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Get Institutions for : 
WisdomTree MidCap Earnings (EZM)  
$59.92 0.15 (0.24%) as of 4:30 Tue 5/21


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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  : 
8.23 (15.92%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ADVISORY SERVICES NETWORK, LLC 1590 *Closed 2024-03-31 0 $0 -1,218
   3D/L Capital Management LLC 32 *Closed 2023-12-31 0 $0 -369,398
   Arete Wealth Advisors LLC 466 *Closed 2024-03-31 0 $0 -3,836
   FIFTH THIRD BANCORP 2365 *Closed 2024-03-31 0 $0 -580
   Life Planning Partners Inc 112 *Closed 2024-03-31 0 $0 -97
   MARINER WEALTH ADVISORS, LLC 3221 *Closed 2024-03-31 0 $0 -4,136
   Cetera Investment Advisers 1911 *Closed 2024-03-31 0 $0 -44,885
   Coppell Advisory Solutions LLC 1786 *Closed 2023-12-31 0 $0 -2,010
   HPM Partners LLC 2327 *Closed 2024-03-31 0 $0 -5,098
   Ten Capital Wealth Advisors LLC 463 *Closed 2023-06-30 0 $0 -38
   Founders Capital Management 382 *Closed 2024-03-31 0 $0 -1,023

  11 Records found
  1    
  Page 1 of 1
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