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 159 institutions that hold shares in the stock, with a total of 8.4 Million shares, which have been reported (via 13F filing form) to have a value of $538 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
806,549
shares
|
$51.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
804,153
shares
|
$51.5 Million
0.02% of portfolio
|
Q4 2024
Added 536.56%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
549,408
shares
|
$35.2 Million
0.21% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
501,893
shares
|
$32.1 Million
0.0% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
491,722
shares
|
$31.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.69%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
448,601
shares
|
$28.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
311,552
shares
|
$19.9 Million
1.69% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
292,225
shares
|
$18.7 Million
0.04% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
206,169
shares
|
$13.2 Million
0.07% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
205,093
shares
|
$13.1 Million
0.13% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
193,969
shares
|
$12.4 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
177,751
shares
|
$11.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
177,105
shares
|
$11.3 Million
1.69% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
166,709
shares
|
$10.7 Million
1.08% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
153,407
shares
|
$9.82 Million
0.0% of portfolio
|
Q4 2024
Added 28.08%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
141,736
shares
|
$9.07 Million
0.02% of portfolio
|
Q3 2023
Reduced 5.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
131,897
shares
|
$8.44 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
131,017
shares
|
$8.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
117,758
shares
|
$7.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
107,429
shares
|
$6.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
102,023
shares
|
$6.53 Million
0.06% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,618
shares
|
$6.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 65.9%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
89,899
shares
|
$5.75 Million
4.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
87,478
shares
|
$5.6 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
86,665
shares
|
$5.55 Million
0.87% of portfolio
|
Q3 2022
Added 4.05%
|