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

WisdomTree U.S. MidCap Fund logo
$59.60 -0.18 (-0.30%)
As of 05/23/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. MidCap Fund (NYSEARCA:EZM)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$146.58M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$75.01M
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EZM Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Belpointe Asset Management LLC8,258$492K0.0%N/A0.066%
5/19/2025 Jane Street Group LLC8,634$515K0.0%+112.6%0.069%
5/16/2025 Jones Financial Companies Lllp11,873$708K0.0%+4,519.8%0.095%
5/16/2025 NewEdge Advisors LLC7,076$422K0.0%-10.9%0.057%
5/15/2025 Royal Bank of Canada40,964$2.44M0.0%-4.8%0.328%
5/14/2025 Comerica Bank3,262$194K0.0%-11.7%0.026%
5/14/2025 Freedom Investment Management Inc.312,115$18.60M1.6%+0.2%2.497%
5/14/2025 Synovus Financial Corp89,272$5.32M0.1%+6.7%0.714%
5/14/2025 Northwestern Mutual Wealth Management Co.9,761$582K0.0%+2.7%0.078%
5/14/2025 Lionshead Wealth Management LLC52,977$3.16M3.3%-41.1%0.424%
5/14/2025 Kestra Advisory Services LLC18,973$1.13M0.0%-57.7%0.152%
5/13/2025 Steward Partners Investment Advisory LLC104,832$6.25M0.1%+2.8%0.839%
5/13/2025 Raymond James Financial Inc.161,522$9.63M0.0%+22.5%1.292%
5/13/2025 HighTower Advisors LLC176,429$10.52M0.0%-0.7%1.411%
5/9/2025 Wealthspire Advisors LLC6,739$402K0.0%-48.9%0.054%
5/9/2025 Blair William & Co. IL6,982$416K0.0%+30.5%0.056%
5/9/2025 L & S Advisors Inc21,579$1.29M0.2%+8.3%0.172%
5/8/2025 Clearwater Capital Advisors LLC171,741$10.24M1.0%+3.0%1.368%
5/7/2025 LPL Financial LLC198,964$11.86M0.0%-75.3%1.585%
5/6/2025 Cetera Investment Advisers65,948$3.93M0.0%-12.3%0.525%
5/6/2025 Avantax Advisory Services Inc.17,211$1.03M0.0%+43.4%0.137%
5/6/2025 BlueChip Wealth Advisors LLC3,610$215K0.1%N/A0.029%
5/5/2025 Private Advisor Group LLC207,854$12.39M0.1%+0.8%1.656%
5/2/2025 Theory Financial LLC67,911$4.05M1.7%+29.5%0.541%
5/2/2025 Lauer Wealth LLC78,026$4.49M3.5%+3.4%0.622%
4/29/2025 Envestnet Asset Management Inc.92,397$5.51M0.0%-21.5%0.736%
4/29/2025 World Investment Advisors16,522$985K0.0%-81.1%0.132%
4/28/2025 Great Point Wealth Advisors LLC59,905$3.57M0.8%-1.9%0.477%
4/28/2025 DAVENPORT & Co LLC596,134$35.53M0.2%+8.5%4.750%
4/25/2025 Mather Group LLC.25,784$1.54M0.0%-8.6%0.205%
4/25/2025 Unified Investment Management3,770$225K0.3%-40.3%0.030%
4/25/2025 Financial Insights Inc.3,563$212K0.1%-41.7%0.028%
4/23/2025 Sylvest Advisors LLC35,444$2.11M1.3%N/A0.282%
4/23/2025 Golden State Wealth Management LLC2,100$125K0.0%+100.0%0.017%
4/23/2025 Davidson Kahn Capital Management LLC66,886$3.99M3.1%+17.6%0.533%
4/23/2025 GHP Investment Advisors Inc.40,774$2.43M0.1%-4.4%0.325%
4/23/2025 Team Financial Group LLC8,400$501K0.3%-34.9%0.067%
4/22/2025 Consolidated Planning Corp183,122$10.91M1.5%+3.4%1.459%
4/22/2025 Cambridge Investment Research Advisors Inc.102,102$6.09M0.0%-5.0%0.814%
4/22/2025 Envision Financial LLC12,382$738K0.6%-9.3%0.099%
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4/21/2025 Provident Wealth Management LLC91,457$5.45M1.9%N/A0.729%
4/21/2025 PSI Advisors LLC7,675$457K0.1%-4.8%0.061%
4/18/2025 CENTRAL TRUST Co28,478$1.70M0.0%+9.7%0.227%
4/17/2025 Janney Montgomery Scott LLC64,051$3.82M0.0%+25.4%0.510%
4/17/2025 Pacific Sun Financial Corp10,955$653K0.4%-2.2%0.087%
4/16/2025 Wealth Enhancement Advisory Services LLC9,473$565K0.0%+6.1%0.075%
4/14/2025 NewSquare Capital LLC36,606$2.18M0.2%+2.1%0.292%
4/14/2025 Revolve Wealth Partners LLC3,616$216K0.0%N/A0.029%
4/10/2025 Breakwater Capital Group89,242$5.32M0.9%+10.0%0.711%
4/10/2025 Cathy Pareto & Associates Inc.9,781$583K0.5%-9.7%0.078%
3/17/2025 Wealth Enhancement Advisory Services LLC8,928$558K0.0%+6.5%0.071%
3/5/2025 Financial Insights Inc.6,111$382K0.1%-11.9%0.048%
2/18/2025 Note Advisors LLC5,718$357K0.3%N/A0.043%
2/17/2025 Waverly Advisors LLC15,338$959K0.0%-1.2%0.114%
2/17/2025 Lionshead Wealth Management LLC89,899$5.62M4.1%N/A0.668%
2/17/2025 Cresset Asset Management LLC6,975$436K0.0%-50.0%0.052%
2/17/2025 Cetera Investment Advisers75,193$4.70M0.0%-20.8%0.559%
2/17/2025 Baird Financial Group Inc.292,225$18.27M0.0%+3.5%2.173%
2/17/2025 Bank of America Corp DE491,722$30.74M0.0%-18.7%3.656%
2/17/2025 Ameriprise Financial Inc.32,839$2.05M0.0%+5.7%0.244%
2/14/2025 Davidson Kahn Capital Management LLC56,897$3.56M3.3%N/A0.423%
2/14/2025 Jane Street Group LLC4,062$254K0.0%-84.2%0.030%
2/14/2025 Beacon Pointe Advisors LLC6,927$433K0.0%+7.8%0.052%
2/14/2025 Price T Rowe Associates Inc. MD14,651$916K0.0%-8.4%0.109%
2/14/2025 Stifel Financial Corp7,827$489K0.0%+2.8%0.058%
2/14/2025 Freedom Investment Management Inc.311,552$19.48M1.6%-5.5%2.316%
2/13/2025 NewEdge Advisors LLC7,943$497K0.0%-2.8%0.059%
2/13/2025 Synovus Financial Corp83,667$5.23M0.1%-1.4%0.622%
2/13/2025 Crux Wealth Advisors42,087$2.63M1.5%N/A0.313%
2/13/2025 Rockefeller Capital Management L.P.16,133$1.01M0.0%-9.1%0.120%
2/13/2025 Raymond James Financial Inc.131,897$8.25M0.0%N/A0.981%
2/13/2025 Envestnet Asset Management Inc.117,758$7.36M0.0%-3.7%0.876%
2/13/2025 Wells Fargo & Company MN131,017$8.19M0.0%-0.7%0.974%
2/12/2025 World Investment Advisors87,478$5.47M0.1%-0.3%0.650%
2/12/2025 L & S Advisors Inc19,926$1.25M0.1%-11.4%0.148%
2/12/2025 Blair William & Co. IL5,350$334K0.0%+599.3%0.040%
2/12/2025 JPMorgan Chase & Co.153,407$9.59M0.0%+28.1%1.141%
2/11/2025 LPL Financial LLC804,153$50.27M0.0%+536.6%5.979%
2/10/2025 Clearwater Capital Advisors LLC166,709$10.42M1.0%+5.2%1.239%
2/10/2025 Envestnet Portfolio Solutions Inc.5,851$366K0.0%+9.2%0.044%
2/10/2025 Commonwealth Equity Services LLC54,228$3.39M0.0%+38.1%0.403%
2/10/2025 Avantax Advisory Services Inc.11,998$750K0.0%+27.3%0.089%
2/7/2025 HighTower Advisors LLC177,751$11.11M0.0%-0.8%1.322%
2/7/2025 Capital Management Corp VA4,586$287K0.1%+4.6%0.034%
2/6/2025 Raymond James Financial Inc.131,897$8.25M0.0%N/A0.981%
2/6/2025 Assetmark Inc.1,241$78K0.0%N/A0.009%
2/6/2025 NewSquare Capital LLC35,868$2.24M0.2%+2.3%0.267%
2/6/2025 Steward Partners Investment Advisory LLC102,023$6.38M0.1%+0.9%0.759%
2/6/2025 Unified Investment Management6,318$395K0.4%N/A0.047%
2/4/2025 Bank of New York Mellon Corp45,652$2.85M0.0%N/A0.339%
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2/4/2025 Theory Financial LLC52,434$3.28M1.4%-1.3%0.390%
2/4/2025 Wealthspire Advisors LLC13,194$825K0.0%+91.7%0.098%
2/3/2025 Private Advisor Group LLC206,169$12.89M0.1%+7.8%1.533%
1/31/2025Global Retirement Partners LLC594$37K0.0%-72.6%0.004%
1/31/2025 Truist Financial Corp448,601$28.04M0.0%-6.2%3.335%
1/30/2025 Stanich Group LLC4,118$257K0.2%N/A0.031%
1/30/2025 Allworth Financial LP394$26K0.0%N/A0.003%
1/30/2025 Strategic Financial Concepts LLC193,969$12.13M0.4%N/A1.442%
1/30/2025 Vicus Capital6,000$375K0.0%-11.1%0.045%
1/29/2025 Consolidated Planning Corp177,105$11.07M1.5%+9.6%1.317%
(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, 133 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 ($35.53M), Bank of America Corp DE ($30.74M), Truist Financial Corp ($28.04M), 3D L Capital Management LLC ($18.74M), Freedom Investment Management Inc. ($18.60M), and Baird Financial Group Inc. ($18.27M).Learn more on EZM's institutional investors.

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

Of the 96 institutional investors that purchased WisdomTree U.S. MidCap Fund 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. ($363.06K), Raymond James Financial Inc. ($293.42K), Win Advisors Inc. ($227.81K), and DAVENPORT & Co LLC ($194.95K).

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

Institutional investors have bought a total of 4,222,171 shares in the last 24 months. This purchase volume represents approximately $248.69M in transactions.

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

Of the 75 institutional investors that sold WisdomTree U.S. MidCap Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($610.95K), Truist Financial Corp ($168.72K), Raymond James Financial Services Advisors Inc. ($165.27K), Cetera Investment Advisers ($116.63K), Bank of America Corp DE ($113.01K), Kestra Advisory Services LLC ($91.58K), and Envestnet Asset Management Inc. ($90.10K).

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

Institutional investors have sold a total of 1,990,678 shares in the last 24 months. This volume of shares sold represents approximately $115.42M in transactions.


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This page (NYSEARCA:EZM) was last updated on 5/25/2025 by MarketBeat.com Staff
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