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

WisdomTree U.S. MidCap Fund logo
$75.59 +0.37 (+0.49%)
Closing price 07/24/2026 04:10 PM Eastern
Extended Trading
$75.57 -0.02 (-0.03%)
As of 07/24/2026 07:34 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. MidCap Fund (NYSEARCA:EZM)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$68.85M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$87.82M
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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
7/15/2026 Davidson Kahn Capital Management LLC79,471$6.02M2.6%-1.4%0.641%
7/9/2026 Roan Capital Partners47,952$3.63M3.0%+8.9%0.387%
7/9/2026 Breakwater Capital Group77,786$5.90M0.7%-2.5%0.627%
6/18/2026Western Wealth Management LLC14,594$981K0.0%+6.4%0.119%
5/19/2026Western Wealth Management LLC14,594$981K0.0%+6.4%0.119%
5/19/2026NewEdge Advisors LLC5,087$342K0.0%-6.9%0.042%
5/19/2026Bank of America Corp DE494,646$33.25M0.0%-2.2%4.038%
5/18/2026Royal Bank of Canada152,224$10.23M0.0%+15.3%1.243%
5/15/2026Waverly Advisors LLC11,180$752K0.0%-5.1%0.091%
5/14/2026Ascension Capital Advisors Inc.3,300$222K0.1%N/A0.027%
5/13/2026Cetera Investment Advisers61,681$4.15M0.0%-4.2%0.504%
5/13/2026Clearwater Capital Advisors LLC191,663$12.88M1.0%+3.9%1.565%
5/8/2026Cassaday & Co Wealth Management LLC744$50K0.0%N/A0.006%
5/5/2026Bank of New York Mellon Corp32,465$2.18M0.0%+8.0%0.265%
5/5/2026Theory Financial LLC89,563$6.02M2.1%+26.8%0.731%
5/1/2026Fifth Third Bancorp2,135$144K0.0%N/A0.017%
4/30/2026Kestra Advisory Services LLC24,519$1.65M0.0%+18.0%0.200%
4/28/2026Ascentis Independent Advisors8,170$549K0.0%+34.7%0.067%
4/28/2026Koshinski Asset Management Inc.3,837$258K0.0%+8.6%0.031%
4/27/2026World Investment Advisors12,555$844K0.0%-13.5%0.102%
4/27/2026Private Advisor Group LLC175,021$11.77M0.1%+0.8%1.429%
4/22/2026Janney Montgomery Scott LLC21,292$1.43M0.0%-21.6%0.174%
4/22/2026 Sylvest Advisors LLC56,894$3.82M2.0%+16.0%0.464%
4/21/2026 Laurel Oak Wealth Management LLC5,668$381K0.1%-13.5%0.046%
4/21/2026 GHP Investment Advisors Inc.38,581$2.59M0.1%-1.2%0.312%
4/20/2026 Breakwater Capital Group79,810$5.37M0.7%-0.4%0.646%
4/18/2026CENTRAL TRUST Co43,466$2.92M0.1%+23.0%0.352%
4/17/2026Provident Wealth Management LLC99,591$6.69M2.0%+1.2%0.806%
4/17/2026CPC Advisors LLC262,309$17.63M2.9%+2.7%2.124%
3/17/2026Rockefeller Capital Management L.P.17,597$1.18M0.0%+1.1%0.143%
3/9/2026Corient Private Wealth LLC30,442$2.03M0.0%+2.8%0.247%
2/19/2026Corient Private Wealth LLC30,442$2.03M0.0%+2.8%0.247%
2/18/2026Mercer Global Advisors Inc. ADV13,393$895K0.0%+183.7%0.109%
2/18/2026Align Financial LLC207,280$13.85M0.1%N/A1.685%
2/17/2026Cetera Investment Advisers64,380$4.30M0.0%-9.7%0.523%
2/17/2026Equitable Holdings Inc.93,301$6.23M0.0%+3.3%0.759%
2/17/2026Osaic Holdings Inc.30,439$2.03M0.0%+13.6%0.247%
2/17/2026Private Advisor Group LLC173,630$11.60M0.1%+5.0%1.412%
2/17/2026Captrust Financial Advisors2,995$200K0.0%N/A0.024%
2/17/2026Blair William & Co. IL6,792$454K0.0%+4.4%0.055%
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2/17/2026Royal Bank of Canada132,019$8.82M0.0%+69.4%1.073%
2/16/2026Sargent Investment Group LLC7,575$506K0.1%N/A0.062%
2/16/2026MML Investors Services LLC5,158$345K0.0%-3.4%0.042%
2/13/2026Kestra Advisory Services LLC20,775$1.39M0.0%+6.2%0.169%
2/13/2026Ridge Creek Global Inc22,866$1.53M1.3%N/A0.186%
2/13/2026Ieq Capital LLC203,578$13.60M0.0%-0.7%1.655%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC722$48K0.0%N/A0.006%
2/13/2026Wells Fargo & Company MN91,655$6.12M0.0%-4.1%0.745%
2/13/2026Summit Financial LLC17,674$1.18M0.0%-4.1%0.144%
2/12/2026 Laurel Oak Wealth Management LLC6,554$438K0.1%N/A0.053%
2/12/2026HRT Financial LP8,927$596K0.0%N/A0.073%
2/12/2026Orion Porfolio Solutions LLC19,166$1.28M0.0%N/A0.156%
2/12/2026 TopTier Wealth Management LLC60,916$4.07M2.8%N/A0.495%
2/12/2026Commonwealth Equity Services LLC46,851$3.13M0.0%-29.1%0.381%
2/12/2026Steward Partners Investment Advisory LLC104,366$6.97M0.0%-14.8%0.849%
2/11/2026Janney Montgomery Scott LLC27,157$1.81M0.0%-10.7%0.221%
2/11/2026TIAA Trust National Association3,383$226K0.0%+5.0%0.028%
2/11/2026LPL Financial LLC249,475$16.67M0.0%-74.3%2.028%
2/11/2026Franklin Resources Inc.1,705$114K0.0%N/A0.014%
2/11/2026JPMorgan Chase & Co.120,894$8.08M0.0%-2.9%0.983%
2/10/2026Bantamac Capital LLC3,000$200K0.1%N/A0.024%
2/10/2026IF Advisors LLC3,765$252K0.2%N/A0.031%
2/10/2026Northwestern Mutual Wealth Management Co.10,545$704K0.0%+1.9%0.086%
2/9/2026Clearwater Capital Advisors LLC184,395$12.32M1.0%+2.4%1.499%
2/6/2026Freedom Investment Management Inc.301,519$20.14M5.9%-3.5%2.451%
2/6/2026McKinley Carter Wealth Services Inc.3,616$242K0.0%-14.1%0.029%
2/6/2026HighTower Advisors LLC156,080$10.43M0.0%-1.5%1.269%
2/5/2026L & S Advisors Inc29,304$1.96M0.2%-0.7%0.238%
2/5/2026Dana Investment Advisors Inc.5,680$379K0.0%-9.5%0.046%
2/5/2026Northwestern Mutual Wealth Management Co.70,055$4.68M0.0%+576.9%0.570%
2/5/2026Western Wealth Management LLC13,711$916K0.0%-1.5%0.111%
2/4/2026Midwest Trust Co4,514$302K0.0%+7.2%0.037%
2/3/2026Koshinski Asset Management Inc.3,532$236K0.0%+12.0%0.029%
2/2/2026Truist Financial Corp374,935$25.05M0.0%-4.0%3.048%
2/2/2026CENTRAL TRUST Co35,337$2.36M0.0%+11.4%0.287%
2/2/2026 Aurora Private Wealth Inc.11,015$736K0.5%N/A0.090%
1/29/2026Comerica Bank2,250$150K0.0%-23.4%0.019%
1/29/2026Ashton Thomas Private Wealth LLC3,321$222K0.0%N/A0.027%
1/29/2026UBS Group AG603,526$40.32M0.0%-1.7%4.967%
1/29/2026Golden State Equity Partners6,065$405K0.1%N/A0.050%
1/28/2026Provident Wealth Management LLC98,449$6.58M1.9%+4.0%0.810%
1/28/2026 Davidson Kahn Capital Management LLC84,791$5.66M2.9%+6.0%0.698%
1/28/2026CPC Advisors LLC255,466$17.07M1.7%+27.8%2.103%
1/27/2026 GHP Investment Advisors Inc.39,041$2.61M0.1%-0.8%0.321%
1/26/2026 Merit Financial Group LLC20,744$1.39M0.0%N/A0.171%
1/26/2026 Great Point Wealth Advisors LLC49,752$3.32M0.6%-13.9%0.409%
1/26/2026CWM LLC2,383$159K0.0%-17.4%0.020%
1/23/2026Oxler Private Wealth LLC9,270$619K0.2%-9.5%0.076%
1/21/2026Culbertson A N & Co. Inc.45,710$3.05M0.4%-1.4%0.376%
1/21/2026 Crux Wealth Advisors24,477$1.64M0.6%-19.9%0.201%
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1/21/2026 Flagship Harbor Advisors LLC24,744$1.65M0.1%-2.4%0.204%
1/20/2026 Sylvest Advisors LLC49,031$3.28M1.7%+11.0%0.404%
1/14/2026 Wealthcare Advisory Partners LLC4,620$309K0.0%+29.5%0.038%
1/13/2026 Team Financial Group LLC6,653$444K0.2%-3.9%0.055%
1/13/2026Westwood Wealth Management43,341$2.90M2.2%N/A0.357%
1/12/2026 DAVENPORT & Co LLC619,650$41.39M0.2%+9.2%5.100%
1/12/2026 Lauer Wealth LLC36,414$2.52M1.9%-0.5%0.300%
1/12/2026 Amplius Wealth Advisors LLC14,084$941K0.1%-7.6%0.116%
1/9/2026 Breakwater Capital Group80,120$5.35M0.7%-15.0%0.659%
1/8/2026 Fulton Bank N.A.4,698$314K0.0%N/A0.039%


EZM Institutional Ownership - Frequently Asked Questions

During the previous two years, 150 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Fund. The most heavily invested institutionals were DAVENPORT & Co LLC ($41.39M), UBS Group AG ($40.32M), Bank of America Corp DE ($33.25M), Truist Financial Corp ($25.05M), Freedom Investment Management Inc. ($20.14M), Baird Financial Group Inc. ($19.16M), and CPC Advisors LLC ($17.63M).Learn more on WisdomTree U.S. MidCap Fund's institutional investors.

Of the 112 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 ($677.83K), Strategic Financial Concepts LLC ($387.94K), Raymond James Financial Inc. ($293.42K), Align Financial LLC ($207.28K), DAVENPORT & Co LLC ($202.60K), Provident Wealth Management LLC ($99.59K), and Lionshead Wealth Management LLC ($89.90K).

Institutional investors have bought a total of 1,039,257 shares in the last 24 months. This purchase volume represents approximately $68.85M in transactions.

Of the 56 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 ($720.77K), DAVENPORT & Co LLC ($99.14K), UBS Group AG ($61.75K), Private Advisor Group LLC ($46.14K), Lauer Wealth LLC ($42.73K), Truist Financial Corp ($41.82K), and JPMorgan Chase & Co. ($38.50K).

Institutional investors have sold a total of 1,328,352 shares in the last 24 months. This volume of shares sold represents approximately $87.82M in transactions.


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This page (NYSEARCA:EZM) was last updated on 7/25/2026 by MarketBeat.com Staff.
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