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 |
|---|---|---|---|---|---|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
18,253
shares
|
$1.13 Million
0.68% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,756
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
17,617
shares
|
$1.09 Million
0.11% of portfolio
|
Q2 2024
Reduced 8.55%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
17,434
shares
|
$1.08 Million
0.06% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,618
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
16,419
shares
|
$1.01 Million
0.11% of portfolio
|
Q4 2023
Reduced 9.04%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
16,001
shares
|
$987,261
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
15,521
shares
|
$957,645
0.02% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
15,198
shares
|
$937,716
0.47% of portfolio
|
Q1 2022
Added 0.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,950
shares
|
$860,715
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
13,186
shares
|
$813,576
0.31% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
12,790
shares
|
$789,143
0.1% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
12,046
shares
|
$743,238
0.33% of portfolio
|
Q2 2024
Reduced 22.15%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
12,000
shares
|
$740,400
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
11,963
shares
|
$738,117
0.05% of portfolio
|
Q2 2024
Reduced 21.77%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
11,305
shares
|
$697,518
0.0% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
11,200
shares
|
$691,040
0.41% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
11,078
shares
|
$683,512
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
10,819
shares
|
$667,532
0.53% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 06, 2025 Q4 2024 |
10,659
shares
|
$657,660
0.39% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
10,379
shares
|
$640,384
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
9,965
shares
|
$614,840
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,674
shares
|
$596,885
0.17% of portfolio
|
Q2 2022
Reduced 16.24%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9,425
shares
|
$581,522
0.0% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
8,383
shares
|
$517,231
0.0% of portfolio
|
Q3 2024
Added 14.21%
|