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Get ready for Christmas shopping-sprees with these 2 winners
S&P 500   4,554.89
DOW   35,416.98
QQQ   390.19
Alibaba is down more than 10% since earnings, now what?
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
5 stocks for the Christmas wishlist: Hoping for a pullback
Teva Pharma is the way to play the re-rise of generic drugs
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
Lemonade nears breakout, short interest surges, analysts bearish
ULTA stock is setting up to swing for the fences
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
Li Auto smashes estimates proving EVs can be profitable
Get ready for Christmas shopping-sprees with these 2 winners
S&P 500   4,554.89
DOW   35,416.98
QQQ   390.19
Alibaba is down more than 10% since earnings, now what?
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
5 stocks for the Christmas wishlist: Hoping for a pullback
Teva Pharma is the way to play the re-rise of generic drugs
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
Lemonade nears breakout, short interest surges, analysts bearish
ULTA stock is setting up to swing for the fences
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
Li Auto smashes estimates proving EVs can be profitable
Get ready for Christmas shopping-sprees with these 2 winners
S&P 500   4,554.89
DOW   35,416.98
QQQ   390.19
Alibaba is down more than 10% since earnings, now what?
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
5 stocks for the Christmas wishlist: Hoping for a pullback
Teva Pharma is the way to play the re-rise of generic drugs
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
Lemonade nears breakout, short interest surges, analysts bearish
ULTA stock is setting up to swing for the fences
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
Li Auto smashes estimates proving EVs can be profitable
Get ready for Christmas shopping-sprees with these 2 winners

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

$51.70
-0.16 (-0.31%)
(As of 11/28/2023 ET)
Compare
Today's Range
$51.54
$52.01
50-Day Range
$47.01
$52.01
52-Week Range
$46.63
$56.11
Volume
20,591 shs
Average Volume
36,751 shs
Market Capitalization
$718.63 million
Assets Under Management
$719.12 million
Dividend Yield
1.47%
Net Expense Ratio
0.38%

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

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$110.69 M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$78.52 M
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Skip Chart & View Institutional Buying and Selling Data

EZM Institutional Buying and Selling by Quarter


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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/21/2023Comerica Bank3,985$0.20M0.0%N/A0.029%
11/16/2023Creative Planning5,770$0.29M0.0%-13.1%0.042%
11/16/2023Morgan Stanley477,640$24.24M0.0%-1.5%3.436%
11/15/2023Mercer Global Advisors Inc. ADV87,758$4.45M0.0%+70.2%0.631%
11/15/2023Theory Financial LLC70,118$3.56M2.1%-4.0%0.504%
11/15/2023Royal Bank of Canada133,957$6.80M0.0%-12.7%0.964%
11/15/2023Laurel Wealth Advisors LLC6,284$0.32M0.1%-3.1%0.045%
11/15/2023Ameriprise Financial Inc.39,819$2.02M0.0%+3.9%0.286%
11/15/2023Truist Financial Corp562,728$28.55M0.0%-10.3%4.048%
11/14/2023Qube Research & Technologies Ltd3,997$0.20M0.0%+1,684.4%0.029%
11/14/2023Synovus Financial Corp120,219$6.10M0.1%+109.5%0.865%
11/14/2023Mather Group LLC.56,267$2.86M0.1%+1.9%0.405%
11/13/2023Stifel Financial Corp5,609$0.29M0.0%-53.4%0.040%
11/13/2023LPL Financial LLC116,638$5.92M0.0%+1.3%0.839%
11/13/2023FMR LLC2,687$0.14M0.0%+269.1%0.019%
11/13/2023Envestnet Asset Management Inc.151,456$7.69M0.0%-19.7%1.090%
11/13/2023Envestnet Portfolio Solutions Inc.5,664$0.29M0.0%N/A0.041%
11/13/2023Kestra Advisory Services LLC36,952$1.88M0.0%-47.0%0.266%
11/9/2023Citigroup Inc.643$33K0.0%N/A0.005%
11/9/2023UBS Group AG1,007,468$51.12M0.0%+35.2%7.248%
11/8/2023HighTower Advisors LLC203,607$10.33M0.0%+1.5%1.465%
11/8/2023Janney Montgomery Scott LLC26,826$1.36M0.0%+65.2%0.193%
11/8/2023J.P. Morgan Private Wealth Advisors LLC141,736$7.19M0.0%-5.6%1.020%
11/8/2023Avantax Advisory Services Inc.5,286$0.27M0.0%+8.7%0.038%
11/6/2023Wealthspire Advisors LLC7,195$0.37M0.0%-5.0%0.052%
11/6/2023Breakwater Capital Group66,189$3.18M1.1%+17.2%0.476%
11/3/2023Private Advisor Group LLC133,484$6.77M0.1%+5.8%0.960%
11/1/2023Investors Research Corp22,970$1.17M0.3%-2.0%0.165%
10/30/2023Win Advisors Inc.227,807$11.56M5.7%N/A1.639%
10/26/2023CENTRAL TRUST Co24,516$1.24M0.0%-26.2%0.176%
10/26/20233D L Capital Management LLC369,398$18.74M6.1%-8.6%2.658%
10/26/2023GPS Wealth Strategies Group LLC14,308$0.73M0.1%-5.1%0.103%
10/24/2023Clearwater Capital Advisors LLC147,783$7.50M0.9%-0.3%1.063%
10/24/2023Raymond James Financial Services Advisors Inc.434,512$22.05M0.0%+3.2%3.126%
10/24/2023Raymond James & Associates23,997$1.22M0.0%-1.8%0.173%
10/24/2023Cambridge Investment Research Advisors Inc.80,185$4.07M0.0%-0.7%0.577%
10/23/2023Vicus Capital9,632$0.49M0.1%-14.5%0.069%
10/23/2023Commonwealth Equity Services LLC29,097$1.48M0.0%+3.1%0.209%
10/17/2023Lauer Wealth LLC89,570$4.47M4.8%+3.1%0.644%
10/17/2023GHP Investment Advisors Inc.46,992$2.31M0.1%-2.1%0.338%
10/17/2023DAVENPORT & Co LLC387,262$19.65M0.1%+8.4%2.786%
10/13/2023PSI Advisors LLC8,543$0.43M0.2%-3.9%0.061%
10/13/2023Great Point Wealth Advisors LLC177,990$9.03M2.7%-3.7%1.281%
10/12/2023Oxler Private Wealth LLC15,061$0.76M0.4%-3.3%0.108%
10/12/2023Hibernia Wealth Partners LLC14,813$0.75M0.6%N/A0.107%
10/10/2023DHJJ Financial Advisors Ltd.2,370$0.12M0.1%N/A0.017%
8/21/2023Osaic Holdings Inc.69,803$3.70M0.0%-13.1%0.502%
8/17/2023Vicus Capital11,263$0.60M0.1%-8.8%0.081%
8/17/2023Imprint Wealth LLC38,728$3.87M0.2%N/A0.279%
8/15/2023Equitable Holdings Inc.78,629$4.16M0.1%+16.7%0.566%
8/15/2023Imprint Wealth LLC38,728$3.87M0.0%N/A0.279%
8/15/2023Wells Fargo & Company MN115,184$6.10M0.0%-15.6%0.829%
8/15/2023CM Wealth Advisors LLC34,771$1.92M0.6%N/A0.250%
8/15/2023Raymond James Trust N.A.5,898$0.31M0.0%+7.9%0.042%
8/15/2023Royal Bank of Canada153,530$8.13M0.0%+26.7%1.105%
8/15/2023Stifel Financial Corp12,042$0.64M0.0%+5.0%0.087%
8/15/2023Citadel Advisors LLC8,168$0.43M0.0%-84.4%0.059%
8/14/2023Mercer Global Advisors Inc. ADV51,570$2.73M0.0%-39.3%0.371%
8/14/2023Investors Research Corp23,434$1.24M0.3%-2.6%0.169%
8/11/2023Baird Financial Group Inc.218,251$11.55M0.0%+3.7%1.570%
8/11/2023Kestra Advisory Services LLC69,718$3.69M0.0%-32.1%0.502%
8/10/2023Osaic Holdings Inc.69,803$3.70M0.0%-13.1%0.502%
8/10/2023Commonwealth Equity Services LLC28,231$1.50M0.0%+1.3%0.203%
8/10/2023Private Advisor Group LLC126,110$6.69M0.1%+198.9%0.907%
8/10/2023Cetera Advisors LLC124,857$6.61M0.1%+1.9%0.898%
8/10/2023Cetera Advisor Networks LLC10,116$0.54M0.0%+5.0%0.073%
8/10/2023Oxler Private Wealth LLC15,581$0.83M0.4%-59.3%0.112%
8/10/2023Cetera Investment Advisers38,877$2.06M0.0%N/A0.280%
8/8/2023Synovus Financial Corp57,381$3.04M0.0%+6.9%0.413%
8/8/20233D L Capital Management LLC404,101$21.39M6.2%-9.0%2.907%
8/8/2023Theory Financial LLC73,045$3.87M2.2%+3.5%0.526%
8/7/2023Insight Advisors LLC PA4,919$0.26M0.1%-49.4%0.035%
8/4/2023Envestnet Asset Management Inc.188,704$9.99M0.0%-8.2%1.358%
8/3/2023Northwest Capital Management Inc510$27K0.0%N/A0.004%
8/3/2023CWM LLC510$27K0.0%+70.0%0.004%
8/3/2023Lauer Wealth LLC86,869$4.74M4.9%+3.6%0.625%
8/3/2023NewSquare Capital LLC31,885$1.69M0.2%+1.5%0.229%
8/3/2023McKinley Carter Wealth Services Inc.4,364$0.23M0.0%-13.1%0.031%
8/2/2023Great Point Wealth Advisors LLC184,800$9.78M2.9%-4.8%1.329%
8/1/2023Truist Financial Corp627,206$33.20M0.1%-3.6%4.512%
7/31/2023LPL Financial LLC115,173$6.10M0.0%-4.8%0.829%
7/28/2023First Republic Investment Management Inc.150,159$7.95M0.0%-9.8%1.080%
7/27/2023Capital Management Corp VA4,334$0.23M0.0%N/A0.031%
7/26/2023CENTRAL TRUST Co33,203$1.76M0.0%-65.2%0.239%
7/26/2023Janney Montgomery Scott LLC16,240$0.86M0.0%+56.1%0.117%
7/25/2023Raymond James Financial Services Advisors Inc.421,118$22.29M0.0%-5.0%3.030%
7/25/2023Raymond James & Associates24,439$1.29M0.0%-2.0%0.176%
7/24/2023Breakwater Capital Group56,497$2.99M1.1%+19.5%0.406%
7/21/2023PSI Advisors LLC8,892$0.47M0.2%-4.9%0.064%
7/20/2023DAVENPORT & Co LLC357,207$18.91M0.1%-4.8%2.570%
7/18/2023Culbertson A N & Co. Inc.47,770$2.53M0.5%-2.1%0.344%
7/18/2023Stratos Wealth Partners LTD.6,948$0.37M0.0%N/A0.050%
7/17/2023GPS Wealth Strategies Group LLC15,072$0.80M0.1%+5.9%0.108%
7/13/2023Cambridge Investment Research Advisors Inc.80,779$4.28M0.0%-4.9%0.581%
7/12/2023Pacific Sun Financial Corp11,320$0.56M0.4%N/A0.081%
7/10/2023Sound Income Strategies LLC545$29K0.0%N/A0.004%
7/7/2023RVW Wealth LLC20,783$1.10M0.1%-3.8%0.150%
5/22/2023Ameriprise Financial Inc.56,555$2.81M0.0%+101.4%0.398%
5/17/2023Advisory Services Network LLC1,363$68K0.0%N/A0.010%
5/16/2023Mercer Global Advisors Inc. ADV84,927$4.22M0.0%-5.5%0.598%
(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, 147 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Fund. The most heavily invested institutionals were Bank of America Corp DE ($53.29M), UBS Group AG ($51.12M), Truist Financial Corp ($28.55M), Morgan Stanley ($24.24M), Raymond James Financial Services Advisors Inc. ($22.05M), DAVENPORT & Co LLC ($19.65M), 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 123 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 ($0.55M), Stratos Wealth Partners LTD. ($0.39M), UBS Group AG ($0.29M), Raymond James Financial Services Advisors Inc. ($0.28M), Win Advisors Inc. ($0.23M), Baird Financial Group Inc. ($0.21M), and Private Advisor Group LLC ($0.15M).

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

Institutional investors have bought a total of 4,253,505 shares in the last 24 months. This purchase volume represents approximately $214.53M in transactions.

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

Of the 78 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 ($0.52M), Raymond James Financial Services Advisors Inc. ($0.36M), Truist Financial Corp ($0.21M), Great Point Wealth Advisors LLC ($0.16M), MML Investors Services LLC ($0.12M), Bank of America Corp DE ($0.11M), and Cambridge Investment Research Advisors Inc. ($0.10M).

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

Institutional investors have sold a total of 2,640,710 shares in the last 24 months. This volume of shares sold represents approximately $130.49M in transactions.


This page (NYSEARCA:EZM) was last updated on 11/29/2023 by MarketBeat.com Staff

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