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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,575
shares
|
$259,494
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,572
shares
|
$259,323
0.02% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
4,455
shares
|
$252,687
0.15% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
4,208
shares
|
$238,677
0.02% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,191
shares
|
$237,713
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
4,118
shares
|
$233,572
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,977
shares
|
$225,575
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,789
shares
|
$214,912
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
3,770
shares
|
$213,834
0.27% of portfolio
|
Q1 2025
Reduced 40.33%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,750
shares
|
$212,700
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
3,710
shares
|
$210,431
0.22% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,705
shares
|
$210,147
0.0% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,683
shares
|
$208,899
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
3,616
shares
|
$205,099
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
3,610
shares
|
$204,759
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
3,563
shares
|
$202,093
0.09% of portfolio
|
Q1 2025
Reduced 41.7%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
3,500
shares
|
$198,520
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
3,450
shares
|
$195,684
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
3,410
shares
|
$193,415
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,262
shares
|
$185,020
0.0% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,219
shares
|
$182,581
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,871
shares
|
$162,843
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,560
shares
|
$145,203
0.0% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
2,370
shares
|
$134,426
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,403
shares
|
$79,578
0.0% of portfolio
|
Q2 2024
Reduced 8.0%
|