Go Pro
→ Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (From Altimetry) (Ad)tc pixel Free EZM Stock Alerts

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

WisdomTree U.S. MidCap Fund logo
$77.63 +0.24 (+0.31%)
Closing price 04:10 PM Eastern
Extended Trading
$77.62 0.00 (-0.01%)
As of 04:15 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$64.12M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$80.17M
Get EZM Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. MidCap Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EZM Institutional Buying and Selling by Quarter

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

Export
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%
5/19/2026 NewEdge 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%
5/14/2026 Ascension Capital Advisors Inc.3,300$222K0.1%N/A0.027%
5/13/2026 Cetera Investment Advisers61,681$4.15M0.0%-4.2%0.504%
5/13/2026 Clearwater Capital Advisors LLC191,663$12.88M1.0%+3.9%1.565%
5/8/2026 Cassaday & Co Wealth Management LLC744$50K0.0%N/A0.006%
5/5/2026 Bank of New York Mellon Corp32,465$2.18M0.0%+8.0%0.265%
5/5/2026 Theory Financial LLC89,563$6.02M2.1%+26.8%0.731%
5/1/2026 Fifth Third Bancorp2,135$144K0.0%N/A0.017%
4/30/2026 Kestra Advisory Services LLC24,519$1.65M0.0%+18.0%0.200%
4/28/2026 Ascentis Independent Advisors8,170$549K0.0%+34.7%0.067%
4/28/2026 Koshinski Asset Management Inc.3,837$258K0.0%+8.6%0.031%
4/27/2026World Investment Advisors12,555$844K0.0%-13.5%0.102%
4/27/2026 Private Advisor Group LLC175,021$11.77M0.1%+0.8%1.429%
4/22/2026 Janney 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%
4/18/2026 CENTRAL TRUST Co43,466$2.92M0.1%+23.0%0.352%
4/17/2026 Provident Wealth Management LLC99,591$6.69M2.0%+1.2%0.806%
4/17/2026 CPC 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%
3/9/2026 Corient Private Wealth LLC30,442$2.03M0.0%+2.8%0.247%
2/19/2026 Corient Private Wealth LLC30,442$2.03M0.0%+2.8%0.247%
2/18/2026 Mercer Global Advisors Inc. ADV13,393$895K0.0%+183.7%0.109%
2/18/2026 Align Financial LLC207,280$13.85M0.1%N/A1.685%
2/17/2026 Cetera 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%
2/17/2026 Private Advisor Group LLC173,630$11.60M0.1%+5.0%1.412%
2/17/2026Captrust Financial Advisors2,995$200K0.0%N/A0.024%
2/17/2026 Blair William & Co. IL6,792$454K0.0%+4.4%0.055%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

Watch the documentary briefing and find out which side you land on
2/17/2026Royal Bank of Canada132,019$8.82M0.0%+69.4%1.073%
2/16/2026 Sargent Investment Group LLC7,575$506K0.1%N/A0.062%
2/16/2026 MML Investors Services LLC5,158$345K0.0%-3.4%0.042%
2/13/2026 Kestra Advisory Services LLC20,775$1.39M0.0%+6.2%0.169%
2/13/2026 Ridge Creek Global Inc22,866$1.53M1.3%N/A0.186%
2/13/2026 Ieq 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%
2/13/2026 Summit 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%
2/12/2026 Commonwealth 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%
2/11/2026 Janney Montgomery Scott LLC27,157$1.81M0.0%-10.7%0.221%
2/11/2026 TIAA Trust National Association3,383$226K0.0%+5.0%0.028%
2/11/2026 LPL Financial LLC249,475$16.67M0.0%-74.3%2.028%
2/11/2026Franklin Resources Inc.1,705$114K0.0%N/A0.014%
2/11/2026 JPMorgan Chase & Co.120,894$8.08M0.0%-2.9%0.983%
2/10/2026 Bantamac Capital LLC3,000$200K0.1%N/A0.024%
2/10/2026IF Advisors LLC3,765$252K0.2%N/A0.031%
2/10/2026 Northwestern Mutual Wealth Management Co.10,545$704K0.0%+1.9%0.086%
2/9/2026 Clearwater Capital Advisors LLC184,395$12.32M1.0%+2.4%1.499%
2/6/2026 Freedom Investment Management Inc.301,519$20.14M5.9%-3.5%2.451%
2/6/2026 McKinley Carter Wealth Services Inc.3,616$242K0.0%-14.1%0.029%
2/6/2026 HighTower Advisors LLC156,080$10.43M0.0%-1.5%1.269%
2/5/2026 L & 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%
2/5/2026 Northwestern 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%
2/4/2026 Midwest Trust Co4,514$302K0.0%+7.2%0.037%
2/3/2026 Koshinski Asset Management Inc.3,532$236K0.0%+12.0%0.029%
2/2/2026 Truist Financial Corp374,935$25.05M0.0%-4.0%3.048%
2/2/2026 CENTRAL 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%
1/29/2026 Ashton Thomas Private Wealth LLC3,321$222K0.0%N/A0.027%
1/29/2026UBS Group AG603,526$40.32M0.0%-1.7%4.967%
1/29/2026 Golden State Equity Partners6,065$405K0.1%N/A0.050%
1/28/2026 Provident 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%
1/28/2026 CPC 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%
1/23/2026 Oxler Private Wealth LLC9,270$619K0.2%-9.5%0.076%
1/21/2026 Culbertson 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%
Trump’s April 2027 Deadline Has Wallstreet Scrambling. (Ad)

The DTCC settles nearly every U.S. stock trade, but the old system takes three days and requires $12 billion in idle cash as a safety cushion. A new settlement grid now processes over 100,000 trades a day with instant, tamper-proof records. Trump has plans to move the entire $382 trillion financial system onto this infrastructure by April 2027. BlackRock's new fund on the grid hit $2.8 billion in assets in three months, JPMorgan runs $2 billion a day through it, and Goldman Sachs, Citi, Bank of America and Wells Fargo have announced integration plans.tc pixel

Get the free report on this settlement technology before adoption accelerates
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%
1/13/2026 Westwood 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, 149 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 111 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 962,715 shares in the last 24 months. This purchase volume represents approximately $64.12M in transactions.

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 ($720.77K), DAVENPORT & Co LLC ($99.14K), UBS Group AG ($61.75K), Private Advisor Group LLC ($46.14K), Truist Financial Corp ($41.82K), Bank of America Corp DE ($36.79K), and Commonwealth Equity Services LLC ($19.24K).

Institutional investors have sold a total of 1,204,407 shares in the last 24 months. This volume of shares sold represents approximately $80.17M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:EZM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/15/2026. New 13F filings are added each quarter as they're published.
From Our Partners
One wafer-scale chip does in minutes what AI takes days
NVIDIA has dominated the AI computing race, but history shows even titans can be dethroned, just ask IBM. T...
Eagle Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Wall Street is staring at the wrong AI trade
Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, ...
The Oxford Club | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Why November 27 Is Quickly Becoming America's Most Important Financial Date in Decades
An estimated $10 trillion could move through a little known government initiative, according to analyst Joel L...
Altimetry | Sponsoredtc pixel