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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
840
shares
|
$56,305
0.0% of portfolio
|
Q3 2024
Added 203.25%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
765
shares
|
$51,277
0.0% of portfolio
|
Q1 2021
Reduced 51.06%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
750
shares
|
$50,272
0.01% of portfolio
|
Q2 2023
Added 0.13%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
725
shares
|
$48,596
0.0% of portfolio
|
Q4 2020
Added 215.22%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
657
shares
|
$44,038
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
643
shares
|
$43,100
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
632
shares
|
$42,362
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
575
shares
|
$38,542
0.0% of portfolio
|
Q4 2019
Reduced 50.0%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
554
shares
|
$37,134
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
547
shares
|
$36,665
0.0% of portfolio
|
Q2 2020
Reduced 74.75%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
538
shares
|
$36,062
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
510
shares
|
$34,185
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
510
shares
|
$34,185
0.0% of portfolio
|
Q2 2023
Added 70.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
455
shares
|
$30,498
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
400
shares
|
$26,812
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
346
shares
|
$23,192
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
330
shares
|
$22,119
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
330
shares
|
$22,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
306
shares
|
$20,511
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
289
shares
|
$19,371
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
169
shares
|
$11,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
159
shares
|
$10,657
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
114
shares
|
$7,641
0.0% of portfolio
|
Q1 2024
Added 0.88%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
90
shares
|
$6,032
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
45
shares
|
$3,016
0.0% of portfolio
|
Q4 2023
New holding
|