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

$51.70

-0.16 (-0.31%)

(As of 11/28/2023 ET)

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Today's Range: $51.54
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$52.01
50-Day Range: $47.01
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$52.01
52-Week Range: $46.63
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$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%

Stock Analysis Chart Headlines Holdings Ownership Ratings

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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EZM Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/21/2023	Comerica Bank	3,985	$0.20M	0.0%	N/A	0.029%
11/16/2023	Creative Planning	5,770	$0.29M	0.0%	-13.1%	0.042%
11/16/2023	Morgan Stanley	477,640	$24.24M	0.0%	-1.5%	3.436%
11/15/2023	Mercer Global Advisors Inc. ADV	87,758	$4.45M	0.0%	+70.2%	0.631%
11/15/2023	Theory Financial LLC	70,118	$3.56M	2.1%	-4.0%	0.504%
11/15/2023	Royal Bank of Canada	133,957	$6.80M	0.0%	-12.7%	0.964%
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11/15/2023	Laurel Wealth Advisors LLC	6,284	$0.32M	0.1%	-3.1%	0.045%
11/15/2023	Ameriprise Financial Inc.	39,819	$2.02M	0.0%	+3.9%	0.286%
11/15/2023	Truist Financial Corp	562,728	$28.55M	0.0%	-10.3%	4.048%
11/14/2023	Qube Research & Technologies Ltd	3,997	$0.20M	0.0%	+1,684.4%	0.029%
11/14/2023	Synovus Financial Corp	120,219	$6.10M	0.1%	+109.5%	0.865%
11/14/2023	Mather Group LLC.	56,267	$2.86M	0.1%	+1.9%	0.405%
11/13/2023	Stifel Financial Corp	5,609	$0.29M	0.0%	-53.4%	0.040%
11/13/2023	LPL Financial LLC	116,638	$5.92M	0.0%	+1.3%	0.839%
11/13/2023	FMR LLC	2,687	$0.14M	0.0%	+269.1%	0.019%
11/13/2023	Envestnet Asset Management Inc.	151,456	$7.69M	0.0%	-19.7%	1.090%
11/13/2023	Envestnet Portfolio Solutions Inc.	5,664	$0.29M	0.0%	N/A	0.041%
11/13/2023	Kestra Advisory Services LLC	36,952	$1.88M	0.0%	-47.0%	0.266%
11/9/2023	Citigroup Inc.	643	$33K	0.0%	N/A	0.005%
11/9/2023	UBS Group AG	1,007,468	$51.12M	0.0%	+35.2%	7.248%
11/8/2023	HighTower Advisors LLC	203,607	$10.33M	0.0%	+1.5%	1.465%
11/8/2023	Janney Montgomery Scott LLC	26,826	$1.36M	0.0%	+65.2%	0.193%
11/8/2023	J.P. Morgan Private Wealth Advisors LLC	141,736	$7.19M	0.0%	-5.6%	1.020%
11/8/2023	Avantax Advisory Services Inc.	5,286	$0.27M	0.0%	+8.7%	0.038%
11/6/2023	Wealthspire Advisors LLC	7,195	$0.37M	0.0%	-5.0%	0.052%
11/6/2023	Breakwater Capital Group	66,189	$3.18M	1.1%	+17.2%	0.476%
11/3/2023	Private Advisor Group LLC	133,484	$6.77M	0.1%	+5.8%	0.960%
11/1/2023	Investors Research Corp	22,970	$1.17M	0.3%	-2.0%	0.165%
10/30/2023	Win Advisors Inc.	227,807	$11.56M	5.7%	N/A	1.639%
10/26/2023	CENTRAL TRUST Co	24,516	$1.24M	0.0%	-26.2%	0.176%
10/26/2023	3D L Capital Management LLC	369,398	$18.74M	6.1%	-8.6%	2.658%
10/26/2023	GPS Wealth Strategies Group LLC	14,308	$0.73M	0.1%	-5.1%	0.103%
10/24/2023	Clearwater Capital Advisors LLC	147,783	$7.50M	0.9%	-0.3%	1.063%
10/24/2023	Raymond James Financial Services Advisors Inc.	434,512	$22.05M	0.0%	+3.2%	3.126%
10/24/2023	Raymond James & Associates	23,997	$1.22M	0.0%	-1.8%	0.173%
10/24/2023	Cambridge Investment Research Advisors Inc.	80,185	$4.07M	0.0%	-0.7%	0.577%
10/23/2023	Vicus Capital	9,632	$0.49M	0.1%	-14.5%	0.069%
10/23/2023	Commonwealth Equity Services LLC	29,097	$1.48M	0.0%	+3.1%	0.209%
10/17/2023	Lauer Wealth LLC	89,570	$4.47M	4.8%	+3.1%	0.644%
10/17/2023	GHP Investment Advisors Inc.	46,992	$2.31M	0.1%	-2.1%	0.338%

10/17/2023	DAVENPORT & Co LLC	387,262	$19.65M	0.1%	+8.4%	2.786%
10/13/2023	PSI Advisors LLC	8,543	$0.43M	0.2%	-3.9%	0.061%
10/13/2023	Great Point Wealth Advisors LLC	177,990	$9.03M	2.7%	-3.7%	1.281%
10/12/2023	Oxler Private Wealth LLC	15,061	$0.76M	0.4%	-3.3%	0.108%
10/12/2023	Hibernia Wealth Partners LLC	14,813	$0.75M	0.6%	N/A	0.107%
10/10/2023	DHJJ Financial Advisors Ltd.	2,370	$0.12M	0.1%	N/A	0.017%
8/21/2023	Osaic Holdings Inc.	69,803	$3.70M	0.0%	-13.1%	0.502%
8/17/2023	Vicus Capital	11,263	$0.60M	0.1%	-8.8%	0.081%
8/17/2023	Imprint Wealth LLC	38,728	$3.87M	0.2%	N/A	0.279%
8/15/2023	Equitable Holdings Inc.	78,629	$4.16M	0.1%	+16.7%	0.566%
8/15/2023	Imprint Wealth LLC	38,728	$3.87M	0.0%	N/A	0.279%
8/15/2023	Wells Fargo & Company MN	115,184	$6.10M	0.0%	-15.6%	0.829%
8/15/2023	CM Wealth Advisors LLC	34,771	$1.92M	0.6%	N/A	0.250%
8/15/2023	Raymond James Trust N.A.	5,898	$0.31M	0.0%	+7.9%	0.042%
8/15/2023	Royal Bank of Canada	153,530	$8.13M	0.0%	+26.7%	1.105%
8/15/2023	Stifel Financial Corp	12,042	$0.64M	0.0%	+5.0%	0.087%
8/15/2023	Citadel Advisors LLC	8,168	$0.43M	0.0%	-84.4%	0.059%
8/14/2023	Mercer Global Advisors Inc. ADV	51,570	$2.73M	0.0%	-39.3%	0.371%
8/14/2023	Investors Research Corp	23,434	$1.24M	0.3%	-2.6%	0.169%
8/11/2023	Baird Financial Group Inc.	218,251	$11.55M	0.0%	+3.7%	1.570%
8/11/2023	Kestra Advisory Services LLC	69,718	$3.69M	0.0%	-32.1%	0.502%
8/10/2023	Osaic Holdings Inc.	69,803	$3.70M	0.0%	-13.1%	0.502%
8/10/2023	Commonwealth Equity Services LLC	28,231	$1.50M	0.0%	+1.3%	0.203%
8/10/2023	Private Advisor Group LLC	126,110	$6.69M	0.1%	+198.9%	0.907%
8/10/2023	Cetera Advisors LLC	124,857	$6.61M	0.1%	+1.9%	0.898%
8/10/2023	Cetera Advisor Networks LLC	10,116	$0.54M	0.0%	+5.0%	0.073%
8/10/2023	Oxler Private Wealth LLC	15,581	$0.83M	0.4%	-59.3%	0.112%
8/10/2023	Cetera Investment Advisers	38,877	$2.06M	0.0%	N/A	0.280%
8/8/2023	Synovus Financial Corp	57,381	$3.04M	0.0%	+6.9%	0.413%
8/8/2023	3D L Capital Management LLC	404,101	$21.39M	6.2%	-9.0%	2.907%
8/8/2023	Theory Financial LLC	73,045	$3.87M	2.2%	+3.5%	0.526%
8/7/2023	Insight Advisors LLC PA	4,919	$0.26M	0.1%	-49.4%	0.035%
8/4/2023	Envestnet Asset Management Inc.	188,704	$9.99M	0.0%	-8.2%	1.358%
8/3/2023	Northwest Capital Management Inc	510	$27K	0.0%	N/A	0.004%
8/3/2023	CWM LLC	510	$27K	0.0%	+70.0%	0.004%
8/3/2023	Lauer Wealth LLC	86,869	$4.74M	4.9%	+3.6%	0.625%
8/3/2023	NewSquare Capital LLC	31,885	$1.69M	0.2%	+1.5%	0.229%
8/3/2023	McKinley Carter Wealth Services Inc.	4,364	$0.23M	0.0%	-13.1%	0.031%
8/2/2023	Great Point Wealth Advisors LLC	184,800	$9.78M	2.9%	-4.8%	1.329%
8/1/2023	Truist Financial Corp	627,206	$33.20M	0.1%	-3.6%	4.512%
7/31/2023	LPL Financial LLC	115,173	$6.10M	0.0%	-4.8%	0.829%
7/28/2023	First Republic Investment Management Inc.	150,159	$7.95M	0.0%	-9.8%	1.080%
7/27/2023	Capital Management Corp VA	4,334	$0.23M	0.0%	N/A	0.031%
7/26/2023	CENTRAL TRUST Co	33,203	$1.76M	0.0%	-65.2%	0.239%
7/26/2023	Janney Montgomery Scott LLC	16,240	$0.86M	0.0%	+56.1%	0.117%
7/25/2023	Raymond James Financial Services Advisors Inc.	421,118	$22.29M	0.0%	-5.0%	3.030%
7/25/2023	Raymond James & Associates	24,439	$1.29M	0.0%	-2.0%	0.176%
7/24/2023	Breakwater Capital Group	56,497	$2.99M	1.1%	+19.5%	0.406%
7/21/2023	PSI Advisors LLC	8,892	$0.47M	0.2%	-4.9%	0.064%
7/20/2023	DAVENPORT & Co LLC	357,207	$18.91M	0.1%	-4.8%	2.570%

7/18/2023	Culbertson A N & Co. Inc.	47,770	$2.53M	0.5%	-2.1%	0.344%
7/18/2023	Stratos Wealth Partners LTD.	6,948	$0.37M	0.0%	N/A	0.050%
7/17/2023	GPS Wealth Strategies Group LLC	15,072	$0.80M	0.1%	+5.9%	0.108%
7/13/2023	Cambridge Investment Research Advisors Inc.	80,779	$4.28M	0.0%	-4.9%	0.581%
7/12/2023	Pacific Sun Financial Corp	11,320	$0.56M	0.4%	N/A	0.081%
7/10/2023	Sound Income Strategies LLC	545	$29K	0.0%	N/A	0.004%
7/7/2023	RVW Wealth LLC	20,783	$1.10M	0.1%	-3.8%	0.150%
5/22/2023	Ameriprise Financial Inc.	56,555	$2.81M	0.0%	+101.4%	0.398%
5/17/2023	Advisory Services Network LLC	1,363	$68K	0.0%	N/A	0.010%
5/16/2023	Mercer Global Advisors Inc. ADV	84,927	$4.22M	0.0%	-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.

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

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

EZM Institutional Buying and Selling by Quarter

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

EZM Institutional Ownership - Frequently Asked Questions

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

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

EZM Institutional Buying and Selling by Quarter

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

EZM Institutional Ownership - Frequently Asked Questions