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 Excel
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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 605k | $38M | 1% | Sep 2024 |
|
| Davenport & Co | 516k | $32M | 5% | Sep 2024 |
|
| Branch Banking & Trust Company | 498k | $29M | -5% | Jun 2024 |
|
| Morgan Stanley | 459k | $27M | 1% | Jun 2024 |
|
| Eqis Capital Management | 330k | $21M | -3% | Sep 2024 |
|
| Ieq Capital | 205k | $12M | 6% | Jun 2024 |
|
| Private Advisor | 191k | $12M | 6% | Sep 2024 |
|
| HighTower Advisors | 182k | $11M | -2% | Jun 2024 |
|
| Consolidated Planning Corp | 162k | $10M | 6% | Sep 2024 |
|
| Bsc Private Wealth Management | 158k | $9.9M | 3% | Sep 2024 |
|
| Wells Fargo & Company | 132k | $8.2M | 1% | Sep 2024 |
|
| LPL Financial | 126k | $7.9M | 5% | Sep 2024 |
|
| Envestnet Asset Management | 122k | $7.6M | -5% | Sep 2024 |
|
| Jpmorgan Chase & Co | 120k | $7.5M | 47% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 115k | $7.2M | 60% | Sep 2024 |
|
| Cetera Investment Advisers | 103k | $5.9M | -46% | Jun 2024 |
|
| Steward Partners Investment Advisory | 102k | $5.9M | 1% | Jun 2024 |
|
| Raymond James Financial Services Advisors | 100k | $6.2M | -66% | Sep 2024 |
|
| Synovus Financial Corp. | 85k | $5.3M | 7% | Sep 2024 |
|
| Breakwater Capital Group | 80k | $5.0M | 9% | Sep 2024 |
|
| Equitable Holdings | 78k | $4.5M | 2% | Jun 2024 |
|
| Lauer Wealth | 73k | $4.5M | 0% | Sep 2024 |
|
| Great Point Wealth Advisors | 66k | $4.1M | -3% | Sep 2024 |
|
| First Western Trust Bank | 62k | $3.9M | 0% | Sep 2024 |
|
| Theory Financial | 53k | $3.3M | -2% | Sep 2024 |
|
| Royal Bank of Canada | 49k | $3.0M | -53% | Sep 2024 |
|
| Janney Montgomery Scott | 49k | $3.0M | 100% | Sep 2024 |
|
| A.N. Culbertson & Company | 46k | $2.9M | 1% | Sep 2024 |
|
| GHP Investment Advisors | 44k | $2.7M | 0% | Sep 2024 |
|
| Commonwealth Equity Services | 39k | $2.4M | 7% | Sep 2024 |
|
| Kestra Advisory Services | 39k | $2.4M | -7% | Sep 2024 |
|
| Citadel Advisors | 35k | $2.2M | 346% | Sep 2024 |
|
| CFG Asset Management | 35k | $2.2M | 0% | Sep 2024 |
|
| Northeast Financial Consultants | 33k | $2.0M | 0% | Sep 2024 |
|
| Advisor Group Holdings | 30k | $1.9M | -34% | Sep 2024 |
|
| Susquehanna International | 28k | $1.7M | -27% | Sep 2024 |
|
| Flagship Harbor Advisors | 27k | $1.7M | -3% | Sep 2024 |
|
| Raymond James & Associates | 26k | $1.6M | 3% | Sep 2024 |
|
| Jane Street | 26k | $1.6M | -16% | Sep 2024 |
|
| Mather Group | 25k | $1.6M | -46% | Sep 2024 |
|
| Mercer Global Advisors | 24k | $1.4M | -5% | Jun 2024 |
|
| L & S Advisors | 23k | $1.4M | 1% | Sep 2024 |
|
| Central Trust & Investment | 22k | $1.4M | 3% | Sep 2024 |
|
| Apella Capital | 21k | $1.3M | 0% | Sep 2024 |
|
| Team Financial Group | 18k | $1.1M | -20% | Sep 2024 |
|
| RVW Wealth | 18k | $1.1M | 0% | Sep 2024 |
|
| Mason Investment Advisory Services | 17k | $1.1M | 0% | Sep 2024 |
|
| Rockefeller Capital Management | 17k | $962k | 100% | Jun 2024 |
|
| Western Wealth Management | 17k | $1.0M | 1% | Sep 2024 |
|
| T. Rowe Price Associates | 16k | $998k | -1% | Sep 2024 |
|
| Oxler Private Wealth | 13k | $822k | -3% | Sep 2024 |
|
| Institute For Wealth Management | 13k | $797k | 0% | Sep 2024 |
|
| Sensible Money | 12k | $751k | 0% | Sep 2024 |
|
| Savant Capital Management | 12k | $748k | 0% | Sep 2024 |
|
| Asset Dedication | 12k | $746k | 0% | Sep 2024 |
|
| Creative Planning | 11k | $705k | 0% | Sep 2024 |
|
| Pacific Sun Financial Corp | 11k | $698k | 0% | Sep 2024 |
|
| Hibernia Wealth Partners | 11k | $691k | 100% | Sep 2024 |
|
| Aurora Private Wealth | 11k | $674k | 0% | Sep 2024 |
|
| LBJ Family Wealth Advisors | 11k | $650k | 0% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 10k | $647k | 0% | Sep 2024 |
|
| Per Stirling Capital Management | 10k | $621k | -6% | Sep 2024 |
|
| Goss Wealth Management | 9.5k | $547k | 10% | Jun 2024 |
|
| H D Vest Advisory Services | 9.3k | $537k | 153% | Jun 2024 |
|
| PSI Advisors | 8.3k | $517k | 0% | Sep 2024 |
|
| Stifel Financial | 7.7k | $446k | 0% | Jun 2024 |
|
| Wealth Enhancement Advisory Services | 7.3k | $424k | 3% | Jun 2024 |
|
| CVA Family Office | 7.2k | $451k | -11% | Sep 2024 |
|
| S.A. Mason | 7.1k | $441k | 0% | Sep 2024 |
|
| Investors Research Corp | 7.0k | $435k | -31% | Sep 2024 |
|
| Financial Insights | 6.9k | $432k | 0% | Sep 2024 |
|
| Sontag Advisory | 6.9k | $429k | -4% | Sep 2024 |
|
| PFG Financial Advisors | 6.8k | $421k | -4% | Sep 2024 |
|
| Beacon Pointe Advisors | 6.4k | $401k | 0% | Sep 2024 |
|
| Mml Investors Services | 6.4k | $398k | 3% | Sep 2024 |
|
| Unionview | 6.3k | $390k | 0% | Sep 2024 |
|
| Sargent Investment Group | 5.7k | $356k | 0% | Sep 2024 |
|
| Raymond James Trust | 5.6k | $348k | 0% | Sep 2024 |
|
| Envestnet Portfolio Solutions | 5.4k | $334k | -5% | Sep 2024 |
|
| Kingsview Wealth Management | 5.0k | $315k | -2% | Sep 2024 |
|
| Cornerstone Wealth Management | 4.9k | $304k | 0% | Sep 2024 |
|
| BlueChip Wealth Advisors | 4.7k | $274k | 2% | Jun 2024 |
|
| Burns Wealth Management | 4.6k | $285k | 0% | Sep 2024 |
|
| Howard Wealth Management | 4.5k | $278k | 7% | Sep 2024 |
|
| Capital Management Corporation | 4.4k | $273k | 0% | Sep 2024 |
|
| McKinley Carter Wealth Services | 4.4k | $272k | 0% | Sep 2024 |
|
| D. E. Shaw & Co | 4.2k | $261k | 0% | Sep 2024 |
|
| Chicago Partners Investment | 4.0k | $248k | 0% | Sep 2024 |
|
| Mariner Wealth Advisors | 3.8k | $237k | 0% | Sep 2024 |
|
| Brian McDonald | 3.7k | $230k | -8% | Sep 2024 |
|
| Financial Counselors | 3.7k | $213k | 0% | Jun 2024 |
|
| Principle Wealth Partners | 3.5k | $202k | 0% | Jun 2024 |
|
| Kaydan Wealth Management | 3.5k | $215k | 100% | Sep 2024 |
|
| Dana Investment Advisors | 3.4k | $213k | 100% | Sep 2024 |
|
| Astoria Portfolio Advisors | 3.4k | $211k | 100% | Sep 2024 |
|
| Kingswood Wealth Advisors | 3.3k | $207k | 100% | Sep 2024 |
|
| Retirement Income Solutions | 3.3k | $205k | 100% | Sep 2024 |
|
| Better Money Decisions | 3.2k | $201k | 100% | Sep 2024 |
|
| Captrust Financial Advisors | 3.2k | $201k | -17% | Sep 2024 |
|
| A. Montag and Associates | 3.2k | $199k | 0% | Sep 2024 |
|
| Ancora Advisors | 2.4k | $150k | 0% | Sep 2024 |
|
| DHJJ Financial Advisors | 2.4k | $148k | 0% | Sep 2024 |
|
| Global Retirement Partners | 2.2k | $135k | 0% | Sep 2024 |
|
| Pnc Financial Services | 1.4k | $88k | 0% | Sep 2024 |
|
| NBT Bank | 1.3k | $66k | 100% | Sep 2024 |
|
| Us Bancorp | 1.3k | $78k | 0% | Sep 2024 |
|
| Horizons Wealth Management | 1.2k | $77k | 0% | Sep 2024 |
|
| Capital Advisors | 1.2k | $77k | 0% | Sep 2024 |
|
| Financial Freedom | 1.1k | $67k | 0% | Sep 2024 |
|
| Whittier Trust Co. of Nevada | 900.00 | $56k | 0% | Sep 2024 |
|
| William Blair $ Company | 765.00 | $48k | 0% | Sep 2024 |
|
| Sugarloaf Wealth Management | 750.00 | $47k | 0% | Sep 2024 |
|
| Clear Point Advisors | 657.00 | $41k | 0% | Sep 2024 |
|
| Citigroup | 643.00 | $40k | 0% | Sep 2024 |
|
| Newbridge Financial Services Group | 632.00 | $39k | 0% | Sep 2024 |
|
| Benjamin F. Edwards & Company | 575.00 | $33k | 0% | Jun 2024 |
|
| Oakworth Capital | 554.00 | $35k | 0% | Sep 2024 |
|
| Creative Financial Designs | 547.00 | $34k | 0% | Sep 2024 |
|
| Northwest Investment Counselors | 538.00 | $34k | 100% | Sep 2024 |
|
| CWM | 510.00 | $32k | 0% | Sep 2024 |
|
| Northwest Capital Management | 510.00 | $32k | 0% | Sep 2024 |
|
| Continuum Advisory | 455.00 | $30k | 0% | Sep 2024 |
|
| Trust Co Of Vermont | 400.00 | $25k | 0% | Sep 2024 |
|
| GPS Wealth Strategies Group | 346.00 | $22k | 0% | Sep 2024 |
|
| Bristlecone Advisors | 330.00 | $21k | 100% | Sep 2024 |
|
| Harbour Investments | 330.00 | $21k | 0% | Sep 2024 |
|
| Glen Eagle Advisors | 306.00 | $19k | 0% | Sep 2024 |
|
| Nbc Securities | 289.00 | $18k | 0% | Sep 2024 |
|
| Qube Research & Technologies | 277.00 | $16k | -88% | Jun 2024 |
|
| Ruedi Wealth Management | 159.00 | $9.9k | 0% | Sep 2024 |
|
| Tucker Asset Management | 114.00 | $6.6k | 0% | Jun 2024 |
|
| BlackRock | 90.00 | $5.6k | 100% | Sep 2024 |
|
| BlackRock | 90.00 | $5.2k | 0% | Jun 2024 |
|
| Atlantic Edge Private Wealth Management | 45.00 | $2.8k | 0% | Sep 2024 |
|
| Smartleaf Asset Management | 43.00 | $2.7k | 0% | Sep 2024 |
|
Who sold out of WisdomTree MidCap Earnings Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Jun 2024 | 7.3k | $420k |
| Laurel Wealth Advisors | Jun 2024 | 6.1k | $352k |
| Stratos Wealth Partners | Jun 2024 | 4.0k | $229k |
| Hrt Financial | Jun 2024 | 3.9k | $226k |
| Tiaa Trust, National Association | Mar 2024 | 3.4k | $207k |
| Franklin Resources | Jun 2024 | 1.5k | $87k |
| Coastal Investment Advisors | Jun 2024 | 700.00 | $41k |
| ICA Group Wealth Management | Mar 2024 | 555.00 | $34k |
| Colonial Asset Management | Mar 2024 | 225.00 | $14k |
| Redwood Wealth Management Group | Jun 2024 | 214.00 | $12k |
| Triad Wealth Partners | Jun 2024 | 211.00 | $12k |
| New Republic Capital | Jun 2024 | 211.00 | $12k |
| Spire Wealth Management | Jun 2024 | 125.00 | $7.2k |
| Tyler-Stone Wealth Management | Jun 2024 | 100.00 | $5.8k |
| Moisand Fitzgerald Tamayo | Jun 2024 | 85.00 | $4.9k |
| Castleview Partners | Jun 2024 | 43.00 | $2.5k |