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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   DAVENPORT & CO LLC 132 - 2024-03-31 472,211 $28,814,000 44,556
   Baird Financial Group Inc. 366 - 2024-03-31 269,108 $16,421,000 1,508
   Cetera Investment Advisers 612 - 2024-03-31 190,442 $11,621,000 145,557
   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
   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
   WELLS FARGO & CO/MN 1676 - 2024-03-31 131,711 $8,037,000 5,705
   Steward Partners Investment Advisory LLC 283 - 2024-03-31 100,628 $6,140,000 96,500
   SYNOVUS FINANCIAL CORP 206 - 2024-03-31 72,058 $4,397,000 7,840
   Breakwater Capital Group 20 - 2024-03-31 69,996 $4,271,000 2,359
   JANNEY MONTGOMERY SCOTT LLC 989 - 2024-03-31 47,225 $2,882,000 6,493
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1471 - 2024-03-31 43,118 $2,631,000 10,541
   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
   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
   L & S ADVISORS INC 152 - 2024-03-31 22,106 $1,349,000 206
   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
   Western Wealth Management LLC 229 - 2024-03-31 16,703 $1,019,000 256
   Aurora Private Wealth Inc. 42 - 2024-03-31 12,080 $732,000 35
   Hibernia Wealth Partners LLC 27 - 2024-03-31 11,475 $700,000 21
   CREATIVE PLANNING 1606 - 2024-03-31 11,330 $691,000 4,739
   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
   Goss Wealth Management LLC 1303 - 2024-03-31 8,641 $527,000 8,491
   STIFEL FINANCIAL CORP 2637 - 2024-03-31 7,712 $471,000 527
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1659 - 2024-03-31 7,123 $435,000 108
   Centric Wealth Management 102 - 2024-03-31 7,191 $412,000 19
   UNIONVIEW LLC 52 - 2024-03-31 6,223 $380,000 18
   Cornerstone Wealth Management LLC 429 - 2024-03-31 4,905 $299,000 2
   COMERICA BANK 2214 - 2024-03-31 4,013 $245,000 28
   Chicago Partners Investment Group LLC 651 - 2024-03-31 3,972 $231,000 11
   MONTAG A & ASSOCIATES INC 417 - 2024-03-31 3,179 $194,000 10
   ANCORA ADVISORS, LLC 711 - 2024-03-31 2,410 $147,000 200
   NORTHWEST INVESTMENT COUNSELORS LLC 268 - 2024-03-31 535 $33,000 535
   Register Financial Advisors LLC 513 - 2024-03-31 200 $12,000 200
   EPG Wealth Management LLC 383 - 2024-03-31 174 $11,000 61

  40 Records found
  1    
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