Purchases and Sales Made in Q4 2022 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q4 2022. 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 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
89.9KNew |
$4.07M - $4.68M
|
89.9K
$5.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
72.4K+ 10.17% |
$3.28M - $3.77M
|
784K
$48.4M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.2K+ 20.67% |
$1.55M - $1.78M
|
199K
$12.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
26.3KNew |
$1.19M - $1.37M
|
26.3K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.7K+ 19.09% |
$1.03M - $1.18M
|
142K
$8.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.2K+ 109.53% |
$1M - $1.15M
|
42.4K
$2.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
21.9K+ 6.67% |
$994K - $1.14M
|
351K
$21.7M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
15.5KNew |
$701K - $805K
|
15.5K
$955K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12.4KNew |
$564K - $648K
|
12.4K
$768K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.7KNew |
$529K - $607K
|
11.7K
$720K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.59K+ 5.81% |
$434K - $499K
|
175K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.4KNew |
$425K - $489K
|
9.4K
$580K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
8.05KNew |
$365K - $419K
|
8.05K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
7.67K+ 1.7% |
$347K - $399K
|
459K
$28.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.37K+ 151.61% |
$333K - $383K
|
12.2K
$754K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.93K+ 3.71% |
$268K - $308K
|
166K
$10.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.02K+ 3.24% |
$227K - $261K
|
160K
$9.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.71K+ 11.56% |
$213K - $245K
|
45.4K
$2.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.6K+ 4.62% |
$208K - $239K
|
104K
$6.43M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.48KNew |
$203K - $233K
|
4.48K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$200K - $229K
|
4.41K
$272K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.33K+ 4.28% |
$196K - $225K
|
106K
$6.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.17KNew |
$189K - $217K
|
4.17K
$257K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.91K+ 5.92% |
$177K - $203K
|
69.9K
$4.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.64K+ 2.99% |
$165K - $190K
|
125K
$7.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.51K+ 66.6% |
$114K - $131K
|
6.28K
$388K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.01KNew |
$91K - $105K
|
2.01K
$124K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.01KNew |
$91K - $105K
|
2.01K
$124K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.77K+ 1.15% |
$80.2K - $92.2K
|
155K
$9.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.65KNew |
$74.5K - $85.6K
|
1.65K
$102K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.58K+ 18.85% |
$71.4K - $82K
|
9.94K
$613K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1.49K+ 18.47% |
$67.2K - $77.3K
|
9.53K
$588K
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.22K+ 1.1% |
$55.4K - $63.7K
|
112K
$6.94M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.13K+ 0.29% |
$51.3K - $58.9K
|
387K
$23.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.09KNew |
$49.4K - $56.8K
|
1.09K
$67.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08K+ 0.23% |
$48.7K - $55.9K
|
475K
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.07K+ 1.69% |
$48.5K - $55.8K
|
64.3K
$3.97M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
925+ 3.16% |
$41.9K - $48.1K
|
30.2K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
900New |
$40.8K - $46.8K
|
900
$55.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
838+ 3.08% |
$37.9K - $43.6K
|
28.1K
$1.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
764+ 5.67% |
$34.6K - $39.8K
|
14.2K
$878K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
730+ 15.68% |
$33.1K - $38K
|
5.39K
$332K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
632New |
$28.6K - $32.9K
|
632
$39K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
612+ 1.06% |
$27.7K - $31.8K
|
58.3K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
600New |
$27.2K - $31.2K
|
600
$37K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
555New |
$25.1K - $28.9K
|
555
$34.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
312+ 0.25% |
$14.1K - $16.2K
|
124K
$7.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
297New |
$13.4K - $15.5K
|
297
$18.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
281New |
$12.7K - $14.6K
|
281
$17.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
225New |
$10.2K - $11.7K
|
225
$13.9K
|