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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
249
shares
|
$16,252
0.0% of portfolio
|
Q2 2025
Reduced 51.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
225
shares
|
$14,685
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
141
shares
|
$9,203
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
115
shares
|
$7,506
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
90
shares
|
$5,874
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
89
shares
|
$5,809
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
45
shares
|
$2,937
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
45
shares
|
$2,937
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
20
shares
|
$1,305
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
7
shares
|
$456
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
5
shares
|
$326
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|