Free Trial
→ Nvidia CEO Makes First Ever Tesla Announcement (From Brownstone Research) (Ad)tc pixel Free EZM Stock Alerts

WisdomTree U.S. MidCap Fund (EZM) Institutional Ownership

WisdomTree U.S. MidCap Fund logo
$65.73 +0.35 (+0.54%)
Closing price 10/21/2025 04:10 PM Eastern
Extended Trading
$65.76 +0.03 (+0.05%)
As of 10/21/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. MidCap Fund (NYSEARCA:EZM)

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$158.72M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$81.80M
Get EZM Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. MidCap Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EZM Institutional Buying and Selling by Quarter

WisdomTree U.S. MidCap Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/21/2025Amplius Wealth Advisors LLC15,250$1.01M0.1%+129.3%0.126%
10/21/2025Mather Group LLC.24,935$1.64M0.0%-1.5%0.206%
10/20/2025Lauer Wealth LLC36,605$2.39M1.7%+3.1%0.303%
10/17/2025Institute for Wealth Management LLC.12,490$823K0.1%-2.3%0.103%
10/16/2025 Provident Wealth Management LLC94,672$6.24M1.9%+2.2%0.782%
10/15/2025 World Investment Advisors14,548$959K0.0%+1.2%0.120%
10/15/2025 DAVENPORT & Co LLC567,312$37.39M0.2%-14.9%4.415%
10/10/2025 ABLE Financial Group LLC3,076$203K0.0%N/A0.024%
10/10/2025 Lionshead Wealth Management LLC45,713$3.01M2.4%-8.2%0.356%
10/10/2025 Envision Financial LLC9,035$596K0.3%-27.1%0.070%
9/4/2025Osaic Holdings Inc.28,270$1.75M0.0%+8.0%0.229%
8/15/2025Equitable Holdings Inc.81,987$5.06M0.0%-7.0%0.664%
8/15/2025Northeast Financial Consultants Inc29,505$1.82M0.1%-9.2%0.239%
8/15/2025Bank of America Corp DE533,933$32.98M0.0%+3.6%4.323%
8/15/2025Ameriprise Financial Inc.38,160$2.36M0.0%+22.2%0.309%
8/14/2025Raymond James Financial Inc.142,634$8.81M0.0%-11.7%1.155%
8/14/2025NewEdge Advisors LLC5,549$343K0.0%-21.6%0.045%
8/13/2025Per Stirling Capital Management LLC.9,737$601K0.1%-2.3%0.079%
8/13/2025Flow Traders U.S. LLC6,543$404K0.0%N/A0.053%
8/13/2025Baird Financial Group Inc.310,148$19.16M0.0%+6.2%2.511%
8/13/2025Oxler Private Wealth LLC10,676$659K0.2%-5.5%0.086%
8/13/2025Lauer Wealth LLC35,492$2.21M1.9%-54.5%0.287%
8/12/2025Steward Partners Investment Advisory LLC119,509$7.38M0.1%+14.0%0.968%
8/12/2025Centric Wealth Management6,995$437K0.1%-3.7%0.057%
8/12/2025JPMorgan Chase & Co.128,762$7.95M0.0%-17.0%1.043%
8/12/2025 Lionshead Wealth Management LLC49,798$3.08M2.8%-6.0%0.403%
8/11/2025Western Wealth Management LLC13,867$857K0.1%-15.0%0.112%
8/8/2025Rockefeller Capital Management L.P.15,417$952K0.0%-4.9%0.124%
8/8/2025Cetera Investment Advisers55,899$3.45M0.0%-15.2%0.451%
8/8/2025L & S Advisors Inc26,475$1.64M0.2%+22.7%0.214%
8/7/2025CENTRAL TRUST Co29,272$1.81M0.0%+2.8%0.236%
8/7/2025Midwest Trust Co4,044$250K0.0%N/A0.033%
8/6/2025AE Wealth Management LLC2,719$168K0.0%+536.8%0.022%
8/5/2025NewSquare Capital LLC39,444$2.44M0.2%+7.8%0.318%
8/5/2025GHP Investment Advisors Inc.40,137$2.48M0.1%-1.6%0.324%
8/5/2025Sensible Money LLC11,866$733K0.3%-1.5%0.096%
8/4/2025Amplius Wealth Advisors LLC6,650$411K0.0%N/A0.054%
8/4/2025Assetmark Inc.1,008$62K0.0%N/A0.008%
8/4/2025 World Investment Advisors14,377$888K0.0%-13.0%0.116%
8/4/2025Flagship Harbor Advisors LLC25,342$1.57M0.1%-6.5%0.204%
8/4/2025Quaker Wealth Management LLC457$28K0.0%-200.0%0.004%
8/1/2025Envestnet Asset Management Inc.90,911$5.62M0.0%-1.6%0.733%
7/30/2025Freedom Investment Management Inc.325,994$20.14M1.6%+4.4%2.629%
7/29/2025Crux Wealth Advisors30,701$1.90M0.8%-26.1%0.248%
7/25/2025 Astoria Portfolio Advisors LLC.3,377$215K0.1%N/A0.027%
7/24/2025Blair William & Co. IL6,808$421K0.0%-2.5%0.055%
7/22/2025 DAVENPORT & Co LLC666,452$41.17M0.2%+11.8%5.375%
7/22/2025Wealthcare Advisory Partners LLC3,523$218K0.0%N/A0.028%
7/18/2025Vicus Capital4,586$283K0.0%-21.3%0.037%
7/18/2025Consolidated Planning Corp194,607$12.02M1.5%+6.3%1.569%
7/18/2025 Provident Wealth Management LLC92,592$5.72M1.9%+1.2%0.747%
7/18/2025Truist Financial Corp416,759$25.74M0.0%-4.1%3.361%
7/17/2025Janney Montgomery Scott LLC70,526$4.36M0.0%+10.1%0.569%
7/16/2025Sylvest Advisors LLC38,525$2.38M1.4%+8.7%0.311%
7/15/2025Mather Group LLC.25,303$1.56M0.0%-1.9%0.204%
7/15/2025RVW Wealth LLC16,313$1.01M0.1%-7.1%0.132%
7/14/2025 Foster Group Inc.19,275$1.19M0.0%N/A0.155%
7/14/2025Cathy Pareto & Associates Inc.8,186$506K0.4%-16.3%0.066%
7/10/2025Wealth Enhancement Advisory Services LLC8,842$563K0.0%-6.7%0.071%
7/9/2025Breakwater Capital Group91,652$5.66M0.9%+2.7%0.739%
7/9/2025Post Resch Tallon Group Inc.3,440$212K0.2%-7.3%0.028%
5/20/2025Belpointe Asset Management LLC8,258$492K0.0%N/A0.066%
5/19/2025Jane Street Group LLC8,634$515K0.0%+112.6%0.069%
5/16/2025Jones Financial Companies Lllp11,873$708K0.0%+4,519.8%0.095%
5/16/2025NewEdge Advisors LLC7,076$422K0.0%-10.9%0.057%
5/15/2025Royal Bank of Canada40,964$2.44M0.0%-4.8%0.328%
5/14/2025Comerica Bank3,262$194K0.0%-11.7%0.026%
5/14/2025Freedom Investment Management Inc.312,115$18.60M1.6%+0.2%2.497%
5/14/2025Synovus Financial Corp89,272$5.32M0.1%+6.7%0.714%
5/14/2025Northwestern Mutual Wealth Management Co.9,761$582K0.0%+2.7%0.078%
5/14/2025Lionshead Wealth Management LLC52,977$3.16M3.3%-41.1%0.424%
5/14/2025Kestra Advisory Services LLC18,973$1.13M0.0%-57.7%0.152%
5/13/2025Steward Partners Investment Advisory LLC104,832$6.25M0.1%+2.8%0.839%
5/13/2025Raymond James Financial Inc.161,522$9.63M0.0%+22.5%1.292%
5/13/2025HighTower Advisors LLC176,429$10.52M0.0%-0.7%1.411%
5/9/2025Wealthspire Advisors LLC6,739$402K0.0%-48.9%0.054%
5/9/2025Blair William & Co. IL6,982$416K0.0%+30.5%0.056%
5/9/2025L & S Advisors Inc21,579$1.29M0.2%+8.3%0.172%
5/8/2025Clearwater Capital Advisors LLC171,741$10.24M1.0%+3.0%1.368%
5/7/2025LPL Financial LLC198,964$11.86M0.0%-75.3%1.585%
5/6/2025Cetera Investment Advisers65,948$3.93M0.0%-12.3%0.525%
5/6/2025Avantax Advisory Services Inc.17,211$1.03M0.0%+43.4%0.137%
5/6/2025BlueChip Wealth Advisors LLC3,610$215K0.1%N/A0.029%
5/5/2025Private Advisor Group LLC207,854$12.39M0.1%+0.8%1.656%
5/2/2025Theory Financial LLC67,911$4.05M1.7%+29.5%0.541%
5/2/2025Lauer Wealth LLC78,026$4.49M3.5%+3.4%0.622%
4/29/2025Envestnet Asset Management Inc.92,397$5.51M0.0%-21.5%0.736%
4/29/2025World Investment Advisors16,522$985K0.0%-81.1%0.132%
4/28/2025Great Point Wealth Advisors LLC59,905$3.57M0.8%-1.9%0.477%
4/28/2025DAVENPORT & Co LLC596,134$35.53M0.2%+8.5%4.750%
4/25/2025Mather Group LLC.25,784$1.54M0.0%-8.6%0.205%
4/25/2025Unified Investment Management3,770$225K0.3%-40.3%0.030%
4/25/2025Financial Insights Inc.3,563$212K0.1%-41.7%0.028%
4/23/2025Sylvest Advisors LLC35,444$2.11M1.3%N/A0.282%
4/23/2025Golden State Wealth Management LLC2,100$125K0.0%+100.0%0.017%
4/23/2025Davidson Kahn Capital Management LLC66,886$3.99M3.1%+17.6%0.533%
4/23/2025GHP Investment Advisors Inc.40,774$2.43M0.1%-4.4%0.325%
4/23/2025Team Financial Group LLC8,400$501K0.3%-34.9%0.067%
4/22/2025Consolidated Planning Corp183,122$10.91M1.5%+3.4%1.459%
4/22/2025Cambridge Investment Research Advisors Inc.102,102$6.09M0.0%-5.0%0.814%
(Data available from 1/1/2016 forward)

EZM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EZM shares?

During the previous two years, 140 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Fund. The most heavily invested institutionals were UBS Group AG ($64.68M), DAVENPORT & Co LLC ($37.39M), Bank of America Corp DE ($32.98M), Truist Financial Corp ($25.74M), Freedom Investment Management Inc. ($20.14M), Baird Financial Group Inc. ($19.16M), and 3D L Capital Management LLC ($18.74M).Learn more on WisdomTree U.S. MidCap Fund's institutional investors.

Which institutional investors have been buying WisdomTree U.S. MidCap Fund's stock?

Of the 99 institutional investors that purchased WisdomTree U.S. MidCap Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($679.29K), Strategic Financial Concepts LLC ($387.94K), UBS Group AG ($381.50K), Freedom Investment Management Inc. ($376.94K), Raymond James Financial Inc. ($293.42K), DAVENPORT & Co LLC ($235.21K), and Win Advisors Inc. ($227.81K).

How much institutional buying is happening at WisdomTree U.S. MidCap Fund?

Institutional investors have bought a total of 2,545,481 shares in the last 24 months. This purchase volume represents approximately $158.04M in transactions.

Which of WisdomTree U.S. MidCap Fund's major shareholders have been selling company stock?

Of the 58 institutional investors that sold WisdomTree U.S. MidCap Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($605.19K), Bank of America Corp DE ($113.01K), DAVENPORT & Co LLC ($99.14K), World Investment Advisors ($73.33K), Truist Financial Corp ($47.25K), Lionshead Wealth Management LLC ($44.19K), and Lauer Wealth LLC ($42.53K).

How much institutional selling is happening at WisdomTree U.S. MidCap Fund?

Institutional investors have sold a total of 1,342,342 shares in the last 24 months. This volume of shares sold represents approximately $81.80M in transactions.


Related Companies

This page (NYSEARCA:EZM) was last updated on 10/22/2025 by MarketBeat.com Staff
From Our Partners
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
NEW LAW: Congress Approves Setup For Digital Dollar?
Trump Ally Says Congress Approved the Setup for a Digital Dollar 2.0 But according to Rep. Marjorie Taylor ...
Goldco Precious Metals | Sponsoredtc pixel
Buy UBER immediately
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
Is Nvidia about to Trigger Another 150X Opportunity?
Nvidia gave investors a chance to make more than 150 times their money with its AI chips, known as graphics pr...
InvestorPlace | Sponsoredtc pixel
Tesla to LEAVE the car market?
Elon Musk says November 6 could "affect the future of the world" Get ready for the biggest pivot in corpora...
Altimetry | Sponsoredtc pixel
$15 Fund: Turn Gold Boom into Real Income
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsoredtc pixel
Next opportunity for crypto millions
The floodgates have opened. Bitcoin and Ethereum ETFs are seeing record-breaking inflows, the biggest since...
Crypto 101 Media | Sponsoredtc pixel
Options Pro Reveals His #1 Retirement Income Trade
If you can be at your computer between 9 a.m. and 10:45 a.m. on most weekdays, I’ll show you a simple trading ...
Base Camp Trading | Sponsoredtc pixel