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 7.49 Million shares, which have been reported (via 13F filing form) to have a value of $489 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
|
$627,897
0.0% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
9,035
shares
|
$589,714
0.34% of portfolio
|
Q3 2025
Reduced 27.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,842
shares
|
$577,117
0.0% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
8,762
shares
|
$571,895
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
8,208
shares
|
$535,736
0.41% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
7,675
shares
|
$500,947
0.24% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
7,575
shares
|
$494,420
0.07% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
7,269
shares
|
$474,447
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
7,122
shares
|
$464,852
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,042
shares
|
$459,631
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
6,995
shares
|
$456,563
0.11% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,975
shares
|
$455,258
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,927
shares
|
$452,125
0.0% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
6,926
shares
|
$452,060
0.21% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,808
shares
|
$444,358
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
6,618
shares
|
$431,956
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
6,544
shares
|
$427,126
0.08% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,543
shares
|
$427,061
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
6,462
shares
|
$421,774
0.01% of portfolio
|
Q2 2025
Added 89.5%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
6,351
shares
|
$414,529
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
6,336
shares
|
$413,550
0.0% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
6,283
shares
|
$410,091
0.29% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,165
shares
|
$402,389
0.0% of portfolio
|
Q2 2025
Added 27.67%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
6,079
shares
|
$396,776
0.18% of portfolio
|
Q4 2024
Reduced 14.13%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,717
shares
|
$373,148
0.02% of portfolio
|
Q2 2025
Added 25.04%
|