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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
20,925
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
19,554
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
19,328
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
18,424
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
17,434
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
17,402
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,231
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
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%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
16,165
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
15,250
shares
|
$986,675
0.12% of portfolio
|
Q3 2025
Added 129.32%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
15,198
shares
|
$983,310
0.47% of portfolio
|
Q1 2022
Added 0.32%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
14,651
shares
|
$947,919
0.0% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
14,548
shares
|
$941,255
0.02% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
13,920
shares
|
$900,624
0.05% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
12,490
shares
|
$808,103
0.09% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
12,436
shares
|
$804,609
0.01% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
12,000
shares
|
$776,400
0.0% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
11,963
shares
|
$774,006
0.05% of portfolio
|
Q2 2024
Reduced 21.77%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
11,866
shares
|
$767,730
0.27% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
10,934
shares
|
$707,429
0.5% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
10,895
shares
|
$704,906
0.37% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 02, 2026 Q4 2025 |
10,425
shares
|
$674,497
0.38% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
10,349
shares
|
$669,580
0.0% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
10,239
shares
|
$662,463
0.22% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,674
shares
|
$625,907
0.17% of portfolio
|
Q2 2022
Reduced 16.24%
|
|