Institutional Ownership Wisdomtree U.S. Midcap Fund (EZM)
This table provides information about the institutional ownership of Wisdomtree U.S. Midcap Fund (EZM). We have compiled data on the 159 institutions that hold shares in the stock, with a total of 8.4 Million shares, which have been reported (via 13F filing form) to have a value of $502 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
83,692
shares
|
$5.06 Million
0.05% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
83,667
shares
|
$5.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
81,113
shares
|
$4.9 Million
1.01% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
75,480
shares
|
$4.56 Million
3.15% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
75,193
shares
|
$4.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
61,904
shares
|
$3.74 Million
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
61,096
shares
|
$3.69 Million
0.85% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Feb 14, 2025 Q4 2024 |
56,897
shares
|
$3.44 Million
3.28% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
54,228
shares
|
$3.28 Million
0.0% of portfolio
|
Q4 2024
Added 38.14%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
52,434
shares
|
$3.17 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
51,070
shares
|
$3.09 Million
0.01% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
46,387
shares
|
$2.8 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
44,855
shares
|
$2.71 Million
0.02% of portfolio
|
Q4 2024
Added 16.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
43,023
shares
|
$2.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
42,653
shares
|
$2.58 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
42,087
shares
|
$2.54 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
35,868
shares
|
$2.17 Million
0.18% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
32,839
shares
|
$1.99 Million
0.0% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
32,505
shares
|
$1.96 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
29,711
shares
|
$1.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
28,224
shares
|
$1.71 Million
0.02% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
27,086
shares
|
$1.64 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,045
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
25,969
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2024
Added 17.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
22,472
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.3%
|