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

WisdomTree U.S. MidCap Fund logo
$72.62 0.00 (0.00%)
Closing price 05/22/2026 04:10 PM Eastern
Extended Trading
$72.64 +0.02 (+0.02%)
As of 05/22/2026 04:10 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)
73
Total
Institutional Inflows
(last 12 months)
$75.97M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$89.02M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC14,594$981K0.0%+6.4%0.119%
5/19/2026 NewEdge Advisors LLC5,087$342K0.0%-6.9%0.042%
5/19/2026 Bank of America Corp DE494,646$33.25M0.0%-2.2%4.038%
5/18/2026 Royal Bank of Canada152,224$10.23M0.0%+15.3%1.243%
5/15/2026 Waverly 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%
4/27/2026 World 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%
3/17/2026 Rockefeller 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%
2/17/2026 Equitable Holdings Inc.93,301$6.23M0.0%+3.3%0.759%
2/17/2026 Osaic 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%
2/17/2026 Captrust Financial Advisors2,995$200K0.0%N/A0.024%
2/17/2026 Blair William & Co. IL6,792$454K0.0%+4.4%0.055%
2/17/2026 Royal 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%
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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%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC722$48K0.0%N/A0.006%
2/13/2026 Wells 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%
2/12/2026 HRT Financial LP8,927$596K0.0%N/A0.073%
2/12/2026 Orion 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%
2/12/2026 Steward 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%
2/11/2026 Franklin 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%
2/10/2026 IF 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%
2/5/2026 Dana 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%
2/5/2026 Western 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%
1/29/2026 UBS 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%
1/26/2026 CWM 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%
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%
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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%
1/2/2026 LBJ Family Wealth Advisors Ltd.10,425$696K0.4%-3.7%0.086%
1/1/2026 JPMorgan Chase & Co.124,448$8.20M0.0%-3.4%1.028%
11/18/2025 Advisory Services Network LLC1,114$73K0.0%N/A0.009%
11/17/2025 Susquehanna International Group LLP30,622$2.02M0.0%-25.5%0.253%


EZM Institutional Ownership - Frequently Asked Questions

During the previous two years, 151 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 113 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 1,155,529 shares in the last 24 months. This purchase volume represents approximately $75.97M in transactions.

Of the 60 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), Truist Financial Corp ($59.45K), Private Advisor Group LLC ($46.14K), Lauer Wealth LLC ($42.73K), and JPMorgan Chase & Co. ($38.50K).

Institutional investors have sold a total of 1,348,453 shares in the last 24 months. This volume of shares sold represents approximately $89.02M in transactions.


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This page (NYSEARCA:EZM) was last updated on 5/26/2026 by MarketBeat.com Staff.
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