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 163 institutions that hold shares in the stock, with a total of 7.58 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
82,203
shares
|
$5.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
81,987
shares
|
$5.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
70,974
shares
|
$4.44 Million
2.82% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
70,526
shares
|
$4.41 Million
0.01% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
62,634
shares
|
$3.92 Million
0.01% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
59,905
shares
|
$3.75 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
55,899
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
54,342
shares
|
$3.4 Million
0.0% of portfolio
|
Q2 2025
Added 32.66%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
52,977
shares
|
$3.31 Million
3.28% of portfolio
|
Q1 2025
Reduced 41.07%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
46,413
shares
|
$2.9 Million
0.45% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
41,105
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
40,137
shares
|
$2.51 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
39,444
shares
|
$2.47 Million
0.18% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
38,525
shares
|
$2.41 Million
1.37% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
38,160
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2025
Added 22.24%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Aug 12, 2025 Q2 2025 |
35,492
shares
|
$2.22 Million
1.83% of portfolio
|
Q2 2025
Reduced 54.51%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
30,701
shares
|
$1.92 Million
0.81% of portfolio
|
Q2 2025
Reduced 26.15%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
29,505
shares
|
$1.84 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
29,272
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
27,173
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
26,475
shares
|
$1.66 Million
0.19% of portfolio
|
Q2 2025
Added 22.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,045
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
25,342
shares
|
$1.58 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
25,303
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
20,925
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2023
New holding
|