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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 605k | $38M | 1% | Sep 2024 |
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| Davenport & Co | 516k | $32M | 5% | Sep 2024 |
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| Branch Banking & Trust Company | 498k | $29M | -5% | Jun 2024 |
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| Morgan Stanley | 459k | $27M | 1% | Jun 2024 |
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| Eqis Capital Management | 330k | $21M | -3% | Sep 2024 |
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| Ieq Capital | 205k | $12M | 6% | Jun 2024 |
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| Private Advisor | 191k | $12M | 6% | Sep 2024 |
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| HighTower Advisors | 182k | $11M | -2% | Jun 2024 |
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| Consolidated Planning Corp | 162k | $10M | 6% | Sep 2024 |
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| Bsc Private Wealth Management | 158k | $9.9M | 3% | Sep 2024 |
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| Wells Fargo & Company | 132k | $8.2M | 1% | Sep 2024 |
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| LPL Financial | 126k | $7.9M | 5% | Sep 2024 |
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| Envestnet Asset Management | 122k | $7.6M | -5% | Sep 2024 |
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| Jpmorgan Chase & Co | 120k | $7.5M | 47% | Sep 2024 |
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| Cambridge Investment Research Advisors | 115k | $7.2M | 60% | Sep 2024 |
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| Cetera Investment Advisers | 103k | $5.9M | -46% | Jun 2024 |
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| Steward Partners Investment Advisory | 102k | $5.9M | 1% | Jun 2024 |
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| Raymond James Financial Services Advisors | 100k | $6.2M | -66% | Sep 2024 |
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| Pensionmark Financial Group | 88k | $5.5M | 100% | Sep 2024 |
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| Synovus Financial Corp. | 85k | $5.3M | 7% | Sep 2024 |
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| Breakwater Capital Group | 80k | $5.0M | 9% | Sep 2024 |
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| Equitable Holdings | 78k | $4.5M | 2% | Jun 2024 |
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| Lauer Wealth | 73k | $4.5M | 0% | Sep 2024 |
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| Great Point Wealth Advisors | 66k | $4.1M | -3% | Sep 2024 |
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| First Western Trust Bank | 62k | $3.9M | 0% | Sep 2024 |
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| Theory Financial | 53k | $3.3M | -2% | Sep 2024 |
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| Royal Bank of Canada | 49k | $3.0M | -53% | Sep 2024 |
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| Janney Montgomery Scott | 49k | $3.0M | 100% | Sep 2024 |
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| A.N. Culbertson & Company | 46k | $2.9M | 1% | Sep 2024 |
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| GHP Investment Advisors | 44k | $2.7M | 0% | Sep 2024 |
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| Commonwealth Equity Services | 39k | $2.4M | 7% | Sep 2024 |
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| Kestra Advisory Services | 39k | $2.4M | -7% | Sep 2024 |
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| Citadel Advisors | 35k | $2.2M | 346% | Sep 2024 |
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| CFG Asset Management | 35k | $2.2M | 0% | Sep 2024 |
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| Northeast Financial Consultants | 33k | $2.0M | 0% | Sep 2024 |
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| Advisor Group Holdings | 30k | $1.9M | -34% | Sep 2024 |
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| Susquehanna International | 28k | $1.7M | -27% | Sep 2024 |
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| Flagship Harbor Advisors | 27k | $1.7M | -3% | Sep 2024 |
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| Raymond James & Associates | 26k | $1.6M | 3% | Sep 2024 |
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| Jane Street | 26k | $1.6M | -16% | Sep 2024 |
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| Mather Group | 25k | $1.6M | -46% | Sep 2024 |
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| Mercer Global Advisors | 24k | $1.4M | -5% | Jun 2024 |
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| L & S Advisors | 23k | $1.4M | 1% | Sep 2024 |
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| Central Trust & Investment | 22k | $1.4M | 3% | Sep 2024 |
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| Apella Capital | 21k | $1.3M | 0% | Sep 2024 |
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| Team Financial Group | 18k | $1.1M | -20% | Sep 2024 |
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| RVW Wealth | 18k | $1.1M | 0% | Sep 2024 |
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| Mason Investment Advisory Services | 17k | $1.1M | 0% | Sep 2024 |
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| Rockefeller Capital Management | 17k | $962k | 100% | Jun 2024 |
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| Western Wealth Management | 17k | $1.0M | 1% | Sep 2024 |
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| T. Rowe Price Associates | 16k | $998k | -1% | Sep 2024 |
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| Oxler Private Wealth | 13k | $822k | -3% | Sep 2024 |
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| Institute For Wealth Management | 13k | $797k | 0% | Sep 2024 |
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| Sensible Money | 12k | $751k | 0% | Sep 2024 |
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| Savant Capital Management | 12k | $748k | 0% | Sep 2024 |
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| Asset Dedication | 12k | $746k | 0% | Sep 2024 |
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| Creative Planning | 11k | $705k | 0% | Sep 2024 |
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| Pacific Sun Financial Corp | 11k | $698k | 0% | Sep 2024 |
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| Hibernia Wealth Partners | 11k | $691k | 100% | Sep 2024 |
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| Aurora Private Wealth | 11k | $674k | 0% | Sep 2024 |
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| LBJ Family Wealth Advisors | 11k | $650k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 10k | $647k | 0% | Sep 2024 |
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| Per Stirling Capital Management | 10k | $621k | -6% | Sep 2024 |
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| Goss Wealth Management | 9.5k | $547k | 10% | Jun 2024 |
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| H D Vest Advisory Services | 9.3k | $537k | 153% | Jun 2024 |
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| PSI Advisors | 8.3k | $517k | 0% | Sep 2024 |
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| Stifel Financial | 7.7k | $446k | 0% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 7.3k | $424k | 3% | Jun 2024 |
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| CVA Family Office | 7.2k | $451k | -11% | Sep 2024 |
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| S.A. Mason | 7.1k | $441k | 0% | Sep 2024 |
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| Investors Research Corp | 7.0k | $435k | -31% | Sep 2024 |
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| Financial Insights | 6.9k | $432k | 0% | Sep 2024 |
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| Sontag Advisory | 6.9k | $429k | -4% | Sep 2024 |
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| PFG Financial Advisors | 6.8k | $421k | -4% | Sep 2024 |
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| Beacon Pointe Advisors | 6.4k | $401k | 0% | Sep 2024 |
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| Mml Investors Services | 6.4k | $398k | 3% | Sep 2024 |
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| Unionview | 6.3k | $390k | 0% | Sep 2024 |
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| Sargent Investment Group | 5.7k | $356k | 0% | Sep 2024 |
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| Raymond James Trust | 5.6k | $348k | 0% | Sep 2024 |
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| Envestnet Portfolio Solutions | 5.4k | $334k | -5% | Sep 2024 |
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| Kingsview Wealth Management | 5.0k | $315k | -2% | Sep 2024 |
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| Cornerstone Wealth Management | 4.9k | $304k | 0% | Sep 2024 |
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| BlueChip Wealth Advisors | 4.7k | $274k | 2% | Jun 2024 |
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| Burns Wealth Management | 4.6k | $285k | 0% | Sep 2024 |
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| Howard Wealth Management | 4.5k | $278k | 7% | Sep 2024 |
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| Capital Management Corporation | 4.4k | $273k | 0% | Sep 2024 |
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| McKinley Carter Wealth Services | 4.4k | $272k | 0% | Sep 2024 |
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| D. E. Shaw & Co | 4.2k | $261k | 0% | Sep 2024 |
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| Chicago Partners Investment | 4.0k | $248k | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 3.8k | $237k | 0% | Sep 2024 |
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| Brian McDonald | 3.7k | $230k | -8% | Sep 2024 |
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| Financial Counselors | 3.7k | $213k | 0% | Jun 2024 |
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| Principle Wealth Partners | 3.5k | $202k | 0% | Jun 2024 |
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| Kaydan Wealth Management | 3.5k | $215k | 100% | Sep 2024 |
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| Dana Investment Advisors | 3.4k | $213k | 100% | Sep 2024 |
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| Astoria Portfolio Advisors | 3.4k | $211k | 100% | Sep 2024 |
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| Kingswood Wealth Advisors | 3.3k | $207k | 100% | Sep 2024 |
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| Retirement Income Solutions | 3.3k | $205k | 100% | Sep 2024 |
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| Better Money Decisions | 3.2k | $201k | 100% | Sep 2024 |
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| Captrust Financial Advisors | 3.2k | $201k | -17% | Sep 2024 |
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| A. Montag and Associates | 3.2k | $199k | 0% | Sep 2024 |
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| Ancora Advisors | 2.4k | $150k | 0% | Sep 2024 |
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| DHJJ Financial Advisors | 2.4k | $148k | 0% | Sep 2024 |
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| Global Retirement Partners | 2.2k | $135k | 0% | Sep 2024 |
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| Pnc Financial Services | 1.4k | $88k | 0% | Sep 2024 |
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| NBT Bank | 1.3k | $66k | 100% | Sep 2024 |
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| Us Bancorp | 1.3k | $78k | 0% | Sep 2024 |
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| Horizons Wealth Management | 1.2k | $77k | 0% | Sep 2024 |
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| Capital Advisors | 1.2k | $77k | 0% | Sep 2024 |
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| Financial Freedom | 1.1k | $67k | 0% | Sep 2024 |
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| Whittier Trust Co. of Nevada | 900.00 | $56k | 0% | Sep 2024 |
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| William Blair $ Company | 765.00 | $48k | 0% | Sep 2024 |
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| Sugarloaf Wealth Management | 750.00 | $47k | 0% | Sep 2024 |
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| Clear Point Advisors | 657.00 | $41k | 0% | Sep 2024 |
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| Citigroup | 643.00 | $40k | 0% | Sep 2024 |
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| Newbridge Financial Services Group | 632.00 | $39k | 0% | Sep 2024 |
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| Benjamin F. Edwards & Company | 575.00 | $33k | 0% | Jun 2024 |
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| Oakworth Capital | 554.00 | $35k | 0% | Sep 2024 |
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| Creative Financial Designs | 547.00 | $34k | 0% | Sep 2024 |
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| Northwest Investment Counselors | 538.00 | $34k | 100% | Sep 2024 |
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| CWM | 510.00 | $32k | 0% | Sep 2024 |
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| Northwest Capital Management | 510.00 | $32k | 0% | Sep 2024 |
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| Continuum Advisory | 455.00 | $30k | 0% | Sep 2024 |
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| Trust Co Of Vermont | 400.00 | $25k | 0% | Sep 2024 |
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| GPS Wealth Strategies Group | 346.00 | $22k | 0% | Sep 2024 |
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| Bristlecone Advisors | 330.00 | $21k | 100% | Sep 2024 |
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| Harbour Investments | 330.00 | $21k | 0% | Sep 2024 |
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| Glen Eagle Advisors | 306.00 | $19k | 0% | Sep 2024 |
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| Nbc Securities | 289.00 | $18k | 0% | Sep 2024 |
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| Qube Research & Technologies | 277.00 | $16k | -88% | Jun 2024 |
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| Ruedi Wealth Management | 159.00 | $9.9k | 0% | Sep 2024 |
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| Tucker Asset Management | 114.00 | $6.6k | 0% | Jun 2024 |
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| BlackRock | 90.00 | $5.6k | 100% | Sep 2024 |
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| BlackRock | 90.00 | $5.2k | 0% | Jun 2024 |
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| Atlantic Edge Private Wealth Management | 45.00 | $2.8k | 0% | Sep 2024 |
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| Smartleaf Asset Management | 43.00 | $2.7k | 0% | Sep 2024 |
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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 |