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

WisdomTree U.S. MidCap Fund logo
$58.68 +1.18 (+2.05%)
As of 05/2/2025 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)
65
Total
Institutional Inflows
(last 12 months)
$157.15M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$34.03M
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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
5/2/2025Theory Financial LLC67,911$4.05M1.7%+29.5%0.541%
5/2/2025Lauer Wealth LLC78,026$4.49M3.5%+3.4%0.622%
4/29/2025 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%
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%
2/18/2025Note Advisors LLC5,718$357K0.3%N/A0.043%
2/17/2025Waverly Advisors LLC15,338$959K0.0%-1.2%0.114%
2/17/2025Lionshead Wealth Management LLC89,899$5.62M4.1%N/A0.668%
2/17/2025Cresset Asset Management LLC6,975$436K0.0%-50.0%0.052%
2/17/2025Cetera Investment Advisers75,193$4.70M0.0%-20.8%0.559%
2/17/2025Baird Financial Group Inc.292,225$18.27M0.0%+3.5%2.173%
2/17/2025Bank of America Corp DE491,722$30.74M0.0%-18.7%3.656%
2/17/2025Ameriprise 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%
2/14/2025Jane Street Group LLC4,062$254K0.0%-84.2%0.030%
2/14/2025Beacon Pointe Advisors LLC6,927$433K0.0%+7.8%0.052%
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2/14/2025Price T Rowe Associates Inc. MD14,651$916K0.0%-8.4%0.109%
2/14/2025Stifel Financial Corp7,827$489K0.0%+2.8%0.058%
2/14/2025Freedom Investment Management Inc.311,552$19.48M1.6%-5.5%2.316%
2/13/2025NewEdge Advisors LLC7,943$497K0.0%-2.8%0.059%
2/13/2025Synovus Financial Corp83,667$5.23M0.1%-1.4%0.622%
2/13/2025Crux Wealth Advisors42,087$2.63M1.5%N/A0.313%
2/13/2025Rockefeller Capital Management L.P.16,133$1.01M0.0%-9.1%0.120%
2/13/2025Raymond 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%
2/13/2025Wells 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%
2/12/2025L & S Advisors Inc19,926$1.25M0.1%-11.4%0.148%
2/12/2025Blair William & Co. IL5,350$334K0.0%+599.3%0.040%
2/12/2025JPMorgan Chase & Co.153,407$9.59M0.0%+28.1%1.141%
2/11/2025LPL Financial LLC804,153$50.27M0.0%+536.6%5.979%
2/10/2025Clearwater 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%
2/10/2025Commonwealth Equity Services LLC54,228$3.39M0.0%+38.1%0.403%
2/10/2025Avantax Advisory Services Inc.11,998$750K0.0%+27.3%0.089%
2/7/2025HighTower Advisors LLC177,751$11.11M0.0%-0.8%1.322%
2/7/2025Capital Management Corp VA4,586$287K0.1%+4.6%0.034%
2/6/2025Raymond James Financial Inc.131,897$8.25M0.0%N/A0.981%
2/6/2025Assetmark Inc.1,241$78K0.0%N/A0.009%
2/6/2025 NewSquare Capital LLC35,868$2.24M0.2%+2.3%0.267%
2/6/2025Steward 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%
2/4/2025Theory Financial LLC52,434$3.28M1.4%-1.3%0.390%
2/4/2025Wealthspire Advisors LLC13,194$825K0.0%+91.7%0.098%
2/3/2025Private 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%
1/29/2025Savant Capital LLC12,450$778K0.0%+3.8%0.093%
1/28/2025 Golden State Wealth Management LLC1,050$66K0.0%N/A0.008%
1/28/2025 Strategic Financial Concepts LLC193,969$12.13M0.0%N/A1.442%
1/27/2025 GHP Investment Advisors Inc.42,653$2.67M0.1%-2.7%0.317%
1/27/2025Sargent Investment Group LLC7,805$485K0.1%+36.8%0.058%
1/27/2025 Mather Group LLC.28,224$1.76M0.0%+12.7%0.210%
1/24/2025 S.A. Mason LLC6,079$380K0.2%-14.1%0.045%
1/24/2025 CENTRAL TRUST Co25,969$1.62M0.0%+17.1%0.193%
1/24/2025 Great Point Wealth Advisors LLC61,096$3.82M0.8%-7.3%0.454%
1/24/2025 DAVENPORT & Co LLC549,408$34.34M0.2%+6.4%4.085%
1/23/2025Oxler Private Wealth LLC11,266$704K0.2%-14.6%0.084%
1/22/2025 Cathy Pareto & Associates Inc.10,827$677K0.6%N/A0.080%
1/21/2025 Flagship Harbor Advisors LLC27,086$1.69M0.1%-1.1%0.201%
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1/21/2025 Cornerstone Wealth Management LLC4,689$293K0.0%-4.0%0.035%
1/21/2025 Team Financial Group LLC12,899$806K0.5%-29.3%0.096%
1/17/2025 Janney Montgomery Scott LLC51,070$3.19M0.0%+4.5%0.380%
1/15/2025Lauer Wealth LLC75,480$4.72M3.1%+3.0%0.561%
1/15/2025Tallon Kerry Patrick3,750$233K0.2%N/A0.028%
1/14/2025 Breakwater Capital Group81,113$5.07M1.0%+1.5%0.603%
1/13/2025 PSI Advisors LLC8,065$504K0.1%-2.7%0.060%
1/13/2025 Envision Financial LLC13,645$853K0.7%N/A0.101%
12/26/2024JPMorgan Chase & Co.119,779$7.47M0.0%+46.9%0.891%
11/25/2024Synovus Financial Corp84,874$5.29M0.1%+7.5%0.631%
(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, 131 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Fund. The most heavily invested institutionals were UBS Group AG ($64.68M), LPL Financial LLC ($50.27M), DAVENPORT & Co LLC ($35.53M), Bank of America Corp DE ($30.74M), Truist Financial Corp ($28.04M), Freedom Investment Management Inc. ($19.48M), and 3D L Capital Management LLC ($18.74M).Learn more on EZM's institutional investors.

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

Of the 95 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 ($696.05K), UBS Group AG ($391.63K), Strategic Financial Concepts LLC ($387.94K), Freedom Investment Management Inc. ($362.50K), Raymond James Financial Inc. ($263.79K), Win Advisors Inc. ($227.81K), and Private Advisor Group LLC ($206.17K).

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

Institutional investors have bought a total of 4,383,855 shares in the last 24 months. This purchase volume represents approximately $255.92M in transactions.

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

Of the 73 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: Truist Financial Corp ($185.95K), Raymond James Financial Services Advisors Inc. ($165.27K), Bank of America Corp DE ($113.01K), Cetera Investment Advisers ($107.38K), Envestnet Asset Management Inc. ($99.87K), Cambridge Investment Research Advisors Inc. ($93.80K), and 3D L Capital Management LLC ($89.58K).

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

Institutional investors have sold a total of 1,456,260 shares in the last 24 months. This volume of shares sold represents approximately $82.06M in transactions.


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This page (NYSEARCA:EZM) was last updated on 5/3/2025 by MarketBeat.com Staff
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