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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,473
shares
|
$537,308
0.0% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
8,634
shares
|
$489,720
0.0% of portfolio
|
Q1 2025
Added 112.56%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,632
shares
|
$489,607
0.0% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
8,400
shares
|
$476,448
0.29% of portfolio
|
Q1 2025
Reduced 34.88%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
8,258
shares
|
$468,393
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
7,805
shares
|
$442,699
0.08% of portfolio
|
Q4 2024
Added 36.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
7,742
shares
|
$439,126
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
7,675
shares
|
$435,326
0.15% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
7,268
shares
|
$412,240
0.07% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
7,267
shares
|
$412,184
0.12% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
7,122
shares
|
$403,959
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
7,076
shares
|
$401,350
0.0% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,982
shares
|
$396,019
0.0% of portfolio
|
Q1 2025
Added 30.5%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
6,975
shares
|
$395,622
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,927
shares
|
$392,899
0.0% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
6,753
shares
|
$383,030
0.09% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
6,739
shares
|
$382,236
0.0% of portfolio
|
Q1 2025
Reduced 48.92%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
6,283
shares
|
$356,371
0.29% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
6,079
shares
|
$344,800
0.2% of portfolio
|
Q4 2024
Reduced 14.13%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
5,827
shares
|
$330,507
0.03% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
5,718
shares
|
$324,324
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,578
shares
|
$316,384
0.01% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,049
shares
|
$286,379
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
4,829
shares
|
$273,900
0.0% of portfolio
|
Q1 2025
Reduced 23.99%
|
|
|
Capital Management Corp
|
May 05, 2025 Q1 2025 |
4,588
shares
|
$260,231
0.06% of portfolio
|
Q1 2025
Added 0.04%
|