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 01, 2024
Q4 2023
|
Capital Management Corp
|
BUY
|
- |
37+ 0.85% |
$1.74K - $2.15K
|
4.37K
$284K
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
31+ 0.29% |
$1.46K - $1.8K
|
10.6K
$689K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
26+ 0.36% |
$1.22K - $1.51K
|
7.17K
$465K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
24+ 0.39% |
$1.13K - $1.39K
|
6.21K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12+ 0.38% |
$564 - $696
|
3.17K
$205K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5+ 0.05% |
$235 - $290
|
9.91K
$642K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.03% |
$188 - $232
|
13.7K
$889K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$94 - $116
|
4.9K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.02% |
$94 - $116
|
10.6K
$685K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.7% |
$94 - $116
|
288
$18.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 1.8% |
$94 - $116
|
113
$7.33K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.31% |
$47 - $58
|
327
$21.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 2.29% |
$987 - $1.22K
|
895
$58K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-35- 0.07% |
$1.65K - $2.03K
|
47.6K
$3.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-43- 0.19% |
$2.02K - $2.49K
|
22.9K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-73- 1.14% |
$3.43K - $4.23K
|
6.32K
$409K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-92- 1.62% |
$4.32K - $5.33K
|
5.57K
$361K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-100- 2.46% |
$4.7K - $5.8K
|
3.97K
$257K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-162- 11.61% |
$7.62K - $9.39K
|
1.23K
$79.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-280- 1.14% |
$13.2K - $16.2K
|
24.2K
$1.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-320- 5.43% |
$15K - $18.6K
|
5.58K
$362K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-429- 2.06% |
$20.2K - $24.9K
|
20.4K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-430- 2.86% |
$20.2K - $24.9K
|
14.6K
$949K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-615- 9.5% |
$28.9K - $35.7K
|
5.86K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-838- 0.67% |
$39.4K - $48.6K
|
125K
$8.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.16K- 17.0% |
$54.4K - $67.1K
|
5.65K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.19K- 29.8% |
$56K - $69.1K
|
2.81K
$182K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.49K- 1.86% |
$70.2K - $86.6K
|
78.7K
$5.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.52K- 3.23% |
$71.3K - $87.9K
|
45.5K
$2.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.58K- 29.89% |
$74.3K - $91.6K
|
3.71K
$240K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.63K- 9.04% |
$76.7K - $94.6K
|
16.4K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.68K- 8.04% |
$78.8K - $97.2K
|
19.2K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.02K- 5.66% |
$95.1K - $117K
|
33.7K
$2.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.06K- 21.42% |
$97K - $120K
|
7.57K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.33K- 9.62% |
$110K - $135K
|
21.9K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.15K- 7.91% |
$148K - $183K
|
36.7K
$2.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-3.36K- 22.68% |
$158K - $195K
|
11.5K
$743K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.96K- 8.81% |
$233K - $287K
|
51.3K
$3.33M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-5.64K- 17.63% |
$265K - $327K
|
26.4K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.92K- 2.91% |
$278K - $343K
|
198K
$12.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.92K- 12.53% |
$325K - $401K
|
48.3K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.58K- 5.0% |
$356K - $439K
|
144K
$9.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.98K- 9.09% |
$375K - $463K
|
79.8K
$5.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13.9K- 96.85% |
$651K - $803K
|
451
$29.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.3K- 10.69% |
$673K - $830K
|
120K
$7.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.4K- 4.7% |
$960K - $1.18M
|
414K
$26.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-20.7K- 11.63% |
$973K - $1.2M
|
157K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-26.2K- 4.65% |
$1.23M - $1.52M
|
537K
$34.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-50.8K- 60.94% |
$2.39M - $2.95M
|
32.6K
$2.11M
|