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 165 institutions that hold shares in the stock, with a total of 8.1 Million shares, which have been reported (via 13F filing form) to have a value of $524 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
970,247
shares
|
$62.8 Million
0.02% of portfolio
|
Q3 2025
Added 396.51%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
613,853
shares
|
$39.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
567,312
shares
|
$36.7 Million
0.21% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
508,342
shares
|
$32.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
462,679
shares
|
$29.9 Million
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
390,551
shares
|
$25.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
324,703
shares
|
$21 Million
0.04% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
312,547
shares
|
$20.2 Million
5.81% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
205,093
shares
|
$13.3 Million
0.04% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
199,833
shares
|
$12.9 Million
1.56% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
179,989
shares
|
$11.6 Million
1.11% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
165,341
shares
|
$10.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
158,435
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
141,736
shares
|
$9.17 Million
0.02% of portfolio
|
Q3 2023
Reduced 5.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
140,923
shares
|
$9.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
124,448
shares
|
$8.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
122,549
shares
|
$7.93 Million
0.05% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,618
shares
|
$6.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 65.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
95,614
shares
|
$6.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
94,672
shares
|
$6.13 Million
1.93% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
94,262
shares
|
$6.1 Million
0.92% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
90,329
shares
|
$5.84 Million
0.05% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
86,665
shares
|
$5.61 Million
0.87% of portfolio
|
Q3 2022
Added 4.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
86,224
shares
|
$5.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
86,202
shares
|
$5.58 Million
0.07% of portfolio
|
Q3 2025
Added 4.86%
|
|