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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,620
shares
|
$601,442
0.0% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,842
shares
|
$552,801
0.0% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
8,762
shares
|
$547,800
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
8,186
shares
|
$511,788
0.42% of portfolio
|
Q2 2025
Reduced 16.31%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
7,675
shares
|
$479,841
0.24% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
7,575
shares
|
$473,589
0.07% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
7,269
shares
|
$454,457
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
7,122
shares
|
$445,267
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,042
shares
|
$440,265
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
7,001
shares
|
$437,702
0.21% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
6,995
shares
|
$437,327
0.11% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,975
shares
|
$436,077
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,927
shares
|
$433,076
0.0% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,808
shares
|
$425,636
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
6,695
shares
|
$418,571
0.08% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,650
shares
|
$415,758
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
6,618
shares
|
$413,757
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,543
shares
|
$409,068
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
6,462
shares
|
$404,004
0.01% of portfolio
|
Q2 2025
Added 89.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
6,336
shares
|
$396,126
0.0% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
6,329
shares
|
$395,689
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
6,283
shares
|
$392,813
0.29% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,165
shares
|
$385,435
0.0% of portfolio
|
Q2 2025
Added 27.67%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
6,079
shares
|
$380,059
0.19% of portfolio
|
Q4 2024
Reduced 14.13%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,717
shares
|
$357,426
0.02% of portfolio
|
Q2 2025
Added 25.04%
|