Purchases and Sales Made in Q4 2022 in Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 5.66% |
$9.06K - $10.4K
|
3.74K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$9.06K - $10.4K
|
200
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
102+ 1.2% |
$4.62K - $5.31K
|
8.63K
$532K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
102+ 0.48% |
$4.62K - $5.31K
|
21.3K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
90New |
$4.08K - $4.68K
|
90
$5.55K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
58+ 0.49% |
$2.63K - $3.02K
|
11.9K
$733K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
53+ 0.2% |
$2.4K - $2.76K
|
27.2K
$1.68M
|
|
|
Jan 04, 2023
Q4 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
52+ 0.5% |
$2.35K - $2.71K
|
10.5K
$649K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
48+ 0.17% |
$2.17K - $2.5K
|
28.7K
$1.77M
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
BUY
|
- |
30+ 0.42% |
$1.36K - $1.56K
|
7.12K
$439K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
30+ 0.49% |
$1.36K - $1.56K
|
6.12K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17+ 0.33% |
$770 - $885
|
5.1K
$315K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
15+ 0.48% |
$679 - $780
|
3.13K
$193K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
10+ 333.33% |
$453 - $520
|
13
$802
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5+ 0.04% |
$226 - $260
|
13.7K
$845K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.48% |
$90.6 - $104
|
422
$26K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.38% |
$90.6 - $104
|
526
$32.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.66% |
$45.3 - $52
|
152
$9.38K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-17- 3.41% |
$770 - $885
|
482
$29.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-57- 0.23% |
$2.58K - $2.97K
|
25.1K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-73- 0.35% |
$3.31K - $3.8K
|
20.9K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-210- 0.54% |
$9.51K - $10.9K
|
38.6K
$2.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-281- 1.53% |
$12.7K - $14.6K
|
18.1K
$1.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-299- 0.59% |
$13.5K - $15.6K
|
50.2K
$3.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-311- 23.7% |
$14.1K - $16.2K
|
1K
$61.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-315- 1.26% |
$14.3K - $16.4K
|
24.7K
$1.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-432- 0.06% |
$19.6K - $22.5K
|
691K
$42.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-621- 10.93% |
$28.1K - $32.3K
|
5.06K
$312K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-777- 3.45% |
$35.2K - $40.4K
|
21.8K
$1.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-826- 3.2% |
$37.4K - $43K
|
25K
$1.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-840- 8.07% |
$38K - $43.7K
|
9.57K
$590K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-908- 12.31% |
$41.1K - $47.2K
|
6.47K
$399K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-948- 3.27% |
$42.9K - $49.3K
|
28K
$1.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1K- 13.36% |
$45.3K - $52K
|
6.48K
$400K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.14K- 8.2% |
$51.4K - $59.1K
|
12.7K
$784K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.23K- 0.18% |
$55.6K - $63.9K
|
668K
$41.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.8K- 5.07% |
$81.5K - $93.7K
|
33.7K
$2.08M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-2K- 19.84% |
$90.6K - $104K
|
8.08K
$498K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.03K- 23.82% |
$91.7K - $105K
|
6.48K
$400K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.9K- 8.08% |
$222K - $255K
|
55.8K
$3.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.71K- 6.32% |
$259K - $297K
|
84.7K
$5.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.47K- 3.78% |
$383K - $441K
|
215K
$13.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.9K- 99.9% |
$811K - $932K
|
18
$1.11K
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-24.2K- 10.49% |
$1.09M - $1.26M
|
206K
$12.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.8K- 3.36% |
$1.8M - $2.07M
|
1.14M
$70.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.7K- 52.21% |
$2.12M - $2.43M
|
42.8K
$2.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-60.4K- 87.61% |
$2.73M - $3.14M
|
8.54K
$527K
|