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 165 institutions that hold shares in the stock, with a total of 8.1 Million shares, which have been reported (via 13F filing form) to have a value of $524 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
82,844
shares
|
$5.36 Million
2.15% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
81,018
shares
|
$5.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Oct 30, 2025 Q3 2025 |
79,978
shares
|
$5.17 Million
2.94% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
77,933
shares
|
$5.04 Million
0.0% of portfolio
|
Q2 2025
Added 32.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
71,262
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2025
Added 27.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
66,091
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
57,782
shares
|
$3.74 Million
0.77% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
46,360
shares
|
$3 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
45,713
shares
|
$2.96 Million
2.39% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Oct 30, 2025 Q3 2025 |
44,173
shares
|
$2.86 Million
1.56% of portfolio
|
Q3 2025
Added 14.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
41,630
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
40,793
shares
|
$2.64 Million
0.19% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
39,352
shares
|
$2.55 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 20, 2025 Q3 2025 |
36,605
shares
|
$2.37 Million
1.71% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
31,708
shares
|
$2.05 Million
0.04% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
30,622
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.5%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
30,557
shares
|
$1.98 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
30,421
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Reduced 56.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
29,625
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
29,523
shares
|
$1.91 Million
0.22% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
29,505
shares
|
$1.91 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
26,803
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,045
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
25,343
shares
|
$1.64 Million
0.08% of portfolio
|
Q2 2024
Added 8.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
24,935
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.45%
|
|