Purchases and Sales Made in Q3 2023 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6- 5.13% |
$299 - $333
|
111
$7.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8- 0.12% |
$399 - $444
|
6.44K
$412K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 20.83% |
$1.25K - $1.39K
|
95
$6.07K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-120- 0.66% |
$5.99K - $6.66K
|
18.1K
$1.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-131- 0.27% |
$6.53K - $7.27K
|
47.6K
$3.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-143- 2.06% |
$7.13K - $7.93K
|
6.81K
$435K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 1.33% |
$7.48K - $8.32K
|
11.2K
$714K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 3.08% |
$9.98K - $11.1K
|
6.28K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-200- 3.04% |
$9.98K - $11.1K
|
6.39K
$409K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-349- 3.92% |
$17.4K - $19.4K
|
8.54K
$546K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-381- 5.03% |
$19K - $21.1K
|
7.2K
$460K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-386- 0.26% |
$19.3K - $21.4K
|
148K
$9.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-442- 1.81% |
$22K - $24.5K
|
24K
$1.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-464- 1.98% |
$23.1K - $25.7K
|
23K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-480- 9.81% |
$23.9K - $26.6K
|
4.42K
$282K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-520- 3.34% |
$25.9K - $28.8K
|
15.1K
$963K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-594- 0.74% |
$29.6K - $32.9K
|
80.2K
$5.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-764- 5.07% |
$38.1K - $42.4K
|
14.3K
$915K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-870- 13.1% |
$43.4K - $48.3K
|
5.77K
$369K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-977- 8.98% |
$48.7K - $54.2K
|
9.9K
$633K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-997- 2.08% |
$49.7K - $55.3K
|
47K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.51K- 5.88% |
$75.5K - $83.9K
|
24.2K
$1.55M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.63K- 14.48% |
$81.4K - $90.5K
|
9.63K
$616K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.65K- 3.37% |
$132K - $147K
|
76K
$4.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.93K- 4.01% |
$146K - $162K
|
70.1K
$4.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.43K- 53.42% |
$321K - $357K
|
5.61K
$359K
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-6.81K- 3.69% |
$340K - $378K
|
178K
$11.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.36K- 1.52% |
$367K - $408K
|
478K
$30.5M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.42K- 5.61% |
$420K - $467K
|
142K
$9.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.69K- 26.16% |
$433K - $482K
|
24.5K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.6K- 20.9% |
$728K - $809K
|
55.2K
$3.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.6K- 12.75% |
$976K - $1.09M
|
134K
$8.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32.8K- 47.0% |
$1.63M - $1.82M
|
37K
$2.36M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-34.7K- 8.59% |
$1.73M - $1.92M
|
369K
$23.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.2K- 19.74% |
$1.86M - $2.07M
|
151K
$9.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-64.5K- 10.28% |
$3.22M - $3.58M
|
563K
$36M
|