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

WisdomTree U.S. MidCap Fund logo
$64.05 +1.68 (+2.69%)
Closing price 04:10 PM Eastern
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$64.00 -0.05 (-0.08%)
As of 04:10 PM Eastern
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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)
$154.40M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$78.41M
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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
8/12/2025JPMorgan Chase & Co.128,762$7.95M0.0%-17.0%1.043%
8/12/2025Lionshead Wealth Management LLC49,798$3.08M2.8%-6.0%0.403%
8/11/2025Western Wealth Management LLC13,867$857K0.1%-15.0%0.112%
8/8/2025 Rockefeller Capital Management L.P.15,417$952K0.0%-4.9%0.124%
8/8/2025 Cetera Investment Advisers55,899$3.45M0.0%-15.2%0.451%
8/8/2025 L & S Advisors Inc26,475$1.64M0.2%+22.7%0.214%
8/7/2025 CENTRAL TRUST Co29,272$1.81M0.0%+2.8%0.236%
8/7/2025 Midwest Trust Co4,044$250K0.0%N/A0.033%
8/6/2025 AE Wealth Management LLC2,719$168K0.0%+536.8%0.022%
8/5/2025 NewSquare Capital LLC39,444$2.44M0.2%+7.8%0.318%
8/5/2025 GHP Investment Advisors Inc.40,137$2.48M0.1%-1.6%0.324%
8/5/2025 Sensible Money LLC11,866$733K0.3%-1.5%0.096%
8/4/2025 Amplius Wealth Advisors LLC6,650$411K0.0%N/A0.054%
8/4/2025 Assetmark Inc.1,008$62K0.0%N/A0.008%
8/4/2025 World Investment Advisors14,377$888K0.0%-13.0%0.116%
8/4/2025 Flagship Harbor Advisors LLC25,342$1.57M0.1%-6.5%0.204%
8/4/2025 Quaker Wealth Management LLC457$28K0.0%-200.0%0.004%
8/1/2025 Envestnet Asset Management Inc.90,911$5.62M0.0%-1.6%0.733%
7/30/2025 Freedom Investment Management Inc.325,994$20.14M1.6%+4.4%2.629%
7/29/2025 Crux Wealth Advisors30,701$1.90M0.8%-26.1%0.248%
7/25/2025 Astoria Portfolio Advisors LLC.3,377$215K0.1%N/A0.027%
7/24/2025 Blair William & Co. IL6,808$421K0.0%-2.5%0.055%
7/22/2025 DAVENPORT & Co LLC666,452$41.17M0.2%+11.8%5.375%
7/22/2025 Wealthcare Advisory Partners LLC3,523$218K0.0%N/A0.028%
7/18/2025 Vicus Capital4,586$283K0.0%-21.3%0.037%
7/18/2025 Consolidated Planning Corp194,607$12.02M1.5%+6.3%1.569%
7/18/2025 Provident Wealth Management LLC92,592$5.72M1.9%+1.2%0.747%
7/18/2025 Truist Financial Corp416,759$25.74M0.0%-4.1%3.361%
7/17/2025 Janney Montgomery Scott LLC70,526$4.36M0.0%+10.1%0.569%
7/16/2025 Sylvest Advisors LLC38,525$2.38M1.4%+8.7%0.311%
7/15/2025 Mather Group LLC.25,303$1.56M0.0%-1.9%0.204%
7/15/2025 RVW Wealth LLC16,313$1.01M0.1%-7.1%0.132%
7/14/2025 Foster Group Inc.19,275$1.19M0.0%N/A0.155%
7/14/2025 Cathy Pareto & Associates Inc.8,186$506K0.4%-16.3%0.066%
7/10/2025 Wealth Enhancement Advisory Services LLC8,842$563K0.0%-6.7%0.071%
7/9/2025 Breakwater Capital Group91,652$5.66M0.9%+2.7%0.739%
7/9/2025 Post Resch Tallon Group Inc.3,440$212K0.2%-7.3%0.028%
5/20/2025 Belpointe Asset Management LLC8,258$492K0.0%N/A0.066%
5/19/2025Jane Street Group LLC8,634$515K0.0%+112.6%0.069%
5/16/2025Jones Financial Companies Lllp11,873$708K0.0%+4,519.8%0.095%
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5/16/2025NewEdge Advisors LLC7,076$422K0.0%-10.9%0.057%
5/15/2025Royal Bank of Canada40,964$2.44M0.0%-4.8%0.328%
5/14/2025Comerica Bank3,262$194K0.0%-11.7%0.026%
5/14/2025 Freedom Investment Management Inc.312,115$18.60M1.6%+0.2%2.497%
5/14/2025Synovus Financial Corp89,272$5.32M0.1%+6.7%0.714%
5/14/2025Northwestern Mutual Wealth Management Co.9,761$582K0.0%+2.7%0.078%
5/14/2025Lionshead Wealth Management LLC52,977$3.16M3.3%-41.1%0.424%
5/14/2025Kestra Advisory Services LLC18,973$1.13M0.0%-57.7%0.152%
5/13/2025Steward Partners Investment Advisory LLC104,832$6.25M0.1%+2.8%0.839%
5/13/2025Raymond James Financial Inc.161,522$9.63M0.0%+22.5%1.292%
5/13/2025HighTower Advisors LLC176,429$10.52M0.0%-0.7%1.411%
5/9/2025Wealthspire Advisors LLC6,739$402K0.0%-48.9%0.054%
5/9/2025 Blair William & Co. IL6,982$416K0.0%+30.5%0.056%
5/9/2025 L & S Advisors Inc21,579$1.29M0.2%+8.3%0.172%
5/8/2025Clearwater Capital Advisors LLC171,741$10.24M1.0%+3.0%1.368%
5/7/2025LPL Financial LLC198,964$11.86M0.0%-75.3%1.585%
5/6/2025 Cetera Investment Advisers65,948$3.93M0.0%-12.3%0.525%
5/6/2025 Avantax Advisory Services Inc.17,211$1.03M0.0%+43.4%0.137%
5/6/2025 BlueChip Wealth Advisors LLC3,610$215K0.1%N/A0.029%
5/5/2025Private Advisor Group LLC207,854$12.39M0.1%+0.8%1.656%
5/2/2025Theory Financial LLC67,911$4.05M1.7%+29.5%0.541%
5/2/2025Lauer Wealth LLC78,026$4.49M3.5%+3.4%0.622%
4/29/2025 Envestnet Asset Management Inc.92,397$5.51M0.0%-21.5%0.736%
4/29/2025 World Investment Advisors16,522$985K0.0%-81.1%0.132%
4/28/2025Great Point Wealth Advisors LLC59,905$3.57M0.8%-1.9%0.477%
4/28/2025 DAVENPORT & Co LLC596,134$35.53M0.2%+8.5%4.750%
4/25/2025 Mather Group LLC.25,784$1.54M0.0%-8.6%0.205%
4/25/2025 Unified Investment Management3,770$225K0.3%-40.3%0.030%
4/25/2025 Financial Insights Inc.3,563$212K0.1%-41.7%0.028%
4/23/2025 Sylvest Advisors LLC35,444$2.11M1.3%N/A0.282%
4/23/2025 Golden State Wealth Management LLC2,100$125K0.0%+100.0%0.017%
4/23/2025 Davidson Kahn Capital Management LLC66,886$3.99M3.1%+17.6%0.533%
4/23/2025 GHP Investment Advisors Inc.40,774$2.43M0.1%-4.4%0.325%
4/23/2025 Team Financial Group LLC8,400$501K0.3%-34.9%0.067%
4/22/2025 Consolidated Planning Corp183,122$10.91M1.5%+3.4%1.459%
4/22/2025 Cambridge Investment Research Advisors Inc.102,102$6.09M0.0%-5.0%0.814%
4/22/2025 Envision Financial LLC12,382$738K0.6%-9.3%0.099%
4/21/2025 Provident Wealth Management LLC91,457$5.45M1.9%N/A0.729%
4/21/2025PSI Advisors LLC7,675$457K0.1%-4.8%0.061%
4/18/2025 CENTRAL TRUST Co28,478$1.70M0.0%+9.7%0.227%
4/17/2025 Janney Montgomery Scott LLC64,051$3.82M0.0%+25.4%0.510%
4/17/2025 Pacific Sun Financial Corp10,955$653K0.4%-2.2%0.087%
4/16/2025 Wealth Enhancement Advisory Services LLC9,473$565K0.0%+6.1%0.075%
4/14/2025 NewSquare Capital LLC36,606$2.18M0.2%+2.1%0.292%
4/14/2025 Revolve Wealth Partners LLC3,616$216K0.0%N/A0.029%
4/10/2025 Breakwater Capital Group89,242$5.32M0.9%+10.0%0.711%
4/10/2025 Cathy Pareto & Associates Inc.9,781$583K0.5%-9.7%0.078%
3/17/2025 Wealth Enhancement Advisory Services LLC8,928$558K0.0%+6.5%0.071%
3/5/2025 Financial Insights Inc.6,111$382K0.1%-11.9%0.048%
2/18/2025Note Advisors LLC5,718$357K0.3%N/A0.043%
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2/17/2025Waverly Advisors LLC15,338$959K0.0%-1.2%0.114%
2/17/2025Lionshead Wealth Management LLC89,899$5.62M4.1%N/A0.668%
2/17/2025Cresset Asset Management LLC6,975$436K0.0%-50.0%0.052%
2/17/2025 Cetera Investment Advisers75,193$4.70M0.0%-20.8%0.559%
2/17/2025Baird Financial Group Inc.292,225$18.27M0.0%+3.5%2.173%
2/17/2025Bank of America Corp DE491,722$30.74M0.0%-18.7%3.656%
2/17/2025Ameriprise Financial Inc.32,839$2.05M0.0%+5.7%0.244%
2/14/2025 Davidson Kahn Capital Management LLC56,897$3.56M3.3%N/A0.423%
2/14/2025Jane Street Group LLC4,062$254K0.0%-84.2%0.030%
2/14/2025Beacon Pointe Advisors LLC6,927$433K0.0%+7.8%0.052%
(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, 136 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Fund. The most heavily invested institutionals were UBS Group AG ($64.68M), DAVENPORT & Co LLC ($41.17M), Bank of America Corp DE ($30.74M), Truist Financial Corp ($25.74M), Freedom Investment Management Inc. ($20.14M), 3D L Capital Management LLC ($18.74M), and Baird Financial Group Inc. ($18.27M).Learn more on WisdomTree U.S. MidCap Fund's institutional investors.

Which institutional investors have been buying WisdomTree U.S. MidCap Fund's stock?

Of the 96 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 ($679.29K), Strategic Financial Concepts LLC ($387.94K), UBS Group AG ($381.50K), Freedom Investment Management Inc. ($376.94K), Raymond James Financial Inc. ($293.42K), DAVENPORT & Co LLC ($265.27K), and Win Advisors Inc. ($227.81K).

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

Institutional investors have bought a total of 2,487,503 shares in the last 24 months. This purchase volume represents approximately $154.40M in transactions.

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

Of the 53 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 ($605.19K), Cetera Investment Advisers ($126.68K), Bank of America Corp DE ($113.01K), World Investment Advisors ($73.33K), Truist Financial Corp ($72.14K), Lionshead Wealth Management LLC ($40.10K), and Envestnet Asset Management Inc. ($31.33K).

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

Institutional investors have sold a total of 1,302,175 shares in the last 24 months. This volume of shares sold represents approximately $78.42M in transactions.


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This page (NYSEARCA:EZM) was last updated on 8/12/2025 by MarketBeat.com Staff
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