Purchases and Sales Made in Q2 2024 in Wisdomtree U.S. Midcap Fund (EZM)

EZM Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q2 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
Aug 14, 2024 Q2 2024
Jane Street Group, LLC

New York, NY
BUY
 -
19.8K
+ 184.94%
$1.12M - $1.2M
30.6K $1.98M
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
19.5K
+ 4.13%
$1.1M - $1.18M
492K $31.9M
Aug 12, 2024 Q2 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
16.6K
New
$941K - $1.01M
16.6K $1.08M
Aug 12, 2024 Q2 2024
Ieq Capital, LLC

BUY
 -
12K
+ 6.21%
$679K - $727K
205K $13.3M
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
11.1K
+ 6.59%
$630K - $675K
180K $11.7M
Aug 13, 2024 Q2 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
9.83K
+ 3.65%
$556K - $596K
279K $18.1M
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
6.98K
+ 100.0%
$395K - $423K
14K $904K
Aug 13, 2024 Q2 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
6.93K
+ 9.62%
$392K - $420K
79K $5.12M
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
5.62K
+ 152.79%
$318K - $341K
9.3K $603K
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
4.77K
+ 1.05%
$270K - $289K
459K $29.7M
Aug 12, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
4.58K
+ 5.95%
$259K - $278K
81.5K $5.29M
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
4.19K
New
$237K - $254K
4.19K $272K
Aug 12, 2024 Q2 2024
Hrt Financial LP

New York, NY
BUY
 -
3.93K
New
$222K - $238K
3.93K $254K
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
3.8K
New
$215K - $230K
3.8K $246K
Aug 13, 2024 Q2 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
3.54K
+ 1.05%
$200K - $215K
341K $22.1M
Jul 26, 2024 Q2 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
3.17K
+ 4.52%
$179K - $192K
73.2K $4.74M
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
3.01K
+ 7.79%
$170K - $182K
41.6K $2.7M
Aug 02, 2024 Q2 2024
Consolidated Planning Corp

Atlanta, GA
BUY
 -
2.83K
+ 1.89%
$160K - $171K
153K $9.9M
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
2K
+ 5.74%
$113K - $121K
36.8K $2.38M
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.64K
+ 2.17%
$93K - $99.6K
77.5K $5.02M
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
1.28K
+ 142.68%
$72.2K - $77.4K
2.17K $141K
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
1.21K
+ 1.2%
$68.2K - $73K
102K $6.6M
Aug 13, 2024 Q2 2024
Team Financial Group, LLC

Temecula, CA
BUY
 -
1.15K
+ 5.29%
$64.8K - $69.4K
22.8K $1.48M
Jul 22, 2024 Q2 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1.07K
New
$60.3K - $64.6K
1.07K $69.1K
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
824
+ 9.54%
$46.6K - $49.9K
9.47K $614K
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
821
+ 3.35%
$46.4K - $49.8K
25.3K $1.64M
Jul 23, 2024 Q2 2024
New Square Capital LLC

BUY
 -
775
+ 2.26%
$43.8K - $47K
35K $2.27M
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
709
+ 7.32%
$40.1K - $43K
10.4K $674K
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
559
+ 0.19%
$31.6K - $33.9K
292K $18.9M
Jul 16, 2024 Q2 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
555
+ 10.95%
$31.4K - $33.6K
5.63K $365K
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
217
+ 3.05%
$12.3K - $13.2K
7.34K $476K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
214
New
$12.1K - $13K
214 $13.9K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
211
New
$11.9K - $12.8K
211 $13.7K
Aug 14, 2024 Q2 2024
New Republic Capital, LLC

Charlotte, NC
BUY
 -
211
New
$11.9K - $12.8K
211 $13.7K
Aug 02, 2024 Q2 2024
Howard Wealth Management, LLC

Madison, CT
BUY
 -
180
+ 4.53%
$10.2K - $10.9K
4.15K $269K
Aug 09, 2024 Q2 2024
L & S Advisors Inc

Los Angeles, CA
BUY
 -
140
+ 0.63%
$7.92K - $8.48K
22.2K $1.44M
Aug 12, 2024 Q2 2024
Blue Chip Wealth Advisors LLC

Milton, GA
BUY
 -
103
+ 2.22%
$5.83K - $6.24K
4.75K $308K
Aug 14, 2024 Q2 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
100
New
$5.66K - $6.06K
100 $6.48K
Jul 31, 2024 Q2 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
85
New
$4.81K - $5.15K
85 $5.51K
Aug 09, 2024 Q2 2024
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
58
+ 0.33%
$3.28K - $3.51K
17.4K $1.13M
Jul 09, 2024 Q2 2024
Cva Family Office, LLC

BUY
 -
43
+ 0.53%
$2.43K - $2.61K
8.09K $524K
Aug 14, 2024 Q2 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
38
+ 0.98%
$2.15K - $2.3K
3.9K $253K
Aug 02, 2024 Q2 2024
Unionview, LLC

Seattle, WA
BUY
 -
21
+ 0.34%
$1.19K - $1.27K
6.24K $405K
Aug 13, 2024 Q2 2024
Centric Wealth Management

BUY
 -
20
+ 0.28%
$1.13K - $1.21K
7.21K $467K
Aug 13, 2024 Q2 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
19
+ 79.17%
$1.07K - $1.15K
43 $2.79K
Jul 25, 2024 Q2 2024
Capital Management Corp

BUY
 -
18
+ 0.41%
$1.02K - $1.09K
4.38K $284K
Jul 31, 2024 Q2 2024
Chicago Partners Investment Group LLC

BUY
 -
13
+ 0.33%
$735 - $788
3.99K $258K
Jul 31, 2024 Q2 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
10
+ 0.31%
$566 - $606
3.19K $207K
Aug 14, 2024 Q2 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
2
+ 0.31%
$113 - $121
655 $42.5K

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