Purchases and Sales Made in Q3 2024 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
87.7KNew |
$4.98M - $5.48M
|
87.7K
$5.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
48.9KNew |
$2.78M - $3.05M
|
48.9K
$3.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.2K+ 60.16% |
$2.45M - $2.69M
|
115K
$7.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.2K+ 46.89% |
$2.17M - $2.39M
|
120K
$7.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.5K+ 345.95% |
$1.56M - $1.72M
|
35.4K
$2.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
24.5K+ 4.98% |
$1.39M - $1.53M
|
516K
$33.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17K+ 3.71% |
$968K - $1.06M
|
476K
$30.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
11.1KNew |
$630K - $692K
|
11.1K
$716K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 6.05% |
$620K - $681K
|
191K
$12.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
8.92K+ 5.84% |
$507K - $557K
|
162K
$10.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.72K+ 9.18% |
$382K - $419K
|
79.9K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.51K+ 1.09% |
$370K - $406K
|
605K
$39.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.47K+ 5.4% |
$368K - $404K
|
126K
$8.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.89K+ 7.45% |
$334K - $367K
|
84.9K
$5.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.44K+ 2.88% |
$252K - $277K
|
158K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.45KNew |
$196K - $215K
|
3.45K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.41K+ 1.22% |
$194K - $213K
|
282K
$18.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.41KNew |
$194K - $213K
|
3.41K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.39KNew |
$193K - $212K
|
3.39K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.38KNew |
$192K - $211K
|
3.38K
$218K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.32KNew |
$189K - $207K
|
3.32K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.29KNew |
$187K - $205K
|
3.29K
$213K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.23KNew |
$184K - $202K
|
3.23K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.49K+ 6.76% |
$141K - $155K
|
39.3K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.96K+ 2.53% |
$111K - $122K
|
79.4K
$5.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.29KNew |
$73.2K - $80.4K
|
1.29K
$83.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.12K+ 6.7% |
$63.4K - $69.6K
|
17.8K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.04K+ 14.21% |
$59.3K - $65.1K
|
8.38K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
703+ 0.54% |
$40K - $43.9K
|
132K
$8.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
702+ 2.77% |
$39.9K - $43.8K
|
26K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
563+ 203.25% |
$32K - $35.2K
|
840
$54.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
558+ 2.58% |
$31.7K - $34.8K
|
22.2K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
538New |
$30.6K - $33.6K
|
538
$34.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
330New |
$18.8K - $20.6K
|
330
$21.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
305+ 7.35% |
$17.3K - $19K
|
4.46K
$288K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
257+ 0.56% |
$14.6K - $16K
|
46.4K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
249+ 1.12% |
$14.2K - $15.5K
|
22.5K
$1.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
202+ 3.27% |
$11.5K - $12.6K
|
6.39K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
169New |
$9.6K - $10.6K
|
169
$10.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
125+ 1.34% |
$7.1K - $7.81K
|
9.43K
$609K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
103+ 0.62% |
$5.85K - $6.43K
|
16.6K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
32+ 0.3% |
$1.82K - $2K
|
10.8K
$699K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
18+ 0.29% |
$1.02K - $1.12K
|
6.26K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
17+ 0.24% |
$966 - $1.06K
|
7.23K
$467K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
15+ 0.04% |
$852 - $937
|
35.1K
$2.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11+ 0.28% |
$625 - $687
|
4K
$258K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9+ 0.28% |
$511 - $562
|
3.2K
$207K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.02% |
$114 - $125
|
9.97K
$644K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.31% |
$114 - $125
|
657
$42.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.29% |
$56.8 - $62.4
|
346
$22.3K
|