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
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Top 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 | $65M | 12% | Dec 2023 |
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| Bank of America Corporation | 719k | $41M | -5% | Dec 2023 |
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| Branch Banking & Trust Company | 537k | $31M | -5% | Dec 2023 |
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| Davenport & Co | 428k | $25M | 10% | Dec 2023 |
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| Raymond James Financial Services Advisors | 292k | $18M | -30% | Mar 2024 |
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| Baird Financial | 268k | $15M | 6% | Dec 2023 |
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| HighTower Advisors | 198k | $11M | -3% | Dec 2023 |
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| Ieq Capital | 193k | $11M | 2% | Dec 2023 |
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| Great Point Wealth Advisors | 157k | $9.0M | -12% | Dec 2023 |
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| Bsc Private Wealth Management | 154k | $8.8M | 4% | Dec 2023 |
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| Private Advisor | 148k | $8.5M | 11% | Dec 2023 |
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| Consolidated Planning Corp | 145k | $8.3M | 6% | Dec 2023 |
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| Jpmorgan Chase & Co | 138k | $7.9M | 2045% | Dec 2023 |
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| Wells Fargo & Company | 126k | $7.2M | 5% | Dec 2023 |
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| Royal Bank of Canada | 120k | $6.9M | -11% | Dec 2023 |
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| Mercer Global Advisors | 80k | $4.6M | -9% | Dec 2023 |
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| Cambridge Investment Research Advisors | 78k | $4.7M | -1% | Mar 2024 |
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| Lauer Wealth | 76k | $4.5M | -16% | Mar 2024 |
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| Theory Financial | 72k | $4.1M | 2% | Dec 2023 |
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| Breakwater Capital Group | 70k | $4.3M | 3% | Mar 2024 |
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| First Western Trust Bank | 62k | $3.6M | 0% | Dec 2023 |
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| Advisor Group Holdings | 48k | $2.8M | -13% | Dec 2023 |
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| Mather Group | 48k | $2.7M | -7% | Mar 2024 |
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| A.N. Culbertson & Company | 48k | $2.7M | 0% | Dec 2023 |
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| GHP Investment Advisors | 46k | $2.6M | -3% | Dec 2023 |
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| Janney Montgomery Scott | 41k | $2.3M | 52% | Dec 2023 |
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| Kestra Advisory Services | 39k | $2.2M | 5% | Dec 2023 |
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| Commonwealth Equity Services | 35k | $2.0M | 19% | Dec 2023 |
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| Northeast Financial Consultants | 34k | $1.9M | -6% | Dec 2023 |
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| Flagship Harbor Advisors | 28k | $1.7M | -2% | Mar 2024 |
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| CFG Asset Management | 26k | $1.5M | -18% | Dec 2023 |
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| Bank of New York Mellon | 26k | $1.5M | 100% | Dec 2023 |
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| Raymond James & Associates | 25k | $1.5M | 1% | Mar 2024 |
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| Central Trust & Investment | 24k | $1.4M | -1% | Dec 2023 |
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| Investors Research Corp | 23k | $1.3M | 0% | Dec 2023 |
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| Apella Capital | 21k | $1.3M | 0% | Mar 2024 |
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| Team Financial Group | 21k | $1.2M | 16% | Dec 2023 |
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| RVW Wealth | 19k | $1.2M | -5% | Mar 2024 |
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| T. Rowe Price Associates | 19k | $1.1M | -8% | Dec 2023 |
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| Flow Traders US | 17k | $956k | 223% | Dec 2023 |
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| Western Wealth Management | 16k | $944k | 100% | Dec 2023 |
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| Strategic Financial | 16k | $942k | -9% | Dec 2023 |
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| Asset Dedication | 15k | $933k | 0% | Mar 2024 |
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| Oxler Private Wealth | 15k | $840k | -3% | Dec 2023 |
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| Institute For Wealth Management | 14k | $787k | 0% | Dec 2023 |
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| Aurora Private Wealth | 12k | $732k | 0% | Mar 2024 |
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| Savant Capital Management | 12k | $689k | 0% | Dec 2023 |
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| Hibernia Wealth Partners | 12k | $657k | -23% | Dec 2023 |
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| Pacific Sun Financial Corp | 11k | $650k | 1% | Dec 2023 |
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| LBJ Family Wealth Advisors | 11k | $610k | 0% | Dec 2023 |
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| CVA Family Office | 9.5k | $547k | 0% | Dec 2023 |
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| Beacon Pointe Advisors | 8.6k | $495k | 0% | Dec 2023 |
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| PSI Advisors | 8.5k | $490k | 0% | Dec 2023 |
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| PFG Financial Advisors | 7.2k | $440k | -5% | Mar 2024 |
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| Sontag Advisory | 7.2k | $413k | 0% | Dec 2023 |
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| Stifel Financial | 7.2k | $412k | 28% | Dec 2023 |
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| Centric Wealth Management | 7.2k | $399k | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 7.1k | $435k | 2% | Mar 2024 |
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| S.A. Mason | 7.1k | $432k | -12% | Mar 2024 |
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| Financial Insights | 6.9k | $398k | 0% | Dec 2023 |
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| Creative Planning | 6.6k | $378k | 14% | Dec 2023 |
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| Unionview | 6.2k | $356k | 0% | Dec 2023 |
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| Sargent Investment Group | 5.9k | $336k | -9% | Dec 2023 |
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| Raymond James Trust | 5.6k | $340k | 0% | Mar 2024 |
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| Envestnet Portfolio Solutions | 5.6k | $320k | 100% | Dec 2023 |
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| Kingsview Wealth Management | 5.2k | $296k | 0% | Dec 2023 |
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| HPM Partners | 5.1k | $293k | 100% | Dec 2023 |
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| Stratos Wealth Partners | 5.0k | $306k | -11% | Mar 2024 |
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| Cornerstone Wealth Management | 4.9k | $299k | 0% | Mar 2024 |
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| BlueChip Wealth Advisors | 4.6k | $267k | 100% | Dec 2023 |
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| Captrust Financial Advisors | 4.4k | $253k | 0% | Dec 2023 |
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| Capital Management Corporation | 4.4k | $251k | 1% | Dec 2023 |
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| McKinley Carter Wealth Services | 4.4k | $250k | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 4.1k | $237k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 4.1k | $237k | 5% | Dec 2023 |
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| Howard Wealth Management | 4.0k | $228k | -2% | Dec 2023 |
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| Chicago Partners Investment | 4.0k | $223k | 100% | Dec 2023 |
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| Arete Wealth Advisors | 3.8k | $220k | 100% | Dec 2023 |
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| H D Vest Advisory Services | 3.7k | $213k | -30% | Dec 2023 |
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| Financial Counselors | 3.7k | $211k | 100% | Dec 2023 |
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| Insight Advisors, LLC/ PA | 3.6k | $205k | 100% | Dec 2023 |
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| Dana Investment Advisors | 3.5k | $202k | 100% | Dec 2023 |
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| Principle Wealth Partners | 3.5k | $214k | 0% | Mar 2024 |
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| Kaydan Wealth Management | 3.5k | $211k | 100% | Mar 2024 |
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| A. Montag and Associates | 3.2k | $182k | 0% | Dec 2023 |
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| DHJJ Financial Advisors | 2.4k | $145k | 0% | Mar 2024 |
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| Ancora Advisors | 2.2k | $127k | 0% | Dec 2023 |
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| Pnc Financial Services | 1.5k | $88k | 0% | Dec 2023 |
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| Franklin Resources | 1.5k | $86k | 0% | Dec 2023 |
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| Us Bancorp | 1.3k | $72k | 0% | Dec 2023 |
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| Horizons Wealth Management | 1.2k | $71k | -12% | Mar 2024 |
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| Capital Advisors | 1.2k | $75k | 0% | Mar 2024 |
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| Advisory Services Network | 1.2k | $70k | 100% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 900.00 | $52k | 0% | Dec 2023 |
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| Global Retirement Partners | 895.00 | $55k | 0% | Mar 2024 |
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| William Blair $ Company | 765.00 | $44k | 0% | Dec 2023 |
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| Sugarloaf Wealth Management | 750.00 | $46k | 0% | Mar 2024 |
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| Coastal Investment Advisors | 700.00 | $43k | 100% | Mar 2024 |
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| Citigroup | 643.00 | $37k | 0% | Dec 2023 |
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| Newbridge Financial Services Group | 632.00 | $36k | 0% | Dec 2023 |
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| Benjamin F. Edwards & Company | 575.00 | $33k | 0% | Dec 2023 |
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| ICA Group Wealth Management | 555.00 | $32k | 100% | Dec 2023 |
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| Oakworth Capital | 554.00 | $34k | 0% | Mar 2024 |
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| Creative Financial Designs | 547.00 | $31k | 0% | Dec 2023 |
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| Sound Income Strategies | 545.00 | $33k | 0% | Mar 2024 |
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| Northwest Investment Counselors | 535.00 | $33k | 100% | Mar 2024 |
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| CWM | 510.00 | $31k | 0% | Mar 2024 |
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| Northwest Capital Management | 510.00 | $31k | 0% | Mar 2024 |
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| GPS Wealth Strategies Group | 451.00 | $26k | -97% | Dec 2023 |
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| Trust Co Of Vermont | 400.00 | $23k | 0% | Dec 2023 |
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| Harbour Investments | 327.00 | $19k | 0% | Dec 2023 |
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| Nbc Securities | 288.00 | $17k | 0% | Mar 2024 |
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| Register Financial Advisors | 200.00 | $12k | 100% | Mar 2024 |
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| Spire Wealth Management | 125.00 | $7.6k | 0% | Mar 2024 |
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| EPG Wealth Management | 113.00 | $6.3k | 2% | Dec 2023 |
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| Tucker Asset Management | 113.00 | $6.5k | 0% | Dec 2023 |
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| Life Planning Partners | 97.00 | $5.6k | 100% | Dec 2023 |
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| Atlantic Edge Private Wealth Management | 45.00 | $2.6k | 100% | Dec 2023 |
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| Castleview Partners | 43.00 | $2.5k | 0% | Dec 2023 |
|
| DB Wealth Management Group | 7.00 | $402.000200 | 0% | Dec 2023 |
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Who sold out of WisdomTree MidCap Earnings Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Win Advisors | Sep 2023 | 228k | $12M |
| Citadel Advisors | Sep 2023 | 15k | $749k |
| Coppell Advisory Solutions | Sep 2023 | 2.0k | $98k |
| Founders Capital Management | Dec 2023 | 1.0k | $59k |
| Fifth Third Bancorp | Dec 2023 | 580.00 | $33k |
| Umb Bank N A | Sep 2023 | 255.00 | $13k |