Purchases and Sales Made in Q2 2022 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 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
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
159K
+ 437.83%
$7.19M - $8.78M
196K $12.1M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
58.4K
+ 9.99%
$2.64M - $3.22M
643K $39.7M
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
49.7K
+ 246.41%
$2.25M - $2.74M
69.9K $4.31M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
43.7K
+ 4.82%
$1.98M - $2.41M
951K $58.7M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
32.1K
+ 26.06%
$1.45M - $1.77M
155K $9.57M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
24.5K
New
$1.11M - $1.35M
24.5K $1.51M
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
23.1K
+ 541.09%
$1.04M - $1.27M
27.3K $1.69M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
19.4K
+ 83.19%
$877K - $1.07M
42.8K $2.64M
Jul 18, 2022 Q2 2022
Davenport & CO LLC

BUY
 -
15.1K
+ 5.22%
$682K - $833K
305K $18.8M
Aug 15, 2022 Q2 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
12.5K
+ 46.74%
$565K - $689K
39.3K $2.42M
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
9.62K
New
$434K - $530K
9.62K $593K
Aug 08, 2022 Q2 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
8.67K
New
$391K - $478K
8.67K $535K
Aug 09, 2022 Q2 2022
Central Trust CO

Jefferson City, MO
BUY
 -
7.28K
+ 8.06%
$329K - $401K
97.6K $6.02M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
6.98K
New
$315K - $384K
6.98K $430K
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
6.68K
+ 7.31%
$302K - $368K
98.1K $6.05M
Aug 15, 2022 Q2 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
5.86K
+ 17.16%
$265K - $323K
40K $2.47M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
4.82K
New
$218K - $266K
4.82K $297K
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
4.77K
New
$215K - $263K
4.77K $294K
Aug 10, 2022 Q2 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
4.57K
+ 12.31%
$206K - $252K
41.7K $2.57M
Aug 12, 2022 Q2 2022
Consolidated Planning Corp

Atlanta, GA
BUY
 -
4.29K
+ 4.01%
$193K - $236K
111K $6.85M
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
3.18K
New
$144K - $175K
3.18K $196K
Aug 11, 2022 Q2 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
2.04K
+ 8.15%
$92.2K - $112K
27.1K $1.67M
Aug 16, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
1.93K
+ 4495.35%
$87.3K - $107K
1.98K $122K
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.75K
+ 3.22%
$78.9K - $96.3K
56.1K $3.46M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.46K
+ 5.98%
$65.7K - $80.2K
25.8K $1.59M
Aug 19, 2022 Q2 2022
Horizons Wealth Management

Asheville, NC
BUY
 -
1.4K
New
$63K - $76.9K
1.4K $86.1K
Aug 01, 2022 Q2 2022
Us Bancorp \De\

BUY
 -
1.25K
+ 744.05%
$56.4K - $68.9K
1.42K $87.5K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
573
+ 12.82%
$25.9K - $31.6K
5.04K $311K
Jul 26, 2022 Q2 2022
New Square Capital LLC

BUY
 -
570
+ 2.69%
$25.7K - $31.4K
21.8K $1.34M
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
559
+ 17.41%
$25.2K - $30.8K
3.77K $233K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
466
+ 0.56%
$21K - $25.7K
83.3K $5.14M
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
425
+ 7.0%
$19.2K - $23.4K
6.5K $401K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
418
New
$18.9K - $23K
418 $25.8K
Aug 11, 2022 Q2 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
360
+ 5.93%
$16.3K - $19.8K
6.43K $397K
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
342
+ 3.72%
$15.4K - $18.8K
9.54K $589K
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
290
+ 85.29%
$13.1K - $16K
630 $38.9K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
200
New
$9.03K - $11K
200 $12.3K
Aug 10, 2022 Q2 2022
Vicus Capital

State College, PA
BUY
 -
170
+ 1.2%
$7.68K - $9.37K
14.3K $884K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
116
+ 3.46%
$5.24K - $6.39K
3.47K $214K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
111
New
$5.01K - $6.12K
111 $6.85K
Jul 11, 2022 Q2 2022
Cva Family Office, LLC

BUY
 -
99
+ 1.69%
$4.47K - $5.46K
5.96K $368K
Aug 07, 2024 Q2 2022
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
83
+ 0.4%
$3.75K - $4.57K
21.1K $1.3M
Jul 21, 2022 Q2 2022
Aurora Private Wealth, Inc.

BUY
 -
48
+ 0.41%
$2.17K - $2.65K
11.8K $727K
Jul 06, 2022 Q2 2022
Lbj Family Wealth Advisors, Ltd.

BUY
 -
40
+ 0.39%
$1.81K - $2.2K
10.4K $643K
Aug 09, 2022 Q2 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
38
New
$1.72K - $2.09K
38 $2.34K
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
36
+ 211.76%
$1.63K - $1.98K
53 $3.27K
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
18
+ 0.36%
$813 - $992
5.06K $312K
Aug 10, 2022 Q2 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
12
+ 0.39%
$542 - $661
3.1K $191K
Aug 01, 2022 Q2 2022
Ellis Investment Partners, LLC

BUY
 -
8
+ 0.4%
$361 - $441
2.03K $125K

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