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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
666,452
shares
|
$41.7 Million
0.24% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
665,277
shares
|
$41.6 Million
0.01% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
533,933
shares
|
$33.4 Million
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
458,733
shares
|
$28.7 Million
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
416,759
shares
|
$26.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
325,994
shares
|
$20.4 Million
1.69% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
310,148
shares
|
$19.4 Million
0.04% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
211,477
shares
|
$13.2 Million
0.07% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
205,093
shares
|
$12.8 Million
0.08% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
195,415
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
194,607
shares
|
$12.2 Million
1.69% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
178,844
shares
|
$11.2 Million
1.11% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
174,756
shares
|
$10.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
155,078
shares
|
$9.7 Million
0.0% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
142,634
shares
|
$8.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
141,736
shares
|
$8.86 Million
0.02% of portfolio
|
Q3 2023
Reduced 5.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
119,509
shares
|
$7.47 Million
0.06% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,618
shares
|
$6.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 65.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
97,227
shares
|
$6.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
92,592
shares
|
$5.79 Million
1.89% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
91,652
shares
|
$5.73 Million
0.92% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
90,911
shares
|
$5.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
86,665
shares
|
$5.42 Million
0.87% of portfolio
|
Q3 2022
Added 4.05%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
83,787
shares
|
$5.24 Million
2.14% of portfolio
|
Q2 2025
Added 23.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
82,954
shares
|
$5.19 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.75%
|