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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,049
shares
|
$326,670
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
4,971
shares
|
$321,623
0.03% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,721
shares
|
$305,448
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Management Corp
|
Nov 04, 2025 Q3 2025 |
4,685
shares
|
$303,119
0.05% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
4,455
shares
|
$288,238
0.14% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,404
shares
|
$284,938
0.0% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
4,209
shares
|
$272,322
0.0% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
4,208
shares
|
$272,257
0.02% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,191
shares
|
$271,157
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
4,117
shares
|
$266,369
0.17% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
3,844
shares
|
$248,706
0.0% of portfolio
|
Q3 2025
Reduced 74.85%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,750
shares
|
$242,625
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
3,567
shares
|
$230,784
0.01% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
3,563
shares
|
$230,526
0.08% of portfolio
|
Q1 2025
Reduced 41.7%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
3,512
shares
|
$227,226
0.01% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
3,450
shares
|
$223,215
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
3,440
shares
|
$222,568
0.2% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
3,377
shares
|
$218,491
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,221
shares
|
$208,398
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
3,153
shares
|
$203,999
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
3,132
shares
|
$202,640
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
3,076
shares
|
$199,017
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,939
shares
|
$190,153
0.0% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,885
shares
|
$186,659
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,560
shares
|
$165,632
0.0% of portfolio
|
Q4 2024
Added 6.22%
|
|