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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
86,665
shares
|
$4.92 Million
0.87% of portfolio
|
Q3 2022
Added 4.05%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
78,026
shares
|
$4.43 Million
3.45% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
67,911
shares
|
$3.85 Million
1.78% of portfolio
|
Q1 2025
Added 29.52%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Apr 22, 2025 Q1 2025 |
66,886
shares
|
$3.79 Million
3.07% of portfolio
|
Q1 2025
Added 17.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
65,948
shares
|
$3.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
64,051
shares
|
$3.63 Million
0.01% of portfolio
|
Q1 2025
Added 25.42%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
61,287
shares
|
$3.48 Million
0.01% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
59,905
shares
|
$3.4 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
52,977
shares
|
$3 Million
3.28% of portfolio
|
Q1 2025
Reduced 41.07%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
46,368
shares
|
$2.63 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
41,570
shares
|
$2.36 Million
1.29% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
40,964
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
40,774
shares
|
$2.31 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
36,606
shares
|
$2.08 Million
0.18% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
35,444
shares
|
$2.01 Million
1.32% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
32,505
shares
|
$1.84 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
31,217
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
28,478
shares
|
$1.62 Million
0.04% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
27,099
shares
|
$1.54 Million
0.09% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,186
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,045
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
25,784
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
21,579
shares
|
$1.22 Million
0.19% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
20,925
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
18,973
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 57.7%
|