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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
3,996
shares
|
$267,851
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,799
shares
|
$254,646
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,691
shares
|
$247,407
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
3,683
shares
|
$246,871
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$234,605
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
3,450
shares
|
$231,253
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
3,410
shares
|
$228,572
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,389
shares
|
$227,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
3,377
shares
|
$226,360
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
3,323
shares
|
$222,740
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
3,291
shares
|
$220,595
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
3,231
shares
|
$216,573
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,230
shares
|
$216,506
0.0% of portfolio
|
Q3 2024
Reduced 17.18%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
3,198
shares
|
$214,361
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,410
shares
|
$161,542
0.0% of portfolio
|
Q1 2024
Added 9.05%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,370
shares
|
$158,861
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,168
shares
|
$145,321
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,403
shares
|
$94,043
0.0% of portfolio
|
Q2 2024
Reduced 8.0%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,288
shares
|
$86,334
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,250
shares
|
$83,787
0.0% of portfolio
|
Q1 2023
Reduced 11.85%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
1,233
shares
|
$82,647
0.06% of portfolio
|
Q4 2023
Reduced 11.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,232
shares
|
$82,580
0.01% of portfolio
|
Q1 2020
Reduced 31.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,131
shares
|
$75,810
0.0% of portfolio
|
Q1 2020
Reduced 55.26%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
1,066
shares
|
$71,453
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
900
shares
|
$60,327
0.0% of portfolio
|
Q1 2023
New holding
|