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

WisdomTree U.S. MidCap Fund logo
$63.13 -0.15 (-0.24%)
As of 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)
67
Total
Institutional Inflows
(last 12 months)
$149.25M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$76.04M
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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
7/18/2025Vicus Capital4,586$283K0.0%-21.3%0.037%
7/18/2025Consolidated Planning Corp194,607$12.02M1.5%+6.3%1.569%
7/18/2025Provident 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%
7/16/2025 Sylvest Advisors LLC38,525$2.38M1.4%+8.7%0.311%
7/15/2025 Mather Group LLC.25,303$1.56M0.0%-1.9%0.204%
7/15/2025 RVW Wealth LLC16,313$1.01M0.1%-7.1%0.132%
7/14/2025 Foster Group Inc.19,275$1.19M0.0%N/A0.155%
7/14/2025 Cathy Pareto & Associates Inc.8,186$506K0.4%-16.3%0.066%
7/10/2025 Wealth Enhancement Advisory Services LLC8,842$563K0.0%-6.7%0.071%
7/9/2025 Breakwater Capital Group91,652$5.66M0.9%+2.7%0.739%
7/9/2025 Post 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%
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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%
4/25/2025 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%
4/25/2025Financial Insights Inc.3,563$212K0.1%-41.7%0.028%
4/23/2025 Sylvest Advisors LLC35,444$2.11M1.3%N/A0.282%
4/23/2025Golden 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%
4/22/2025 Envision Financial LLC12,382$738K0.6%-9.3%0.099%
4/21/2025Provident Wealth Management LLC91,457$5.45M1.9%N/A0.729%
4/21/2025PSI Advisors LLC7,675$457K0.1%-4.8%0.061%
4/18/2025CENTRAL TRUST Co28,478$1.70M0.0%+9.7%0.227%
4/17/2025Janney Montgomery Scott LLC64,051$3.82M0.0%+25.4%0.510%
4/17/2025Pacific 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%
4/14/2025NewSquare Capital LLC36,606$2.18M0.2%+2.1%0.292%
4/14/2025Revolve 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%
3/5/2025Financial 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%
2/14/2025Davidson 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%
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%
2/13/2025Envestnet 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%
2/12/2025World 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%
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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%
2/10/2025Envestnet 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%
2/6/2025NewSquare Capital LLC35,868$2.24M0.2%+2.3%0.267%
(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, 135 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 ($25.74M), 3D L Capital Management LLC ($18.74M), Freedom Investment Management Inc. ($18.60M), and Baird Financial Group Inc. ($18.27M).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 94 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. ($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 2,406,252 shares in the last 24 months. This purchase volume represents approximately $149.25M in transactions.

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

Of the 52 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), Cetera Investment Advisers ($116.63K), Bank of America Corp DE ($113.01K), Truist Financial Corp ($72.14K), World Investment Advisors ($71.18K), Lionshead Wealth Management LLC ($36.92K), and Envestnet Asset Management Inc. ($35.97K).

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

Institutional investors have sold a total of 1,265,006 shares in the last 24 months. This volume of shares sold represents approximately $76.04M in transactions.


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This page (NYSEARCA:EZM) was last updated on 7/18/2025 by MarketBeat.com Staff
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