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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
   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
   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
   HIGHTOWER ADVISORS, LLC 651 - 2024-03-31 184,830 $11,274,000 -12,862
   LPL FINANCIAL CORP 1371 - 2024-03-31 154,832 $9,448,000 -250,956
   ENVESTNET ASSET MANAGEMENT INC 1646 - 2024-03-31 135,113 $8,245,000 -8,764
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 429 - 2023-09-30 141,736 $7,192,000 -8,423
   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
   Great Point Wealth Advisors LLC 23 - 2024-03-31 71,946 $4,390,000 -85,336
   THEORY FINANCIAL LLC 17 - 2024-03-31 68,220 $4,163,000 -3,592
   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
   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
   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
   Investors Research Corp 61 - 2024-03-31 22,783 $1,390,000 -144
   GUARANTY TRUST CO OF MISSOURI /MO/ 283 - 2024-03-31 21,900 $1,336,000 -2,336
   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
   Strategic Financial Group LLC - 2023-12-31 16,419 $942,000 -1,632
   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
   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
   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
   PFG FINANCIAL ADVISORS 166 - 2024-03-31 7,206 $440,000 -363
   S.A. Mason LLC 98 - 2024-03-31 7,079 $432,000 -1,000
   MML INVESTORS SERVICES LLC 1940 - 2024-03-31 6,250 $381,000 -66
   Sargent Investment Group LLC 138 - 2024-03-31 5,705 $348,000 -155
   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
   CAPITAL MANAGEMENT CORP /VA 66 - 2024-03-31 4,365 $266,000 -9
   CAPTRUST FINANCIAL ADVISORS 1907 - 2024-03-31 3,862 $236,000 -553
   H D Vest Advisory Services 1465 - 2024-03-31 3,679 $225,000 -27
   BANK OF NEW YORK MELLON CORP 3788 - 2024-03-31 3,383 $206,000 -22,073
   Insight Advisors LLC/ PA 280 - 2024-03-31 3,316 $202,000 -247
   Qube Research & Technologies Ltd 2697 - 2024-03-31 2,379 $145,000 -427
   FMR LLC 2982 - 2024-03-31 2,352 $144,000 -125
   Clear Point Advisors Inc. 217 - 2024-03-31 653 $40,000 -177
   GPS Wealth Strategies Group LLC 679 - 2024-03-31 394 $24,000 -57
  51 Records found
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