3.37K
+ 4.05%
$148K - $178K
86.7K $5.6M
Nov 22, 2022 Q3 2022
Cva Family Office, LLC

BUY
 -
2.08K
+ 34.89%
$91.3K - $110K
8.04K $519K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
1.83K
+ 1.51%
$80.2K - $96.7K
123K $7.96M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.13K
New
$49.6K - $59.8K
1.13K $73.1K
Oct 21, 2022 Q3 2022
Whittier Trust CO

BUY
 -
780
+ 20.0%
$34.2K - $41.3K
4.68K $302K
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
741
+ 12.56%
$32.5K - $39.2K
6.64K $429K
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
700
New
$30.7K - $37K
700 $45.2K
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
640
New
$28.1K - $33.9K
640 $41.3K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
499
+ 0.55%
$21.9K - $26.4K
90.4K $5.84M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
450
+ 1.83%
$19.7K - $23.8K
25K $1.61M
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
418
+ 1.56%
$18.3K - $22.1K
27.2K $1.76M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
356
+ 3.54%
$15.6K - $18.8K
10.4K $672K
Nov 04, 2022 Q3 2022
Consolidated Planning Corp

Atlanta, GA
BUY
 -
163
+ 0.15%
$7.15K - $8.62K
111K $7.18M
Nov 14, 2022 Q3 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
150
+ 2.15%
$6.58K - $7.94K
7.13K $460K
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
137
+ 1.67%
$6.01K - $7.25K
8.36K $540K
Aug 07, 2024 Q3 2022
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
94
+ 0.45%
$4.12K - $4.97K
21.2K $1.37M
Oct 12, 2022 Q3 2022
Aurora Private Wealth, Inc.

BUY
 -
51
+ 0.43%
$2.24K - $2.7K
11.8K $764K
Nov 10, 2022 Q3 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
46
+ 0.17%
$2.02K - $2.43K
27.1K $1.75M
Oct 03, 2022 Q3 2022
Lbj Family Wealth Advisors, Ltd.

BUY
 -
45
+ 0.43%
$1.97K - $2.38K
10.5K $676K
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
26
+ 0.1%
$1.14K - $1.38K
25.8K $1.67M
Oct 12, 2022 Q3 2022
Tnf LLC

BUY
 -
26
+ 0.35%
$1.14K - $1.38K
7.38K $476K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
20
+ 0.39%
$878 - $1.06K
5.08K $328K
Nov 09, 2022 Q3 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
14
+ 0.45%
$614 - $741
3.11K $201K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
12
New
$527 - $635
12 $775
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
8
+ 0.4%
$351 - $423
2.03K $131K
Oct 21, 2022 Q3 2022
Strateg Iq Financial Group, LLC

BUY
 -
4
+ 0.02%
$176 - $212
18.4K $1.19M
Oct 18, 2022 Q3 2022
Institute For Wealth Management, Llc.

BUY
 -
3
+ 0.02%
$132 - $159
13.7K $884K
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
3
+ 0.06%
$132 - $159
5.11K $330K
Oct 26, 2022 Q3 2022
Tilia Fiduciary Partners, Inc.

BUY
 -
2
+ 1.34%
$87.8 - $106
151 $9.75K
Oct 28, 2022 Q3 2022
Northwest Investment Counselors, LLC

BUY
 -
2
+ 0.38%
$87.8 - $106
524 $33.8K
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

BUY
 -
2
+ 0.48%
$87.8 - $106
420 $27.1K

Track Institutional and Insider Activities on EZM

Follow WISDOMTREE U.S. MIDCAP FUND and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells EZM shares.

Notify only if

Insider Trading

Get notified when an Wisdomtree U.S. Midcap Fund insider buys or sells EZM shares.

Notify only if

News

Receive news related to WISDOMTREE U.S. MIDCAP FUND

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on EZM