Purchases and Sales Made in Q3 2023 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 Q3 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
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
262K
+ 35.15%
$13.1M - $14.5M
1.01M $65.3M
Oct 30, 2023 Q3 2023
Win Advisors, Inc

BUY
 -
228K
New
$11.4M - $12.6M
228K $14.8M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
76.9K
+ 1191.28%
$3.84M - $4.27M
83.4K $5.41M
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
62.8K
+ 109.51%
$3.13M - $3.48M
120K $7.79M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
36.2K
+ 70.17%
$1.81M - $2.01M
87.8K $5.69M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
34.7K
+ 15.89%
$1.73M - $1.92M
253K $16.4M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
30.1K
+ 8.41%
$1.5M - $1.67M
387K $25.1M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
17.8K
New
$888K - $988K
17.8K $1.15M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
14.8K
New
$739K - $822K
14.8K $960K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
13.4K
+ 3.18%
$668K - $743K
435K $28.2M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
9.69K
+ 17.15%
$483K - $538K
66.2K $4.29M
Nov 08, 2023 Q3 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
8.46K
+ 6.58%
$422K - $469K
137K $8.89M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
7.37K
+ 5.85%
$368K - $409K
133K $8.65M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
7.02K
New
$350K - $389K
7.02K $455K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
6.59K
+ 80.72%
$329K - $366K
14.8K $957K
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
5.66K
New
$283K - $314K
5.66K $367K
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
5.16K
New
$257K - $286K
5.16K $334K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
4.71K
+ 4.09%
$235K - $261K
120K $7.77M
Aug 08, 2024 Q3 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
4.08K
+ 23.46%
$203K - $226K
21.5K $1.39M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
3.99K
New
$199K - $221K
3.99K $258K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
3.77K
+ 1684.38%
$188K - $209K
4K $259K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.1K
+ 1.55%
$155K - $172K
204K $13.2M
Oct 17, 2023 Q3 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
2.7K
+ 3.11%
$135K - $150K
89.6K $5.81M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
2.37K
New
$118K - $131K
2.37K $154K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
2.01K
New
$100K - $111K
2.01K $130K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.69K
+ 16.71%
$84.3K - $93.7K
11.8K $765K
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.5K
+ 3.91%
$74.7K - $83.1K
39.8K $2.58M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.47K
+ 1.27%
$73.1K - $81.2K
117K $7.56M
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
1.06K
+ 1.93%
$53.1K - $59K
56.3K $3.65M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
985
+ 2.53%
$49.1K - $54.6K
39.9K $2.58M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
866
+ 3.07%
$43.2K - $48K
29.1K $1.89M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
643
New
$32.1K - $35.7K
643 $41.7K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
620
+ 0.5%
$30.9K - $34.4K
125K $8.13M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
421
+ 8.65%
$21K - $23.3K
5.29K $343K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
286
New
$14.3K - $15.9K
286 $18.5K
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
115
+ 0.36%
$5.74K - $6.38K
32K $2.07M
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
113
New
$5.64K - $6.27K
113 $7.33K
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

BUY
 -
42
+ 0.35%
$2.09K - $2.33K
12K $778K
Oct 10, 2023 Q3 2023
Lbj Family Wealth Advisors, Ltd.

BUY
 -
29
+ 0.27%
$1.45K - $1.61K
10.6K $687K
Oct 30, 2023 Q3 2023
Unionview, LLC

Seattle, WA
BUY
 -
22
+ 0.36%
$1.1K - $1.22K
6.18K $401K
Nov 03, 2023 Q3 2023
Centric Wealth Management

BUY
 -
21
+ 0.29%
$1.05K - $1.16K
7.15K $463K
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
11
+ 0.35%
$549 - $610
3.16K $205K
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
7
New
$349 - $388
7 $454
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

BUY
 -
3
+ 0.02%
$150 - $166
13.7K $889K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
3
+ 0.06%
$150 - $166
4.9K $318K
Oct 30, 2023 Q3 2023
Capital Management Corp

BUY
 -
3
+ 0.07%
$150 - $166
4.34K $281K
Nov 14, 2023 Q3 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
2
+ 0.02%
$99.8 - $111
10.6K $684K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 0.31%
$49.9 - $55.5
326 $21.1K
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

BUY
 -
1
+ 0.19%
$49.9 - $55.5
531 $34.4K

Track Institutional and Insider Activities on EZM

Follow WISDOMTREE U.S. MIDCAP FUND and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells EZM shares.

Notify only if

Insider Trading

Get notified when an Wisdomtree U.S. Midcap Fund insider buys or sells EZM shares.

Notify only if

News

Receive news related to WISDOMTREE U.S. MIDCAP FUND

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on EZM