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 154 institutions that hold shares in the stock, with a total of 7.41 Million shares, which have been reported (via 13F filing form) to have a value of $464 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
79,433
shares
|
$4.9 Million
0.05% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 24, 2024 Q3 2024 |
73,297
shares
|
$4.52 Million
3.51% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
65,903
shares
|
$4.07 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
61,904
shares
|
$3.82 Million
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
53,102
shares
|
$3.28 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
48,975
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.64%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
48,868
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
46,437
shares
|
$2.87 Million
0.47% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
43,839
shares
|
$2.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
39,257
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
38,498
shares
|
$2.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
35,413
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Added 345.95%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
35,050
shares
|
$2.16 Million
0.18% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
32,505
shares
|
$2.01 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
31,081
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
30,184
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
27,507
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.35%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
27,378
shares
|
$1.69 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,045
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,749
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
25,036
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2024
Reduced 45.92%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
22,495
shares
|
$1.39 Million
0.17% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
22,186
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
20,925
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
20,849
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.02%
|