Who owns WisdomTree MidCap Earnings Fund?
- Ticker: EZM
- CUSIP Number: 97717W570
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree MidCap Earnings Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of WisdomTree MidCap Earnings Fund stock
Who bought or sold WisdomTree MidCap Earnings Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
UBS Group | 1.1M | $67M | -3% | Mar 2024 |
|
Bank of America Corporation | 598k | $37M | -17% | Mar 2024 |
|
Branch Banking & Trust Company | 523k | $32M | -3% | Mar 2024 |
|
Davenport & Co | 472k | $29M | 10% | Mar 2024 |
|
Morgan Stanley | 454k | $28M | -5% | Mar 2024 |
|
Eqis Capital Management | 338k | $21M | 100% | Mar 2024 |
|
Raymond James Financial Services Advisors | 292k | $18M | -30% | Mar 2024 |
|
Baird Financial | 268k | $15M | 6% | Dec 2023 |
|
Ieq Capital | 193k | $12M | 0% | Mar 2024 |
|
HighTower Advisors | 185k | $11M | -7% | Mar 2024 |
|
Royal Bank of Canada | 170k | $10M | 42% | Mar 2024 |
|
Private Advisor | 169k | $10M | 14% | Mar 2024 |
|
LPL Financial | 155k | $9.4M | 33% | Mar 2024 |
|
Bsc Private Wealth Management | 154k | $9.4M | 1% | Mar 2024 |
|
Consolidated Planning Corp | 150k | $9.1M | 4% | Mar 2024 |
|
Envestnet Asset Management | 135k | $8.2M | -11% | Mar 2024 |
|
Wells Fargo & Company | 132k | $8.0M | 5% | Mar 2024 |
|
Steward Partners Investment Advisory | 101k | $6.1M | 2338% | Mar 2024 |
|
Cambridge Investment Research Advisors | 78k | $4.7M | -1% | Mar 2024 |
|
Jpmorgan Chase & Co | 77k | $4.7M | -44% | Mar 2024 |
|
Lauer Wealth | 76k | $4.5M | -16% | Mar 2024 |
|
Great Point Wealth Advisors | 72k | $4.4M | -54% | Mar 2024 |
|
Breakwater Capital Group | 70k | $4.3M | 3% | Mar 2024 |
|
Theory Financial | 68k | $4.2M | -5% | Mar 2024 |
|
First Western Trust Bank | 62k | $3.8M | 0% | Mar 2024 |
|
Mather Group | 48k | $2.7M | -7% | Mar 2024 |
|
Janney Montgomery Scott | 47k | $2.9M | 16% | Mar 2024 |
|
A.N. Culbertson & Company | 46k | $2.8M | -3% | Mar 2024 |
|
Advisor Group Holdings | 46k | $2.8M | -5% | Mar 2024 |
|
GHP Investment Advisors | 45k | $2.7M | -2% | Mar 2024 |
|
Susquehanna International | 43k | $2.6M | -48% | Mar 2024 |
|
Kestra Advisory Services | 39k | $2.2M | 5% | Dec 2023 |
|
Ameriprise Financial | 36k | $2.2M | -10% | Mar 2024 |
|
Cm Wealth Advisors | 35k | $2.1M | 100% | Mar 2024 |
|
Commonwealth Equity Services | 35k | $2.1M | 0% | Mar 2024 |
|
CFG Asset Management | 34k | $2.1M | 30% | Mar 2024 |
|
Northeast Financial Consultants | 34k | $2.1M | 0% | Mar 2024 |
|
Flagship Harbor Advisors | 28k | $1.7M | -2% | Mar 2024 |
|
Mercer Global Advisors | 25k | $1.5M | -69% | Mar 2024 |
|
Citadel Advisors | 25k | $1.5M | 100% | Mar 2024 |
|
Raymond James & Associates | 25k | $1.5M | 1% | Mar 2024 |
|
Investors Research Corp | 23k | $1.4M | -1% | Mar 2024 |
|
L & S Advisors | 22k | $1.3M | -9% | Mar 2024 |
|
Central Trust & Investment | 22k | $1.3M | -10% | Mar 2024 |
|
Team Financial Group | 22k | $1.3M | 5% | Mar 2024 |
|
Apella Capital | 21k | $1.3M | 0% | Mar 2024 |
|
RVW Wealth | 19k | $1.2M | -5% | Mar 2024 |
|
T. Rowe Price Associates | 19k | $1.2M | -1% | Mar 2024 |
|
Mason Investment Advisory Services | 17k | $1.1M | 100% | Mar 2024 |
|
Western Wealth Management | 17k | $1.0M | 2% | Mar 2024 |
|
Strategic Financial | 16k | $942k | -9% | Dec 2023 |
|
Warren Averett Asset Management | 16k | $1.0M | 100% | Mar 2024 |
|
Asset Dedication | 15k | $933k | 0% | Mar 2024 |
|
Oxler Private Wealth | 14k | $874k | -2% | Mar 2024 |
|
Institute For Wealth Management | 13k | $782k | -6% | Mar 2024 |
|
Aurora Private Wealth | 12k | $732k | 0% | Mar 2024 |
|
Savant Capital Management | 12k | $732k | 0% | Mar 2024 |
|
Hibernia Wealth Partners | 12k | $700k | 0% | Mar 2024 |
|
Creative Planning | 11k | $691k | 72% | Mar 2024 |
|
Pacific Sun Financial Corp | 11k | $691k | 0% | Mar 2024 |
|
Jane Street | 11k | $655k | 100% | Mar 2024 |
|
LBJ Family Wealth Advisors | 11k | $610k | 0% | Dec 2023 |
|
Northwestern Mutual Wealth Management Company | 9.7k | $591k | -2% | Mar 2024 |
|
CVA Family Office | 9.5k | $547k | 0% | Dec 2023 |
|
Flow Traders US | 9.4k | $574k | -44% | Mar 2024 |
|
Goss Wealth Management | 8.6k | $527k | 100% | Mar 2024 |
|
Beacon Pointe Advisors | 8.6k | $495k | 0% | Dec 2023 |
|
PSI Advisors | 8.3k | $506k | -3% | Mar 2024 |
|
Stifel Financial | 7.7k | $471k | 7% | Mar 2024 |
|
PFG Financial Advisors | 7.2k | $440k | -5% | Mar 2024 |
|
Sontag Advisory | 7.2k | $439k | 0% | Mar 2024 |
|
Centric Wealth Management | 7.2k | $412k | 0% | Mar 2024 |
|
Wealth Enhancement Advisory Services | 7.1k | $435k | 2% | Mar 2024 |
|
S.A. Mason | 7.1k | $432k | -12% | Mar 2024 |
|
Financial Insights | 6.9k | $423k | 0% | Mar 2024 |
|
Laurel Wealth Advisors | 6.3k | $384k | 0% | Mar 2024 |
|
Unionview | 6.2k | $380k | 0% | Mar 2024 |
|
Sargent Investment Group | 5.7k | $348k | -3% | Mar 2024 |
|
Raymond James Trust | 5.6k | $340k | 0% | Mar 2024 |
|
Kingsview Wealth Management | 5.2k | $315k | 0% | Mar 2024 |
|
Envestnet Portfolio Solutions | 5.1k | $309k | -9% | Mar 2024 |
|
Stratos Wealth Partners | 5.0k | $306k | -11% | Mar 2024 |
|
Cornerstone Wealth Management | 4.9k | $299k | 0% | Mar 2024 |
|
BlueChip Wealth Advisors | 4.6k | $283k | 0% | Mar 2024 |
|
Burns Wealth Management | 4.6k | $279k | 0% | Mar 2024 |
|
Capital Management Corporation | 4.4k | $266k | 0% | Mar 2024 |
|
McKinley Carter Wealth Services | 4.4k | $266k | 0% | Mar 2024 |
|
Brian McDonald | 4.0k | $245k | 1% | Mar 2024 |
|
Chicago Partners Investment | 4.0k | $231k | 0% | Mar 2024 |
|
Howard Wealth Management | 4.0k | $242k | 0% | Mar 2024 |
|
Captrust Financial Advisors | 3.9k | $236k | -13% | Mar 2024 |
|
Financial Counselors | 3.7k | $225k | 0% | Mar 2024 |
|
H D Vest Advisory Services | 3.7k | $225k | -1% | Mar 2024 |
|
Dana Investment Advisors | 3.5k | $215k | 0% | Mar 2024 |
|
Principle Wealth Partners | 3.5k | $214k | 0% | Mar 2024 |
|
Kaydan Wealth Management | 3.5k | $211k | 100% | Mar 2024 |
|
Tiaa Trust, National Association | 3.4k | $207k | 100% | Mar 2024 |
|
Bank of New York Mellon | 3.4k | $206k | -87% | Mar 2024 |
|
Insight Advisors, LLC/ PA | 3.3k | $202k | -7% | Mar 2024 |
|
Retirement Income Solutions | 3.3k | $201k | 100% | Mar 2024 |
|
A. Montag and Associates | 3.2k | $194k | 0% | Mar 2024 |
|
Ancora Advisors | 2.4k | $147k | 9% | Mar 2024 |
|
Qube Research & Technologies | 2.4k | $145k | -40% | Mar 2024 |
|
DHJJ Financial Advisors | 2.4k | $145k | 0% | Mar 2024 |
|
FMR | 2.4k | $144k | -12% | Mar 2024 |
|
Pnc Financial Services | 1.5k | $93k | 0% | Mar 2024 |
|
Franklin Resources | 1.5k | $92k | 0% | Mar 2024 |
|
Us Bancorp | 1.3k | $76k | 0% | Mar 2024 |
|
Horizons Wealth Management | 1.2k | $71k | -12% | Mar 2024 |
|
Capital Advisors | 1.2k | $75k | 0% | Mar 2024 |
|
Whittier Trust Co. of Nevada | 900.00 | $55k | 0% | Mar 2024 |
|
Global Retirement Partners | 895.00 | $55k | 0% | Mar 2024 |
|
O'shaughnessy Asset Management | 880.00 | $54k | 100% | Mar 2024 |
|
William Blair $ Company | 765.00 | $47k | 0% | Mar 2024 |
|
Sugarloaf Wealth Management | 750.00 | $46k | 0% | Mar 2024 |
|
Coastal Investment Advisors | 700.00 | $43k | 100% | Mar 2024 |
|
Clear Point Advisors | 653.00 | $40k | -21% | Mar 2024 |
|
Citigroup | 643.00 | $39k | 0% | Mar 2024 |
|
Newbridge Financial Services Group | 632.00 | $39k | 0% | Mar 2024 |
|
Benjamin F. Edwards & Company | 575.00 | $35k | 0% | Mar 2024 |
|
ICA Group Wealth Management | 555.00 | $34k | 0% | Mar 2024 |
|
Oakworth Capital | 554.00 | $34k | 0% | Mar 2024 |
|
Creative Financial Designs | 547.00 | $33k | 0% | Mar 2024 |
|
Sound Income Strategies | 545.00 | $33k | 0% | Mar 2024 |
|
Northwest Investment Counselors | 535.00 | $33k | 100% | Mar 2024 |
|
CWM | 510.00 | $31k | 0% | Mar 2024 |
|
Northwest Capital Management | 510.00 | $31k | 0% | Mar 2024 |
|
Continuum Advisory | 455.00 | $27k | 100% | Mar 2024 |
|
Trust Co Of Vermont | 400.00 | $24k | 0% | Mar 2024 |
|
GPS Wealth Strategies Group | 394.00 | $24k | -13% | Mar 2024 |
|
Harbour Investments | 327.00 | $19k | 0% | Dec 2023 |
|
Nbc Securities | 288.00 | $17k | 0% | Mar 2024 |
|
Register Financial Advisors | 200.00 | $12k | 100% | Mar 2024 |
|
Ruedi Wealth Management | 159.00 | $9.7k | 100% | Mar 2024 |
|
Spire Wealth Management | 125.00 | $7.6k | 0% | Mar 2024 |
|
EPG Wealth Management | 113.00 | $6.3k | 2% | Dec 2023 |
|
Tucker Asset Management | 113.00 | $6.5k | 0% | Dec 2023 |
|
BlackRock | 90.00 | $5.5k | 0% | Mar 2024 |
|
Atlantic Edge Private Wealth Management | 45.00 | $2.7k | 0% | Mar 2024 |
|
Castleview Partners | 43.00 | $2.6k | 0% | Mar 2024 |
|
Smartleaf Asset Management | 24.00 | $1.4k | 100% | Mar 2024 |
|
DB Wealth Management Group | 7.00 | $402.000200 | 0% | Dec 2023 |
|
Assetmark | 1.00 | $61.000000 | 100% | Mar 2024 |
|
Who sold out of WisdomTree MidCap Earnings Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
HPM Partners | Dec 2023 | 5.1k | $293k |
Mariner Wealth Advisors | Dec 2023 | 4.1k | $237k |
Arete Wealth Advisors | Dec 2023 | 3.8k | $220k |
Coppell Advisory Solutions | Sep 2023 | 2.0k | $98k |
Advisory Services Network | Dec 2023 | 1.2k | $70k |
Founders Capital Management | Dec 2023 | 1.0k | $59k |
Fifth Third Bancorp | Dec 2023 | 580.00 | $33k |
Life Planning Partners | Dec 2023 | 97.00 | $5.6k |