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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,250
shares
|
$70,900
0.0% of portfolio
|
Q1 2023
Reduced 11.85%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
1,233
shares
|
$69,935
0.05% of portfolio
|
Q4 2023
Reduced 11.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,232
shares
|
$69,879
0.01% of portfolio
|
Q1 2020
Reduced 31.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,131
shares
|
$64,150
0.0% of portfolio
|
Q1 2020
Reduced 55.26%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,067
shares
|
$60,520
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,050
shares
|
$59,556
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
900
shares
|
$51,048
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
785
shares
|
$44,525
0.0% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
750
shares
|
$42,540
0.01% of portfolio
|
Q2 2023
Added 0.13%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
725
shares
|
$41,122
0.0% of portfolio
|
Q4 2020
Added 215.22%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
632
shares
|
$35,847
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
594
shares
|
$33,691
0.0% of portfolio
|
Q4 2024
Reduced 72.6%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
575
shares
|
$32,614
0.0% of portfolio
|
Q4 2019
Reduced 50.0%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
554
shares
|
$31,422
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
547
shares
|
$31,025
0.0% of portfolio
|
Q2 2020
Reduced 74.75%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
538
shares
|
$30,515
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
526
shares
|
$29,834
0.0% of portfolio
|
Q1 2025
Added 33.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
511
shares
|
$28,983
0.0% of portfolio
|
Q1 2025
Added 47.69%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
509
shares
|
$28,870
0.01% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
455
shares
|
$25,807
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
427
shares
|
$24,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
400
shares
|
$22,688
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
306
shares
|
$17,356
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
289
shares
|
$16,392
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
200
shares
|
$11,344
0.0% of portfolio
|
Q1 2025
Reduced 39.39%
|