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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2,370
shares
|
$153,339
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,955
shares
|
$126,488
0.0% of portfolio
|
Q3 2025
Added 56.4%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,943
shares
|
$125,712
0.0% of portfolio
|
Q3 2025
Added 86.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,354
shares
|
$87,603
0.0% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
1,233
shares
|
$79,775
0.05% of portfolio
|
Q4 2023
Reduced 11.61%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,232
shares
|
$79,710
0.01% of portfolio
|
Q1 2020
Reduced 31.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,131
shares
|
$73,175
0.0% of portfolio
|
Q1 2020
Reduced 55.26%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,114
shares
|
$72,075
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,068
shares
|
$69,099
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,050
shares
|
$67,935
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,008
shares
|
$65,217
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
900
shares
|
$58,230
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
750
shares
|
$48,525
0.01% of portfolio
|
Q2 2023
Added 0.13%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
741
shares
|
$47,942
0.0% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
725
shares
|
$46,907
0.0% of portfolio
|
Q4 2020
Added 215.22%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
719
shares
|
$46,519
0.0% of portfolio
|
Q3 2025
Reduced 73.56%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
632
shares
|
$40,890
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
575
shares
|
$37,202
0.0% of portfolio
|
Q4 2019
Reduced 50.0%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
554
shares
|
$35,843
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
547
shares
|
$35,390
0.0% of portfolio
|
Q2 2020
Reduced 74.75%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
538
shares
|
$34,808
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
504
shares
|
$32,608
0.0% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
457
shares
|
$29,567
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
400
shares
|
$25,880
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
310
shares
|
$20,057
0.0% of portfolio
|
Q3 2025
Reduced 41.29%
|
|