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Get Institutions for : 
WisdomTree MidCap Earnings (EZM)  
$57.86 0.47 (0.81%) as of 4:30 Fri 6/7


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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 : 
 $57.12  
Last Quarter's Ending Price : 
 $61.02  
Last Quarter's Average Price : 
 $57.44  
Change from last quarter's     
avg. price to the last closing  : 
0.42 (0.73%)  




 
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: 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 period: 12-31-2023 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
   CM WEALTH ADVISORS LLC 24 *New 2024-03-31 34,842 $2,071,000 34,842
   WARREN AVERETT ASSET MANAGEMENT, LLC 366 *New 2024-03-31 16,396 $1,000,000 16,396
   JANE STREET GROUP LLC 3551 *New 2024-03-31 10,731 $655,000 10,731
   Kaydan Wealth Management Inc. 101 *New 2024-03-31 3,450 $211,000 3,450
   TIAA TRUST NATIONAL ASSOCIATION 594 *New 2024-03-31 3,389 $207,000 3,389
   Retirement Income Solutions Inc 151 *New 2024-03-31 3,291 $201,000 3,291
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1656 *New 2024-03-31 880 $54,000 880
   Coastal Investment Advisors Inc. 573 *New 2024-03-31 700 $43,000 700
   Continuum Advisory LLC 725 *New 2024-03-31 455 $27,000 455
   Ruedi Wealth Management Inc. 164 *New 2024-03-31 159 $10,000 159
   Smartleaf Asset Management LLC 1397 *New 2024-03-31 24 $1,000 24
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1988 *New 2024-03-31 1 $0 1
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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