Purchases and Sales Made in Q3 2022 in Wisdomtree U.S. Midcap Fund (EZM)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5- 0.11% |
$219 - $265
|
4.66K
$287K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9- 17.31% |
$395 - $476
|
43
$2.65K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-23- 4.41% |
$1.01K - $1.22K
|
499
$30.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-36- 0.13% |
$1.58K - $1.9K
|
28.6K
$1.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
SELL
|
- |
-76- 0.3% |
$3.33K - $4.02K
|
25.1K
$1.55M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-77- 9.31% |
$3.38K - $4.07K
|
750
$46.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 0.7% |
$3.51K - $4.23K
|
11.3K
$697K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-90- 14.29% |
$3.95K - $4.76K
|
540
$33.3K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-107- 7.54% |
$4.7K - $5.66K
|
1.31K
$81K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-112- 0.39% |
$4.91K - $5.92K
|
28.9K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-175- 3.48% |
$7.68K - $9.26K
|
4.86K
$300K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-238- 0.39% |
$10.4K - $12.6K
|
60.7K
$3.74M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-252- 4.25% |
$11.1K - $13.3K
|
5.68K
$351K
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-415- 0.81% |
$18.2K - $22K
|
50.5K
$3.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-492- 3.43% |
$21.6K - $26K
|
13.8K
$854K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-494- 1.26% |
$21.7K - $26.1K
|
38.8K
$2.39M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-800- 9.66% |
$35.1K - $42.3K
|
7.48K
$462K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-811- 0.49% |
$35.6K - $42.9K
|
165K
$10.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-981- 2.35% |
$43K - $51.9K
|
40.7K
$2.51M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.15K- 4.87% |
$50.6K - $61K
|
22.5K
$1.39M
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-1.55K- 17.93% |
$68K - $81.9K
|
7.09K
$437K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.65K- 19.09% |
$72.4K - $87.3K
|
7K
$432K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-5.87K- 90.35% |
$258K - $311K
|
627
$38.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.98KClosed |
$306K - $369K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-8.42K- 1.83% |
$370K - $446K
|
451K
$27.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.53K- 8.69% |
$374K - $451K
|
89.5K
$5.52M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.23K- 5.61% |
$405K - $488K
|
155K
$9.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.41K- 34.44% |
$413K - $498K
|
17.9K
$1.11M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-10.6K- 13.38% |
$467K - $563K
|
68.9K
$4.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12.2K- 17.5% |
$537K - $647K
|
57.7K
$3.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-14.1K- 5.78% |
$620K - $748K
|
230K
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.5K- 52.68% |
$989K - $1.19M
|
20.2K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.3K- 21.54% |
$1.2M - $1.45M
|
99.6K
$6.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.8K- 18.31% |
$1.57M - $1.89M
|
160K
$9.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.2K- 23.37% |
$1.59M - $1.92M
|
119K
$7.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-40.8K- 5.74% |
$1.79M - $2.16M
|
669K
$41.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 20.47% |
$5.35M - $6.46M
|
474K
$29.3M
|