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Get Institutions for : 
WisdomTree MidCap Earnings (EZM)  
$57.89 0.74 (1.29%) as of 4:30 Thu 5/2


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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  : 
6.20 (11.99%)  




 
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 567 - 2023-12-31 1,126,939 $64,675,000 119,471
   BANK OF AMERICA CORP /DE/ 1281 - 2023-12-31 718,700 $41,246,000 -38,631
   BB&T CORP 312 - 2023-12-31 536,560 $30,793,000 -26,168
   MORGAN STANLEY 2335 - 2023-12-31 478,078 $27,437,000 438
   DAVENPORT & CO LLC - 2023-12-31 427,655 $24,543,000 40,393
   LPL FINANCIAL CORP 813 - 2023-12-31 405,788 $23,288,000 289,150
   EQIS CAPITAL MANAGEMENT, INC. 8 *New 2023-12-31 362,496 $20,804,000 362,496
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 551 - 2024-03-31 291,593 $17,793,000 -122,493
   Baird Financial Group Inc. 367 - 2023-12-31 267,600 $15,358,000 14,662
   HIGHTOWER ADVISORS, LLC 646 - 2023-12-31 197,692 $11,350,000 -5,915
   IEQ CAPITAL LLC 84 - 2023-12-31 193,093 $11,082,000 3,165
   Great Point Wealth Advisors LLC - 2023-12-31 157,282 $9,026,000 -20,708
   BSC PRIVATE WEALTH MANAGEMENT LLC 27 - 2023-12-31 153,474 $8,808,000 5,691
   Private Advisor Group LLC 284 - 2023-12-31 148,027 $8,495,000 14,543
   Consolidated Planning Corp 16 - 2023-12-31 144,794 $8,310,000 7,737
   ENVESTNET ASSET MANAGEMENT INC 1560 - 2023-12-31 143,877 $8,257,000 -7,579
   J P MORGAN CHASE & CO 2171 - 2023-12-31 138,133 $7,927,000 131,693
   WELLS FARGO & CO/MN 1696 - 2023-12-31 126,006 $7,232,000 6,111
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 429 - 2023-09-30 141,736 $7,192,000 -8,423
   MULTIFINANCIAL SECURITIES CORP 201 - 2023-12-31 124,639 $7,153,000 -838
   ROYAL BANK OF CANADA 1691 - 2023-12-31 119,635 $6,866,000 -14,322
   Equitable Holdings Inc. 213 - 2023-12-31 92,625 $5,316,000 16,648
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 774 - 2024-03-31 77,661 $4,739,000 -1,030
   MERCER GLOBAL ADVISORS INC /ADV 492 - 2023-12-31 79,777 $4,578,000 -7,981
   Lauer Wealth LLC 10 - 2024-03-31 75,933 $4,462,000 -14,604
   Breakwater Capital Group 20 - 2024-03-31 69,996 $4,271,000 2,359
   THEORY FINANCIAL LLC 14 - 2023-12-31 71,812 $4,121,000 1,694
   SYNOVUS FINANCIAL CORP 215 - 2023-12-31 64,218 $3,686,000 -56,001
   FIRST WESTERN TRUST BANK 49 - 2023-12-31 61,904 $3,553,000 0
   Advisor Group Holdings Inc. 1607 - 2023-12-31 48,296 $2,772,000 -6,919
   MATHER GROUP, INC. 136 - 2024-03-31 47,647 $2,734,000 -3,665
   CULBERTSON A N & CO INC 52 - 2023-12-31 47,604 $2,732,000 -35
   GHP INVESTMENT ADVISORS INC 205 - 2024-03-31 44,736 $2,730,000 -740
   Cetera Investment Advisers 686 - 2023-12-31 44,885 $2,576,000 5,023
   JANNEY MONTGOMERY SCOTT LLC 1028 - 2023-12-31 40,732 $2,338,000 13,906
   Kestra Advisory Services LLC 742 - 2023-12-31 38,902 $2,233,000 1,950
   AMERIPRISE FINANCIAL INC 2771 - 2023-12-31 36,669 $2,104,000 -3,150
   COMMONWEALTH EQUITY SERVICES LLC. 1667 - 2023-12-31 34,717 $1,992,000 5,620
   Northeast Financial Consultants Inc 104 - 2023-12-31 33,705 $1,934,000 -2,022
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1963 - 2023-12-31 32,577 $1,870,000 -50,827
   FLAGSHIP HARBOR ADVISORS LLC 176 - 2024-03-31 28,305 $1,727,000 -471
   CFG ASSET MANAGEMENT LLC 112 - 2023-12-31 26,360 $1,513,000 -5,640
   RAYMOND JAMES & ASSOCIATES 2324 - 2024-03-31 24,522 $1,496,000 258
   GUARANTY TRUST CO OF MISSOURI /MO/ 283 - 2024-03-31 21,900 $1,336,000 -2,336
   Investors Research Corp 64 - 2023-12-31 22,927 $1,316,000 -43
   L & S ADVISORS INC 134 - 2023-12-31 21,900 $1,257,000 -2,331
   Apella Capital LLC 126 - 2024-03-31 20,925 $1,256,000 0
   Mason Investment Advisory Services Inc. 15 - 2023-12-31 21,451 $1,231,000 0
   FINANCIAL NETWORK 1251 - 2023-12-31 21,268 $1,221,000 9,462
   Team Financial Group LLC 17 - 2023-12-31 20,665 $1,186,000 2,855
   RVW Wealth LLC 59 - 2024-03-31 19,265 $1,176,000 -1,089
   PRICE T ROWE ASSOCIATES INC /MD/ 1818 - 2023-12-31 19,180 $1,101,000 -1,676
   FLOW TRADERS U.S. LLC 344 - 2023-12-31 16,665 $956,000 11,506
   Western Wealth Management LLC 287 *New 2023-12-31 16,447 $944,000 16,447
   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. 184 - 2023-12-31 13,710 $787,000 4
   Aurora Private Wealth Inc. 42 - 2024-03-31 12,080 $732,000 35
   SAVANT CAPITAL MANAGEMENT INC 496 - 2023-12-31 12,000 $689,000 0
   Hibernia Wealth Partners LLC 26 - 2023-12-31 11,454 $657,000 -3,359
   PACIFIC SUN FINANCIAL CORP 74 - 2023-12-31 11,320 $650,000 150
   LBJ Family Wealth Advisors Ltd. 20 - 2024-03-31 10,659 $650,000 24
   Per Stirling Capital Management LLC. 117 - 2023-12-31 10,560 $606,000 2
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1144 - 2023-12-31 9,906 $568,000 5
   PSI Advisors LLC 75 - 2024-03-31 8,293 $506,000 -250
   Beacon Pointe Advisors LLC 891 - 2023-12-31 8,627 $495,000 0
   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
   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
   Financial Insights Inc. 117 - 2024-03-31 6,936 $423,000 0
   Sontag Advisory LLC 447 - 2023-12-31 7,195 $413,000 0
   STIFEL FINANCIAL CORP 2671 - 2023-12-31 7,185 $412,000 1,576
   Cresset Asset Management LLC 1316 - 2023-12-31 6,975 $400,000 0
   Centric Wealth Management 101 - 2023-12-31 7,172 $399,000 26
   CREATIVE PLANNING 1907 - 2023-12-31 6,591 $378,000 821
   VIGILANT CAPITAL MANAGEMENT LLC 108 - 2023-06-30 7,122 $377,000 0
   MML INVESTORS SERVICES LLC 1932 - 2023-12-31 6,316 $362,000 -73
   Laurel Wealth Advisors LLC 133 - 2023-12-31 6,284 $361,000 0
   UNIONVIEW LLC - 2023-12-31 6,205 $356,000 24
   RAYMOND JAMES TRUST CO 909 - 2024-03-31 5,578 $340,000 0
   Sargent Investment Group LLC 153 - 2023-12-31 5,860 $336,000 -615
   Envestnet Portfolio Solutions Inc. 1263 - 2023-12-31 5,572 $320,000 -92
   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
   Kingsview Wealth Management LLC 774 - 2023-12-31 5,156 $296,000 0
   HPM Partners LLC *New 2023-12-31 5,098 $293,000 5,098
   BlueChip Wealth Advisors LLC 97 - 2023-12-31 4,644 $267,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 269 - 2024-03-31 4,364 $266,000 0
   BURNS WEALTH MANAGEMENT, INC. 427 - 2023-12-31 4,575 $263,000 0
   CAPTRUST FINANCIAL ADVISORS 2213 - 2023-12-31 4,415 $253,000 0
   CAPITAL MANAGEMENT CORP /VA 63 - 2023-12-31 4,374 $251,000 37
   MARINER WEALTH ADVISORS, LLC 2538 *New 2023-12-31 4,136 $237,000 4,136
   Steward Partners Investment Advisory LLC 1311 - 2023-12-31 4,128 $237,000 200
   Chicago Partners Investment Group LLC 651 - 2024-03-31 3,972 $231,000 11
   COMERICA BANK 2199 - 2023-12-31 3,985 $229,000 0
   Howard Wealth Management LLC 90 - 2023-12-31 3,970 $228,000 -100
   Arete Wealth Advisors LLC 645 - 2023-12-31 3,836 $220,000 3,836
   Principle Wealth Partners LLC 326 - 2024-03-31 3,500 $214,000 0
  100 Records found
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