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 $466 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
898,452
shares
|
$56.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
604,734
shares
|
$38 Million
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
516,188
shares
|
$32.4 Million
0.19% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
478,224
shares
|
$30 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
475,743
shares
|
$29.9 Million
0.0% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
329,534
shares
|
$20.7 Million
1.69% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
282,351
shares
|
$17.7 Million
0.04% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
205,093
shares
|
$12.9 Million
0.16% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
191,184
shares
|
$12 Million
0.08% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
179,143
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
161,617
shares
|
$10.2 Million
1.66% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
158,394
shares
|
$9.95 Million
1.01% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
141,736
shares
|
$8.9 Million
0.02% of portfolio
|
Q3 2023
Reduced 5.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
131,882
shares
|
$8.28 Million
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
126,328
shares
|
$7.93 Million
0.0% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
122,239
shares
|
$7.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
119,779
shares
|
$7.52 Million
0.0% of portfolio
|
Q3 2024
Added 46.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
114,876
shares
|
$7.22 Million
0.02% of portfolio
|
Q3 2024
Added 60.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
101,090
shares
|
$6.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,618
shares
|
$6.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 65.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
94,899
shares
|
$5.96 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
87,703
shares
|
$5.51 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
86,665
shares
|
$5.44 Million
0.87% of portfolio
|
Q3 2022
Added 4.05%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
84,874
shares
|
$5.33 Million
0.06% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
79,878
shares
|
$5.02 Million
1.0% of portfolio
|
Q3 2024
Added 9.18%
|