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 |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
17,558
shares
|
$995,889
0.11% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
17,434
shares
|
$988,856
0.06% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,211
shares
|
$976,207
0.01% of portfolio
|
Q1 2025
Added 43.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
16,522
shares
|
$937,127
0.03% of portfolio
|
Q1 2025
Reduced 81.11%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
16,419
shares
|
$931,285
0.11% of portfolio
|
Q4 2023
Reduced 9.04%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
16,318
shares
|
$925,556
0.07% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
16,217
shares
|
$919,828
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
15,198
shares
|
$862,030
0.47% of portfolio
|
Q1 2022
Added 0.32%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,851
shares
|
$842,348
0.01% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
14,651
shares
|
$831,004
0.0% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
12,790
shares
|
$725,448
0.1% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
12,382
shares
|
$702,307
0.56% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
12,046
shares
|
$683,249
0.31% of portfolio
|
Q2 2024
Reduced 22.15%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
12,000
shares
|
$680,640
0.01% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
11,963
shares
|
$678,541
0.06% of portfolio
|
Q2 2024
Reduced 21.77%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
11,873
shares
|
$673,436
0.0% of portfolio
|
Q1 2025
Added 4519.84%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
11,299
shares
|
$640,879
0.26% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
10,955
shares
|
$621,367
0.39% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
10,889
shares
|
$617,624
0.52% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Apr 01, 2025 Q1 2025 |
10,761
shares
|
$610,363
0.41% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
10,186
shares
|
$577,749
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
9,969
shares
|
$565,441
0.09% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
9,781
shares
|
$554,778
0.52% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
9,761
shares
|
$553,643
0.0% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,674
shares
|
$548,709
0.17% of portfolio
|
Q2 2022
Reduced 16.24%
|