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 |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
9,606
shares
|
$621,508
0.08% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
9,035
shares
|
$584,564
0.34% of portfolio
|
Q3 2025
Reduced 27.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
8,847
shares
|
$572,400
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,808
shares
|
$569,877
0.0% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
8,208
shares
|
$531,057
0.41% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,675
shares
|
$496,572
0.13% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
7,309
shares
|
$472,892
0.06% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
7,122
shares
|
$460,793
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
7,018
shares
|
$454,064
0.11% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,975
shares
|
$451,282
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
6,926
shares
|
$448,112
0.21% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
6,825
shares
|
$441,577
0.0% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
6,544
shares
|
$423,396
0.08% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,524
shares
|
$422,102
0.0% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,508
shares
|
$421,067
0.0% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
6,351
shares
|
$410,909
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,327
shares
|
$409,356
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
6,283
shares
|
$406,510
0.29% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
6,276
shares
|
$406,057
0.01% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
6,079
shares
|
$393,311
0.18% of portfolio
|
Q4 2024
Reduced 14.13%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
5,784
shares
|
$374,224
0.01% of portfolio
|
Q3 2025
Reduced 17.86%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,733
shares
|
$370,925
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,578
shares
|
$360,896
0.01% of portfolio
|
Q4 2023
Reduced 5.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,549
shares
|
$359,020
0.0% of portfolio
|
Q2 2025
Reduced 21.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
5,337
shares
|
$345,303
0.0% of portfolio
|
Q3 2025
Reduced 13.43%
|
|