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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.45KClosed |
$201K - $245K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.5KClosed |
$203K - $248K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.94K- 30.69% |
$223K - $272K
|
11.1K
$688K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.94KClosed |
$223K - $272K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.25K- 45.2% |
$237K - $290K
|
6.37K
$393K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.48K- 52.34% |
$292K - $357K
|
5.9K
$364K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.34K- 59.32% |
$331K - $404K
|
5.03K
$311K
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.38K- 4.84% |
$333K - $406K
|
145K
$8.95M
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-10.2KClosed |
$460K - $561K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.4K- 27.96% |
$470K - $574K
|
26.8K
$1.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11KClosed |
$495K - $604K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-12.3K- 64.54% |
$556K - $679K
|
6.77K
$418K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.1K- 6.07% |
$591K - $721K
|
202K
$12.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-15.1K- 2.17% |
$683K - $834K
|
683K
$42.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-17.2KClosed |
$778K - $950K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-19.3KClosed |
$873K - $1.07M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-24.5KClosed |
$1.11M - $1.35M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.7K- 30.61% |
$1.79M - $2.19M
|
89.9K
$5.55M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-44.9K- 5.95% |
$2.03M - $2.48M
|
710K
$43.8M
|
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-71.2K- 22.56% |
$3.21M - $3.92M
|
244K
$15.1M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.2K- 10.67% |
$3.21M - $3.92M
|
596K
$36.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.2K- 10.67% |
$3.21M - $3.92M
|
596K
$36.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-517K- 80.3% |
$23.4M - $28.5M
|
127K
$7.83M
|