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 162 institutions that hold shares in the stock, with a total of 8.45 Million shares, which have been reported (via 13F filing form) to have a value of $501 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Management Corp
|
Feb 07, 2025 Q4 2024 |
4,586
shares
|
$271,995
0.06% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
4,575
shares
|
$271,343
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
4,455
shares
|
$264,226
0.15% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
4,208
shares
|
$249,576
0.02% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
4,191
shares
|
$248,568
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
4,118
shares
|
$244,238
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,062
shares
|
$240,917
0.0% of portfolio
|
Q4 2024
Reduced 84.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,789
shares
|
$224,725
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
3,750
shares
|
$222,412
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,750
shares
|
$222,412
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,695
shares
|
$219,150
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
3,683
shares
|
$218,438
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
3,616
shares
|
$214,464
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
3,500
shares
|
$207,585
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
3,450
shares
|
$204,619
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
3,410
shares
|
$202,247
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
3,377
shares
|
$200,289
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
3,310
shares
|
$196,316
0.0% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
3,291
shares
|
$195,189
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,230
shares
|
$191,571
0.0% of portfolio
|
Q3 2024
Reduced 17.18%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
3,209
shares
|
$190,325
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,866
shares
|
$169,982
0.0% of portfolio
|
Q4 2024
Added 461.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
2,560
shares
|
$151,833
0.0% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,370
shares
|
$140,564
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,403
shares
|
$83,211
0.0% of portfolio
|
Q2 2024
Reduced 8.0%
|