Purchases and Sales Made in Q2 2022 in Wisdomtree U.S. Midcap Fund (EZM)
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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.03% |
$181 - $220
|
13.7K
$845K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3+ 0.58% |
$135 - $165
|
522
$32.2K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.38% |
$90.3 - $110
|
522
$32.2K
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.68% |
$45.2 - $55.1
|
149
$9.19K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28- 0.6% |
$1.26K - $1.54K
|
4.66K
$288K
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-35Closed |
$1.58K - $1.93K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-38- 92.68% |
$1.72K - $2.09K
|
3
$185
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-45- 50.0% |
$2.03K - $2.48K
|
45
$2.78K
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-48- 0.55% |
$2.17K - $2.65K
|
8.64K
$533K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-48- 0.93% |
$2.17K - $2.65K
|
5.11K
$315K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-68- 0.67% |
$3.07K - $3.75K
|
10.1K
$620K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-90- 0.31% |
$4.06K - $4.96K
|
28.7K
$1.77M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 1.19% |
$4.52K - $5.51K
|
8.28K
$511K
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-100- 0.2% |
$4.52K - $5.51K
|
50.9K
$3.14M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-129- 8.33% |
$5.82K - $7.11K
|
1.42K
$87.6K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-155- 0.53% |
$7K - $8.54K
|
29.1K
$1.79M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-172Closed |
$7.77K - $9.48K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-187- 0.74% |
$8.44K - $10.3K
|
25.2K
$1.55M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-227- 0.15% |
$10.2K - $12.5K
|
153K
$9.47M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-311Closed |
$14K - $17.1K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-338- 0.51% |
$15.3K - $18.6K
|
66K
$4.07M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-497- 5.7% |
$22.4K - $27.4K
|
8.22K
$507K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-540Closed |
$24.4K - $29.8K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-617- 13.41% |
$27.9K - $34K
|
3.98K
$246K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-654Closed |
$29.5K - $36K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-700Closed |
$31.6K - $38.6K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-700- 16.53% |
$31.6K - $38.6K
|
3.54K
$218K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-862- 9.07% |
$38.9K - $47.5K
|
8.65K
$533K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-930Closed |
$42K - $51.3K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.1K- 15.61% |
$49.6K - $60.5K
|
5.94K
$366K
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.14K- 4.59% |
$51.5K - $62.9K
|
23.7K
$1.46M
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.3K- 6.59% |
$58.6K - $71.5K
|
18.4K
$1.13M
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.78K- 0.39% |
$80.5K - $98.2K
|
460K
$28.4M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.81K- 1.09% |
$81.6K - $99.6K
|
164K
$10.1M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.88K- 16.24% |
$84.7K - $103K
|
9.67K
$597K
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.92K- 97.37% |
$86.9K - $106K
|
52
$3.21K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.06K- 95.05% |
$92.8K - $113K
|
107
$6.6K
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.13K- 2.6% |
$95.9K - $117K
|
79.6K
$4.91M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.43K- 3.83% |
$110K - $134K
|
60.9K
$3.76M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.52KClosed |
$114K - $139K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-2.91K- 28.38% |
$131K - $160K
|
7.35K
$453K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.06KClosed |
$138K - $168K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.74KClosed |
$169K - $206K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-3.99KClosed |
$180K - $220K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.06K- 2.38% |
$183K - $224K
|
166K
$10.2M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.07KClosed |
$184K - $224K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4.27KClosed |
$193K - $235K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.35KClosed |
$196K - $239K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.44KClosed |
$201K - $245K
|
0
$0
|