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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,578
shares
|
$348,736
0.01% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
5,549
shares
|
$346,923
0.0% of portfolio
|
Q2 2025
Reduced 21.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,049
shares
|
$315,663
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
4,710
shares
|
$294,469
0.06% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
4,586
shares
|
$286,716
0.02% of portfolio
|
Q2 2025
Reduced 21.3%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
4,455
shares
|
$278,526
0.14% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,404
shares
|
$275,338
0.0% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
4,208
shares
|
$263,084
0.02% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
4,191
shares
|
$262,021
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
4,118
shares
|
$257,457
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,044
shares
|
$252,830
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,771
shares
|
$235,762
0.25% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,750
shares
|
$234,450
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,616
shares
|
$226,072
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
3,610
shares
|
$225,697
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
3,563
shares
|
$222,758
0.08% of portfolio
|
Q1 2025
Reduced 41.7%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,523
shares
|
$220,257
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
3,500
shares
|
$218,820
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
3,450
shares
|
$215,694
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
3,440
shares
|
$215,068
0.2% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
3,377
shares
|
$211,130
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,970
shares
|
$185,684
0.0% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,878
shares
|
$179,932
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,719
shares
|
$169,991
0.0% of portfolio
|
Q2 2025
Added 536.77%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,560
shares
|
$160,051
0.0% of portfolio
|
Q4 2024
Added 6.22%
|