Purchases and Sales Made in Q4 2023 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
362KNew |
$17M - $21M
|
362K
$23.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
289K+ 247.9% |
$13.6M - $16.8M
|
406K
$26.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
132K+ 2044.92% |
$6.19M - $7.64M
|
138K
$8.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
119K+ 11.86% |
$5.62M - $6.93M
|
1.13M
$72.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
40.4K+ 10.43% |
$1.9M - $2.34M
|
428K
$27.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
21.5KNew |
$1.01M - $1.24M
|
21.5K
$1.38M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
20.9KNew |
$984K - $1.21M
|
20.9K
$1.35M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.4K+ 4.22% |
$911K - $1.12M
|
478K
$30.8M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.4K+ 15.32% |
$863K - $1.06M
|
138K
$8.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.6K+ 21.91% |
$783K - $965K
|
92.6K
$5.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$773K - $954K
|
16.4K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.7K+ 5.8% |
$689K - $850K
|
268K
$17.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14.5K+ 10.89% |
$684K - $843K
|
148K
$9.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.9K+ 51.84% |
$654K - $806K
|
40.7K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.5K+ 223.03% |
$541K - $667K
|
16.7K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.46K+ 80.15% |
$445K - $549K
|
21.3K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
7.74K+ 5.65% |
$364K - $449K
|
145K
$9.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.11K+ 5.1% |
$287K - $354K
|
126K
$8.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
5.69K+ 3.85% |
$268K - $330K
|
153K
$9.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.62K+ 19.31% |
$264K - $326K
|
34.7K
$2.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.1KNew |
$240K - $296K
|
5.1K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.02K+ 12.6% |
$236K - $291K
|
44.9K
$2.89M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.64KNew |
$218K - $269K
|
4.64K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.14KNew |
$194K - $240K
|
4.14K
$267K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.96KNew |
$186K - $230K
|
3.96K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.84KNew |
$180K - $222K
|
3.84K
$247K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.68KNew |
$173K - $214K
|
3.68K
$238K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.56KNew |
$167K - $207K
|
3.56K
$230K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.52KNew |
$165K - $204K
|
3.52K
$227K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.5KNew |
$165K - $203K
|
3.5K
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.17K+ 1.67% |
$149K - $184K
|
193K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.86K+ 16.03% |
$134K - $166K
|
20.7K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.95K+ 5.28% |
$91.7K - $113K
|
38.9K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.69K+ 2.42% |
$79.6K - $98.2K
|
71.8K
$4.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.58K+ 28.1% |
$74.1K - $91.4K
|
7.19K
$463K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.45K+ 2.19% |
$68.1K - $84K
|
67.6K
$4.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.22KNew |
$57.3K - $70.6K
|
1.22K
$78.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
967+ 1.08% |
$45.5K - $56.1K
|
90.5K
$5.84M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
830New |
$39K - $48.1K
|
830
$53.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
821+ 14.23% |
$38.6K - $47.6K
|
6.59K
$425K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
580New |
$27.3K - $33.6K
|
580
$37.4K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
555New |
$26.1K - $32.2K
|
555
$35.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
438+ 0.09% |
$20.6K - $25.4K
|
478K
$30.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
267+ 1.11% |
$12.6K - $15.5K
|
24.3K
$1.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
245+ 0.86% |
$11.5K - $14.2K
|
28.8K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 5.09% |
$9.4K - $11.6K
|
4.13K
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
150+ 1.34% |
$7.05K - $8.7K
|
11.3K
$730K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
150New |
$7.05K - $8.7K
|
150
$9.67K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
46+ 0.38% |
$2.16K - $2.67K
|
12K
$777K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
45New |
$2.12K - $2.61K
|
45
$2.9K
|