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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.35% |
$56.8 - $62.4
|
289
$18.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.3% |
$56.8 - $62.4
|
330
$21.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.18% |
$227 - $250
|
2.17K
$140K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22- 0.21% |
$1.25K - $1.37K
|
10.4K
$670K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-24- 0.49% |
$1.36K - $1.5K
|
4.88K
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-31- 0.07% |
$1.76K - $1.94K
|
43.8K
$2.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-81- 0.11% |
$4.6K - $5.06K
|
73.3K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-84- 1.64% |
$4.77K - $5.24K
|
5.05K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-100- 1.3% |
$5.68K - $6.24K
|
7.61K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-106- 0.66% |
$6.02K - $6.62K
|
16K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-254- 3.63% |
$14.4K - $15.9K
|
6.75K
$436K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-268- 4.76% |
$15.2K - $16.7K
|
5.36K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-311- 4.32% |
$17.7K - $19.4K
|
6.88K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-322- 8.02% |
$18.3K - $20.1K
|
3.69K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-360- 7.58% |
$20.5K - $22.5K
|
4.39K
$283K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-459- 3.36% |
$26.1K - $28.7K
|
13.2K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-638- 3.95% |
$36.3K - $39.8K
|
15.5K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-670- 17.18% |
$38.1K - $41.8K
|
3.23K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-743- 0.73% |
$42.2K - $46.4K
|
101K
$6.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-850- 10.51% |
$48.3K - $53.1K
|
7.24K
$467K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-927- 3.28% |
$52.7K - $57.9K
|
27.4K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.22K- 2.24% |
$69K - $75.9K
|
53.1K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.29K- 13.65% |
$73.4K - $80.7K
|
8.17K
$528K
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.84K- 2.72% |
$105K - $115K
|
65.9K
$4.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.85K- 12.02% |
$162K - $178K
|
20.8K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 1.58% |
$163K - $179K
|
179K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.11K- 7.47% |
$177K - $194K
|
38.5K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.14K- 9.42% |
$178K - $196K
|
30.2K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-3.17K- 31.24% |
$180K - $198K
|
6.98K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.55K- 0.39% |
$202K - $222K
|
898K
$58M
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-4.53K- 19.88% |
$257K - $283K
|
18.3K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.66K- 13.03% |
$265K - $291K
|
31.1K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.83K- 15.79% |
$274K - $301K
|
25.7K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.75K- 5.23% |
$384K - $421K
|
122K
$7.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.87K- 7.66% |
$447K - $491K
|
94.9K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 27.35% |
$589K - $647K
|
27.5K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.5K- 3.37% |
$653K - $718K
|
330K
$21.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-19.9K- 3.99% |
$1.13M - $1.24M
|
478K
$30.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-21.3K- 45.92% |
$1.21M - $1.33M
|
25K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-54.4K- 52.64% |
$3.09M - $3.4M
|
49K
$3.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-193K- 65.9% |
$10.9M - $12M
|
99.6K
$6.43M
|