Purchases and Sales Made in Q1 2024 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.02% |
$111 - $122
|
10.6K
$652K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$111 - $122
|
4.91K
$303K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$55.3 - $61
|
1
$61.7
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 0.88% |
$55.3 - $61
|
114
$7.03K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.31% |
$55.3 - $61
|
328
$20.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
SELL
|
- |
-9- 0.21% |
$497 - $549
|
4.37K
$269K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-19- 44.19% |
$1.05K - $1.16K
|
24
$1.48K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-27- 0.73% |
$1.49K - $1.65K
|
3.68K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-57- 12.64% |
$3.15K - $3.48K
|
394
$24.3K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-66- 1.04% |
$3.65K - $4.03K
|
6.25K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-113- 0.59% |
$6.24K - $6.9K
|
19.1K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-144- 0.63% |
$7.96K - $8.79K
|
22.8K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-155- 2.65% |
$8.56K - $9.46K
|
5.71K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-177- 21.33% |
$9.78K - $10.8K
|
653
$40.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-214- 2.16% |
$11.8K - $13.1K
|
9.69K
$598K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-247- 6.93% |
$13.6K - $15.1K
|
3.32K
$205K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-250- 2.93% |
$13.8K - $15.3K
|
8.29K
$512K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-301- 0.77% |
$16.6K - $18.4K
|
38.6K
$2.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-312- 2.13% |
$17.2K - $19K
|
14.3K
$883K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-363- 4.8% |
$20.1K - $22.2K
|
7.21K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-427- 15.22% |
$23.6K - $26.1K
|
2.38K
$147K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-471- 1.64% |
$26K - $28.7K
|
28.3K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-502- 9.01% |
$27.7K - $30.6K
|
5.07K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-553- 12.53% |
$30.6K - $33.7K
|
3.86K
$238K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-639- 11.31% |
$35.3K - $39K
|
5.01K
$309K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-740- 1.63% |
$40.9K - $45.2K
|
44.7K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-781- 2.13% |
$43.2K - $47.7K
|
35.9K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-891- 6.5% |
$49.2K - $54.4K
|
12.8K
$791K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 12.38% |
$55.3K - $61K
|
7.08K
$437K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.03K- 1.31% |
$56.9K - $62.9K
|
77.7K
$4.79M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.09K- 5.35% |
$60.2K - $66.5K
|
19.3K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.42K- 2.99% |
$78.7K - $86.9K
|
46.2K
$2.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.48K- 15.58% |
$82K - $90.6K
|
8.04K
$496K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.34K- 9.64% |
$129K - $143K
|
21.9K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.55K- 5.28% |
$141K - $156K
|
45.7K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.59K- 5.0% |
$198K - $219K
|
68.2K
$4.21M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.67K- 7.14% |
$202K - $224K
|
47.6K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-4.08K- 19.0% |
$225K - $249K
|
17.4K
$1.07M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.77K- 1.04% |
$263K - $291K
|
454K
$28M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.27K- 43.59% |
$401K - $443K
|
9.4K
$580K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.76K- 6.09% |
$484K - $535K
|
135K
$8.34M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.9K- 6.51% |
$711K - $785K
|
185K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.6K- 2.53% |
$750K - $828K
|
523K
$32.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-14.6K- 16.13% |
$807K - $891K
|
75.9K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.8K- 18.13% |
$928K - $1.02M
|
75.8K
$4.68M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.1K- 5.05% |
$1.33M - $1.47M
|
454K
$28M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.1K- 5.05% |
$1.33M - $1.47M
|
454K
$28M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-25K- 6.9% |
$1.38M - $1.53M
|
337K
$20.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.2K- 2.86% |
$1.78M - $1.97M
|
1.09M
$67.5M
|