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 154 institutions that hold shares in the stock, with a total of 7.41 Million shares, which have been reported (via 13F filing form) to have a value of $497 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
8,293
shares
|
$555,879
0.15% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,173
shares
|
$547,836
0.0% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
7,612
shares
|
$510,232
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
7,235
shares
|
$484,962
0.07% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
7,228
shares
|
$484,492
0.12% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
7,122
shares
|
$477,387
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
7,079
shares
|
$474,505
0.24% of portfolio
|
Q1 2024
Reduced 12.38%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
6,978
shares
|
$467,735
0.1% of portfolio
|
Q3 2024
Reduced 31.24%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
6,936
shares
|
$464,920
0.14% of portfolio
|
Q3 2020
Added 28800.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,884
shares
|
$461,434
0.0% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
6,750
shares
|
$452,452
0.04% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,427
shares
|
$430,801
0.0% of portfolio
|
Q2 2024
Reduced 25.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
6,387
shares
|
$428,120
0.0% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
6,262
shares
|
$419,741
0.3% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
5,705
shares
|
$382,406
0.06% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,578
shares
|
$373,893
0.01% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,357
shares
|
$359,079
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
5,049
shares
|
$338,434
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,883
shares
|
$327,307
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
4,575
shares
|
$306,662
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
4,455
shares
|
$298,618
0.16% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
4,387
shares
|
$294,060
0.14% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
4,383
shares
|
$293,792
0.06% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
4,364
shares
|
$292,518
0.02% of portfolio
|
Q2 2023
Reduced 13.09%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,191
shares
|
$280,922
0.0% of portfolio
|
Q2 2024
New holding
|