Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 08, 2022 Q4 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
165
+ 0.67%
$8.68K - $9.41K
24.8K $1.53M
Feb 14, 2022 Q4 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
155
+ 1.14%
$8.16K - $8.84K
13.7K $847K
Feb 14, 2022 Q4 2021
Tilia Fiduciary Partners, Inc.

BUY
 -
148
New
$7.79K - $8.44K
148 $9.13K
Feb 02, 2022 Q4 2021
Aurora Private Wealth, Inc.

BUY
 -
130
+ 1.12%
$6.84K - $7.41K
11.7K $722K
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
93
+ 3.01%
$4.89K - $5.3K
3.18K $196K
Jan 12, 2022 Q4 2021
Lbj Family Wealth Advisors, Ltd.

BUY
 -
84
+ 0.8%
$4.42K - $4.79K
10.6K $653K
Feb 14, 2022 Q4 2021
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
35
New
$1.84K - $2K
35 $2.16K
Jan 27, 2022 Q4 2021
Centric Wealth Management

BUY
 -
13
+ 0.15%
$684 - $741
8.67K $535K
Feb 09, 2022 Q4 2021
Montag A & Associates Inc

Atlanta, GA
BUY
 -
7
+ 0.23%
$368 - $399
3.08K $190K
Feb 01, 2022 Q4 2021
Centaurus Financial, Inc.

BUY
 -
6
+ 0.24%
$316 - $342
2.52K $155K
Feb 03, 2022 Q4 2021
Northwestern Mutual Wealth Management CO

BUY
 -
4
+ 0.05%
$210 - $228
8.6K $531K
Jan 21, 2022 Q4 2021
Institute For Wealth Management, Llc.

BUY
 -
2
+ 0.01%
$105 - $114
13.7K $844K
Feb 09, 2022 Q4 2021
Retirement Group, LLC

BUY
 -
2
+ 0.39%
$105 - $114
519 $32K
Feb 09, 2022 Q4 2021
First Horizon Advisors, Inc.

BUY
 -
1
+ 0.16%
$52.6 - $57
614 $37.9K
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 27, 2022 Q4 2021
Investors Research Corp

SELL
 -
-19
- 0.07%
$1K - $1.08K
26.2K $1.62M
Jan 18, 2022 Q4 2021
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-36
- 0.84%
$1.89K - $2.05K
4.27K $263K
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-59
Closed
$3.1K - $3.36K
0 $0
Feb 07, 2022 Q4 2021
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-62
- 1.47%
$3.26K - $3.54K
4.15K $256K
Jan 24, 2022 Q4 2021
Jackson, Grant Investment Advisers, Inc.

SELL
 -
-81
Closed
$4.26K - $4.62K
0 $0
Feb 11, 2022 Q4 2021
Meeder Asset Management Inc

SELL
 -
-122
- 1.23%
$6.42K - $6.96K
9.82K $606K
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-150
Closed
$7.89K - $8.55K
0 $0
Jan 31, 2022 Q4 2021
Commonwealth Equity Services, LLC

SELL
 -
-153
- 0.52%
$8.05K - $8.73K
29.5K $1.82M
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-178
- 1.49%
$9.37K - $10.2K
11.8K $727K
Feb 14, 2022 Q4 2021
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-186
- 3.98%
$9.79K - $10.6K
4.49K $277K
Jan 27, 2022 Q4 2021
Oxler Private Wealth LLC

New York, NY
SELL
 -
-219
- 0.82%
$11.5K - $12.5K
26.4K $1.63M
Feb 10, 2022 Q4 2021
Pacific Sun Financial Corp

SELL
 -
-250
- 2.15%
$13.2K - $14.3K
11.4K $702K
Feb 14, 2022 Q4 2021
Cornerstone Wealth Management, LLC

SELL
 -
-317
- 5.63%
$16.7K - $18.1K
5.32K $328K
Jan 19, 2022 Q4 2021
Advisor Net Financial, Inc

SELL
 -
-332
- 16.54%
$17.5K - $18.9K
1.68K $103K
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-383
Closed
$20.2K - $21.8K
0 $0
Jan 18, 2022 Q4 2021
Tnf LLC

SELL
 -
-412
- 3.87%
$21.7K - $23.5K
10.2K $632K
Feb 10, 2022 Q4 2021
Vicus Capital

State College, PA
SELL
 -
-437
- 3.1%
$23K - $24.9K
13.7K $843K
Feb 14, 2022 Q4 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-449
- 4.49%
$23.6K - $25.6K
9.55K $589K
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-797
Closed
$41.9K - $45.5K
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-834
Closed
$43.9K - $47.6K
0 $0
Jan 18, 2022 Q4 2021
Acg Wealth

SELL
 -
-881
- 0.98%
$46.4K - $50.2K
88.7K $5.47M
Feb 14, 2022 Q4 2021
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-956
- 1.48%
$50.3K - $54.5K
63.6K $3.92M
Jan 14, 2022 Q4 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-1.11K
- 7.42%
$58.5K - $63.4K
13.9K $855K
Feb 10, 2022 Q4 2021
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-1.3K
- 0.77%
$68.1K - $73.9K
166K $10.2M
Feb 04, 2022 Q4 2021
Strateg Iq Financial Group, LLC

SELL
 -
-1.5K
- 7.07%
$78.7K - $85.3K
19.7K $1.21M
Feb 07, 2022 Q4 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-1.8K
- 20.38%
$94.8K - $103K
7.03K $434K
Feb 14, 2022 Q4 2021
Morgan Stanley

New York, NY
SELL
 -
-1.89K
- 0.29%
$99.6K - $108K
646K $39.9M
Jan 14, 2022 Q4 2021
Culbertson A N & CO Inc

SELL
 -
-2.03K
- 3.71%
$107K - $116K
52.6K $3.24M
Jan 11, 2022 Q4 2021
Rvw Wealth, LLC

SELL
 -
-2.06K
- 7.64%
$108K - $117K
24.8K $1.53M
Feb 09, 2022 Q4 2021
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-2.91K
- 1.88%
$153K - $166K
151K $9.35M
Feb 14, 2022 Q4 2021
Better Money Decisions, LLC

SELL
 -
-3.15K
Closed
$166K - $180K
0 $0
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-3.4K
- 24.05%
$179K - $194K
10.7K $662K
Feb 15, 2022 Q4 2021
Betterment LLC

New York, NY
SELL
 -
-4.19K
- 48.32%
$221K - $239K
4.49K $277K
Feb 14, 2022 Q4 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-4.37K
Closed
$230K - $249K
0 $0

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