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 7.4 Million shares, which have been reported (via 13F filing form) to have a value of $420 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
627,826
shares
|
$35.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.16%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
596,134
shares
|
$33.8 Million
0.22% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
515,523
shares
|
$29.2 Million
0.0% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
453,970
shares
|
$25.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
434,382
shares
|
$24.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
312,115
shares
|
$17.7 Million
1.63% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
292,141
shares
|
$16.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
207,854
shares
|
$11.8 Million
0.08% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
205,093
shares
|
$11.6 Million
0.1% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
198,964
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 75.26%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
183,122
shares
|
$10.4 Million
1.71% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
176,429
shares
|
$10 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
171,741
shares
|
$9.74 Million
1.05% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
161,522
shares
|
$9.16 Million
0.0% of portfolio
|
Q1 2025
Added 22.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
155,078
shares
|
$8.8 Million
0.0% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
141,736
shares
|
$8.04 Million
0.02% of portfolio
|
Q3 2023
Reduced 5.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
104,832
shares
|
$5.95 Million
0.06% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
102,102
shares
|
$5.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,618
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 65.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
97,953
shares
|
$5.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
92,397
shares
|
$5.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.54%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
91,457
shares
|
$5.19 Million
1.88% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
89,272
shares
|
$5.06 Million
0.07% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
89,242
shares
|
$5.06 Million
0.95% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
88,121
shares
|
$5 Million
0.05% of portfolio
|
Q1 2025
Added 5.29%
|