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Get Institutions for : 
WisdomTree MidCap Earnings (EZM)  
$59.45 0.69 (1.17%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 138    4
Total shares held : 
 8,151,009  
% of shares held : 
 56.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 240,385  
% of shares held change : 
   1.66%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $49.96  
Last Quarter's Ending Price : 
 $57.39  
Last Quarter's Average Price : 
 $51.69  
Change from last quarter's     
avg. price to the last closing  : 
7.76 (15.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 447,205
 5.49%
 
Increased Positions :
43
 714,985
 8.77%
 
Unchanged Positions :
43
 220,364
 2.7%
 
Decreased Positions :
40
-306,748
-3.76%
 
Closed Positions :
8
-615,057
-7.55%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   UBS Group AG 623 - 2024-03-31 1,094,727 $66,800,000 -32,212
   BANK OF AMERICA CORP /DE/ 1484 - 2024-03-31 598,272 $36,507,000 -120,428
   BB&T CORP 316 - 2024-03-31 522,987 $31,913,000 -13,573
   DAVENPORT & CO LLC 132 - 2024-03-31 472,211 $28,814,000 44,556
   MORGAN STANLEY 2328 - 2024-03-31 453,938 $27,699,000 -24,140
   EQIS CAPITAL MANAGEMENT, INC. 8 - 2024-03-31 337,488 $20,594,000 -25,008
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 551 - 2024-03-31 291,593 $17,793,000 -122,493
   Baird Financial Group Inc. 366 - 2024-03-31 269,108 $16,421,000 1,508
   IEQ CAPITAL LLC 87 - 2024-03-31 193,093 $11,783,000 0
   Cetera Investment Advisers 612 - 2024-03-31 190,442 $11,621,000 145,557
   HIGHTOWER ADVISORS, LLC 651 - 2024-03-31 184,830 $11,274,000 -12,862
   ROYAL BANK OF CANADA 1472 - 2024-03-31 169,504 $10,342,000 49,869
   Private Advisor Group LLC 250 - 2024-03-31 169,135 $10,321,000 21,108
   MULTIFINANCIAL SECURITIES CORP 246 - 2024-03-31 167,394 $10,214,000 42,755
   LPL FINANCIAL CORP 1371 - 2024-03-31 154,832 $9,448,000 -250,956
   BSC PRIVATE WEALTH MANAGEMENT LLC 26 - 2024-03-31 154,295 $9,415,000 821
   Consolidated Planning Corp 16 - 2024-03-31 149,868 $9,145,000 5,074
   ENVESTNET ASSET MANAGEMENT INC 1646 - 2024-03-31 135,113 $8,245,000 -8,764
   WELLS FARGO & CO/MN 1676 - 2024-03-31 131,711 $8,037,000 5,705
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 429 - 2023-09-30 141,736 $7,192,000 -8,423
   Steward Partners Investment Advisory LLC 283 - 2024-03-31 100,628 $6,140,000 96,500
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 774 - 2024-03-31 77,661 $4,739,000 -1,030
   J P MORGAN CHASE & CO 2495 - 2024-03-31 76,961 $4,696,000 -61,172
   Equitable Holdings Inc. 255 - 2024-03-31 75,829 $4,627,000 -16,796
   Lauer Wealth LLC 10 - 2024-03-31 75,933 $4,462,000 -14,604
   SYNOVUS FINANCIAL CORP 206 - 2024-03-31 72,058 $4,397,000 7,840
   Great Point Wealth Advisors LLC 23 - 2024-03-31 71,946 $4,390,000 -85,336
   Breakwater Capital Group 20 - 2024-03-31 69,996 $4,271,000 2,359
   THEORY FINANCIAL LLC 17 - 2024-03-31 68,220 $4,163,000 -3,592
   FIRST WESTERN TRUST BANK 50 - 2024-03-31 61,904 $3,777,000 0
   JANNEY MONTGOMERY SCOTT LLC 989 - 2024-03-31 47,225 $2,882,000 6,493
   CULBERTSON A N & CO INC 55 - 2024-03-31 46,180 $2,818,000 -1,424
   Advisor Group Holdings Inc. 1449 - 2024-03-31 45,745 $2,792,000 -2,551
   MATHER GROUP, INC. 136 - 2024-03-31 47,647 $2,734,000 -3,665
   GHP INVESTMENT ADVISORS INC 205 - 2024-03-31 44,736 $2,730,000 -740
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1471 - 2024-03-31 43,118 $2,631,000 10,541
   Kestra Advisory Services LLC 799 - 2024-03-31 38,601 $2,355,000 -301
   AMERIPRISE FINANCIAL INC 2746 - 2024-03-31 35,888 $2,190,000 -781
   COMMONWEALTH EQUITY SERVICES LLC. 1729 - 2024-03-31 34,775 $2,122,000 58
   CFG ASSET MANAGEMENT LLC 101 - 2024-03-31 34,260 $2,091,000 7,900
   CM WEALTH ADVISORS LLC 24 *New 2024-03-31 34,842 $2,071,000 34,842
   Northeast Financial Consultants Inc 103 - 2024-03-31 33,705 $2,057,000 0
   FLAGSHIP HARBOR ADVISORS LLC 176 - 2024-03-31 28,305 $1,727,000 -471
   MERCER GLOBAL ADVISORS INC /ADV 806 - 2024-03-31 24,988 $1,525,000 -54,789
   CITADEL ADVISORS LLC 2644 - 2024-03-31 24,980 $1,524,000 24,980
   RAYMOND JAMES & ASSOCIATES 2324 - 2024-03-31 24,522 $1,496,000 258
   Investors Research Corp 61 - 2024-03-31 22,783 $1,390,000 -144
   L & S ADVISORS INC 152 - 2024-03-31 22,106 $1,349,000 206
   GUARANTY TRUST CO OF MISSOURI /MO/ 283 - 2024-03-31 21,900 $1,336,000 -2,336
   FINANCIAL NETWORK 1273 - 2024-03-31 21,743 $1,327,000 475
   Team Financial Group LLC 16 - 2024-03-31 21,636 $1,320,000 971
   Apella Capital LLC 126 - 2024-03-31 20,925 $1,256,000 0
   RVW Wealth LLC 59 - 2024-03-31 19,265 $1,176,000 -1,089
   PRICE T ROWE ASSOCIATES INC /MD/ 1831 - 2024-03-31 19,067 $1,164,000 -113
   Mason Investment Advisory Services Inc. 17 - 2024-03-31 17,376 $1,060,000 -4,075
   Western Wealth Management LLC 229 - 2024-03-31 16,703 $1,019,000 256
   WARREN AVERETT ASSET MANAGEMENT, LLC 366 *New 2024-03-31 16,396 $1,000,000 16,396
   Strategic Financial Group LLC - 2023-12-31 16,419 $942,000 -1,632
   Asset Dedication LLC 173 - 2024-03-31 15,293 $933,000 0
   Oxler Private Wealth LLC 48 - 2024-03-31 14,319 $874,000 -312
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 206 - 2024-03-31 12,819 $782,000 -891
   Aurora Private Wealth Inc. 42 - 2024-03-31 12,080 $732,000 35
   SAVANT CAPITAL MANAGEMENT INC 633 - 2024-03-31 12,000 $732,000 0
   Hibernia Wealth Partners LLC 27 - 2024-03-31 11,475 $700,000 21
   PACIFIC SUN FINANCIAL CORP 76 - 2024-03-31 11,320 $691,000 0
   CREATIVE PLANNING 1606 - 2024-03-31 11,330 $691,000 4,739
   JANE STREET GROUP LLC 3551 *New 2024-03-31 10,731 $655,000 10,731
   LBJ Family Wealth Advisors Ltd. 20 - 2024-03-31 10,659 $650,000 24
   Per Stirling Capital Management LLC. 120 - 2024-03-31 10,562 $644,000 2
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1179 - 2024-03-31 9,692 $591,000 -214
   FLOW TRADERS U.S. LLC 414 - 2024-03-31 9,400 $574,000 -7,265
   Goss Wealth Management LLC 1303 - 2024-03-31 8,641 $527,000 8,491
   Beacon Pointe Advisors LLC 885 - 2024-03-31 8,627 $526,000 0
   PSI Advisors LLC 75 - 2024-03-31 8,293 $506,000 -250
   CVA Family Office LLC 147 - 2024-03-31 8,042 $491,000 -1,484
   STIFEL FINANCIAL CORP 2637 - 2024-03-31 7,712 $471,000 527
   PFG FINANCIAL ADVISORS 166 - 2024-03-31 7,206 $440,000 -363
   Sontag Advisory LLC 446 - 2024-03-31 7,195 $439,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1659 - 2024-03-31 7,123 $435,000 108
   S.A. Mason LLC 98 - 2024-03-31 7,079 $432,000 -1,000
   Cresset Asset Management LLC 1399 - 2024-03-31 6,975 $426,000 0
   Financial Insights Inc. 117 - 2024-03-31 6,936 $423,000 0
   Centric Wealth Management 102 - 2024-03-31 7,191 $412,000 19
   Laurel Wealth Advisors LLC 133 - 2024-03-31 6,284 $383,000 0
   MML INVESTORS SERVICES LLC 1940 - 2024-03-31 6,250 $381,000 -66
   UNIONVIEW LLC 52 - 2024-03-31 6,223 $380,000 18
   VIGILANT CAPITAL MANAGEMENT LLC 108 - 2023-06-30 7,122 $377,000 0
   Sargent Investment Group LLC 138 - 2024-03-31 5,705 $348,000 -155
   RAYMOND JAMES TRUST CO 909 - 2024-03-31 5,578 $340,000 0
   Kingsview Wealth Management LLC 796 - 2024-03-31 5,156 $315,000 0
   Envestnet Portfolio Solutions Inc. 1342 - 2024-03-31 5,070 $309,000 -502
   Stratos Wealth Partners LTD. 1073 - 2024-03-31 5,009 $306,000 -639
   Cornerstone Wealth Management LLC 429 - 2024-03-31 4,905 $299,000 2
   BlueChip Wealth Advisors LLC 99 - 2024-03-31 4,644 $283,000 0
   BURNS WEALTH MANAGEMENT, INC. 436 - 2024-03-31 4,575 $279,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 269 - 2024-03-31 4,364 $266,000 0
   CAPITAL MANAGEMENT CORP /VA 66 - 2024-03-31 4,365 $266,000 -9
   COMERICA BANK 2214 - 2024-03-31 4,013 $245,000 28
   Howard Wealth Management LLC 91 - 2024-03-31 3,970 $242,000 0
   CAPTRUST FINANCIAL ADVISORS 1907 - 2024-03-31 3,862 $236,000 -553
  100 Records found
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