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 153 institutions that hold shares in the stock, with a total of 7.46 Million shares, which have been reported (via 13F filing form) to have a value of $485 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,756
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
17,617
shares
|
$1.14 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
|
$1.13 Million
0.06% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,618
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
16,419
shares
|
$1.06 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
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
15,521
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
15,198
shares
|
$985,286
0.47% of portfolio
|
Q1 2022
Added 0.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,950
shares
|
$904,378
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
13,645
shares
|
$884,605
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
12,899
shares
|
$836,242
0.46% of portfolio
|
Q4 2024
Reduced 29.33%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
12,790
shares
|
$829,175
0.1% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
12,046
shares
|
$780,942
0.33% of portfolio
|
Q2 2024
Reduced 22.15%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
12,000
shares
|
$777,960
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
11,963
shares
|
$775,561
0.06% of portfolio
|
Q2 2024
Reduced 21.77%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
11,305
shares
|
$732,903
0.0% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
11,266
shares
|
$730,374
0.26% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
11,200
shares
|
$726,096
0.41% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
11,078
shares
|
$718,186
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
10,855
shares
|
$703,729
0.51% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
10,827
shares
|
$701,914
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 06, 2025 Q4 2024 |
10,659
shares
|
$691,022
0.39% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
10,379
shares
|
$672,870
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
9,965
shares
|
$646,030
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,674
shares
|
$627,165
0.17% of portfolio
|
Q2 2022
Reduced 16.24%
|