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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,403
shares
|
$91,573
0.0% of portfolio
|
Q2 2024
Reduced 8.0%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,250
shares
|
$81,587
0.0% of portfolio
|
Q1 2023
Reduced 11.85%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
1,233
shares
|
$80,477
0.06% of portfolio
|
Q4 2023
Reduced 11.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,232
shares
|
$80,412
0.01% of portfolio
|
Q1 2020
Reduced 31.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,131
shares
|
$73,820
0.0% of portfolio
|
Q1 2020
Reduced 55.26%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,068
shares
|
$69,708
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,050
shares
|
$68,533
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,042
shares
|
$68,011
0.0% of portfolio
|
Q2 2025
Added 82.17%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,008
shares
|
$65,792
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
900
shares
|
$58,743
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
750
shares
|
$48,952
0.01% of portfolio
|
Q2 2023
Added 0.13%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
741
shares
|
$48,365
0.0% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
725
shares
|
$47,320
0.0% of portfolio
|
Q4 2020
Added 215.22%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
652
shares
|
$42,556
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
632
shares
|
$41,250
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
606
shares
|
$39,553
0.0% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
575
shares
|
$37,530
0.0% of portfolio
|
Q4 2019
Reduced 50.0%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
554
shares
|
$36,159
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
547
shares
|
$35,702
0.0% of portfolio
|
Q2 2020
Reduced 74.75%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
538
shares
|
$35,115
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
457
shares
|
$29,828
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
400
shares
|
$26,108
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
310
shares
|
$20,233
0.0% of portfolio
|
Q3 2025
Reduced 41.29%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
306
shares
|
$19,972
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
289
shares
|
$18,863
0.0% of portfolio
|
Q1 2025
New holding
|