Free Trial
→ Trump’s Sending THIS Crypto Higher on Purpose (From Crypto 101 Media) (Ad) Free EZM Stock Alerts

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

WisdomTree U.S. MidCap Fund logo
$65.22 +0.73 (+1.13%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$71.58M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$24.43M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Flagship Harbor Advisors LLC27,086$1.69M0.1%-1.1%0.201%
1/21/2025Cornerstone Wealth Management LLC4,689$293K0.0%-4.0%0.035%
1/21/2025Team Financial Group LLC12,899$806K0.5%-29.3%0.096%
1/17/2025 Janney Montgomery Scott LLC51,070$3.19M0.0%+4.5%0.380%
1/15/2025 Lauer Wealth LLC75,480$4.72M3.1%+3.0%0.561%
1/15/2025 Tallon Kerry Patrick3,750$233K0.2%N/A0.028%
1/14/2025 Breakwater Capital Group81,113$5.07M1.0%+1.5%0.603%
1/13/2025 PSI Advisors LLC8,065$504K0.1%-2.7%0.060%
1/13/2025 Envision Financial LLC13,645$853K0.7%N/A0.101%
12/26/2024JPMorgan Chase & Co.119,779$7.47M0.0%+46.9%0.891%
11/25/2024Synovus Financial Corp84,874$5.29M0.1%+7.5%0.631%
11/25/2024World Investment Advisors LLC87,703$5.47M0.1%N/A0.652%
11/15/2024MML Investors Services LLC6,387$398K0.0%+3.3%0.047%
11/15/2024Jane Street Group LLC25,749$1.61M0.0%-15.8%0.191%
11/15/2024HighTower Advisors LLC179,143$11.17M0.0%-1.6%1.332%
11/14/2024Captrust Financial Advisors3,230$201K0.0%-17.2%0.024%
11/14/2024Rockefeller Capital Management L.P.17,756$1.11M0.0%+6.7%0.132%
11/13/2024Freedom Investment Management Inc.329,534$20.54M1.6%-3.4%2.450%
11/13/2024FMR LLC5,951$371K0.0%+118.2%0.044%
11/12/2024Investors Research Corp6,978$435K0.1%-31.2%0.052%
11/12/2024L & S Advisors Inc22,495$1.40M0.1%+1.1%0.167%
11/7/2024Theory Financial LLC53,102$3.27M1.2%-2.2%0.395%
10/31/2024Consolidated Planning Corp161,617$10.08M1.5%+5.8%1.202%
10/29/2024 Janney Montgomery Scott LLC48,868$3.05M0.0%N/A0.363%
10/25/2024Better Money Decisions LLC3,231$201K0.1%N/A0.024%
10/24/2024Hibernia Wealth Partners LLC11,078$691K0.2%N/A0.082%
10/24/2024 Wealth Enhancement Advisory Services LLC8,383$523K0.0%+14.2%0.062%
10/23/2024Team Financial Group LLC18,253$1.14M0.7%-19.9%0.136%
10/23/2024CENTRAL TRUST Co22,186$1.38M0.0%+2.6%0.165%
10/22/2024Private Advisor Group LLC191,184$11.92M0.1%+6.1%1.421%
10/21/2024Vicus Capital6,750$421K0.0%-3.6%0.050%
10/21/2024Northwest Investment Counselors LLC538$34K0.0%N/A0.004%
10/16/2024 Culbertson A N & Co. Inc.46,437$2.90M0.5%+0.6%0.345%
10/16/2024 Kaydan Wealth Management Inc.3,450$215K0.1%N/A0.026%
10/11/2024Oxler Private Wealth LLC13,186$822K0.3%-3.4%0.098%
10/10/2024 CVA Family Office LLC7,235$451K0.1%-10.5%0.054%
10/8/2024Mather Group LLC.25,036$1.56M0.0%-45.9%0.186%
10/4/2024 Breakwater Capital Group79,878$4.98M1.0%+9.2%0.594%
9/18/2024Sensible Money LLC12,046$696K0.3%-22.1%0.090%
8/22/2024Cetera Investment Advisers102,767$5.94M0.0%-46.0%0.764%
Do this Before Elon’s Reveal on January 29th (Ad)

Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but designed to power a $9 trillion AI revolution. And I’ve identified a little-known supplier Elon is depending on to make it all happen.

I urge you to watch this video now.
8/21/2024Truist Financial Corp498,090$28.79M0.0%-4.8%3.703%
8/16/2024Northwestern Mutual Wealth Management Co.10,401$601K0.0%+7.3%0.077%
8/16/2024Northeast Financial Consultants Inc32,505$1.88M0.1%-3.6%0.242%
8/14/2024Team Financial Group LLC22,781$1.32M0.9%+5.3%0.169%
8/12/2024Ieq Capital LLC205,093$11.85M0.2%+6.2%1.525%
8/12/2024Mercer Global Advisors Inc. ADV23,697$1.37M0.0%-5.2%0.176%
8/8/2024Envestnet Asset Management Inc.128,989$7.45M0.0%-4.5%0.959%
8/8/2024GHP Investment Advisors Inc.43,870$2.54M0.1%-1.9%0.326%
8/6/2024Clearwater Capital Advisors LLC153,959$8.90M0.9%-0.2%1.145%
8/6/2024Asset Dedication LLC11,963$691K0.0%-21.8%0.089%
8/5/2024Private Advisor Group LLC180,273$10.42M0.1%+6.6%1.340%
8/2/2024Consolidated Planning Corp152,694$8.82M1.5%+1.9%1.135%
7/31/2024Commonwealth Equity Services LLC36,772$2.13M0.0%+5.7%0.273%
7/30/2024Oxler Private Wealth LLC13,645$789K0.3%-4.7%0.101%
7/29/2024Great Point Wealth Advisors LLC67,747$3.92M0.9%-5.8%0.504%
7/26/2024 Breakwater Capital Group73,162$4.23M1.0%+4.5%0.544%
7/26/2024Cambridge Investment Research Advisors Inc.71,725$4.15M0.0%-7.6%0.533%
7/23/2024NewSquare Capital LLC35,035$2.03M0.2%+2.3%0.260%
7/23/2024Vicus Capital7,004$405K0.0%-2.8%0.052%
7/20/2024Raymond James Financial Services Advisors Inc.292,152$16.88M0.0%+0.2%2.172%
7/19/2024Western Wealth Management LLC16,515$954K0.1%-1.1%0.123%
7/19/2024Raymond James & Associates25,343$1.47M0.0%+3.3%0.188%
7/17/2024Aurora Private Wealth Inc.10,787$623K0.5%-10.7%0.080%
7/16/2024Envestnet Portfolio Solutions Inc.5,625$325K0.0%+10.9%0.042%
7/16/2024 Wealth Enhancement Advisory Services LLC7,340$424K0.0%+3.0%0.055%
7/16/2024 Lauer Wealth LLC73,378$4.34M3.5%-3.4%0.546%
7/9/2024Mather Group LLC.46,297$2.83M0.0%-2.8%0.344%
7/8/2024RVW Wealth LLC17,617$1.02M0.1%-8.6%0.131%
5/24/2024Cetera Advisors LLC167,394$10.21M0.1%+34.3%1.245%
5/24/2024Cetera Investment Advisers190,442$11.62M0.0%+324.3%1.416%
5/17/2024Clear Point Advisors Inc.653$40K0.0%-21.3%0.005%
5/16/2024Waverly Advisors LLC16,396$1M0.0%N/A0.122%
5/10/2024TIAA Trust National Association3,389$207K0.0%N/A0.025%
5/9/2024Clearwater Capital Advisors LLC154,295$9.42M1.0%+0.5%1.147%
5/7/2024Insight Advisors LLC PA3,316$202K0.0%-6.9%0.025%
5/6/2024Envestnet Portfolio Solutions Inc.5,070$309K0.0%-9.0%0.038%
5/4/2024DAVENPORT & Co LLC472,211$28.81M0.2%+10.4%3.511%
5/2/2024Consolidated Planning Corp149,868$9.15M1.6%+3.5%1.114%
5/1/2024 Janney Montgomery Scott LLC47,225$2.88M0.0%+15.9%0.351%
4/30/2024Private Advisor Group LLC169,135$10.32M0.1%+14.3%1.258%
4/30/2024 Culbertson A N & Co. Inc.46,180$2.82M0.5%-3.0%0.343%
4/25/2024Cambridge Investment Research Advisors Inc.77,661$4.74M0.0%-1.3%0.577%
4/24/2024 PSI Advisors LLC8,293$506K0.2%-2.9%0.062%
4/24/2024CENTRAL TRUST Co21,900$1.34M0.0%-9.6%0.163%
4/24/2024Oxler Private Wealth LLC14,319$874K0.3%-2.1%0.106%
4/23/2024Raymond James Financial Services Advisors Inc.291,593$17.79M0.0%-29.6%2.168%
4/18/2024 Breakwater Capital Group69,996$4.27M1.1%+3.5%0.520%
4/17/2024Vicus Capital7,206$440K0.0%-4.8%0.054%
4/15/2024S.A. Mason LLC7,079$432K0.3%-12.4%0.053%
4/15/2024Sound Income Strategies LLC545$33K0.0%-73.8%0.004%
Do this Before Elon’s Reveal on January 29th (Ad)

Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but designed to power a $9 trillion AI revolution. And I’ve identified a little-known supplier Elon is depending on to make it all happen.

I urge you to watch this video now.
4/12/2024 Kaydan Wealth Management Inc.3,450$211K0.1%N/A0.025%
4/12/2024Northwest Investment Counselors LLC535$33K0.0%N/A0.004%
4/10/2024 CVA Family Office LLC8,042$491K0.1%-15.6%0.058%
4/9/2024Mather Group LLC.47,647$2.73M0.0%-7.1%0.343%
4/8/2024RVW Wealth LLC19,265$1.18M0.1%-5.4%0.139%
3/15/2024BlueChip Wealth Advisors LLC4,644$267K0.2%N/A0.033%
3/8/2024ICA Group Wealth Management LLC555$32K0.0%N/A0.004%
2/23/2024Chicago Partners Investment Group LLC3,961$223K0.0%N/A0.028%
2/15/2024Freedom Investment Management Inc.362,496$20.80M1.7%N/A2.608%
2/12/2024Steward Partners Investment Advisory LLC4,128$237K0.0%+5.1%0.030%
(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, 115 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Fund. The most heavily invested institutionals were UBS Group AG ($64.68M), Bank of America Corp DE ($55.54M), DAVENPORT & Co LLC ($28.81M), Truist Financial Corp ($28.79M), Freedom Investment Management Inc. ($20.54M), 3D L Capital Management LLC ($18.74M), and Raymond James Financial Services Advisors Inc. ($16.88M).Learn more on EZM's institutional investors.

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

Of the 83 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: UBS Group AG ($391.63K), Freedom Investment Management Inc. ($362.50K), Win Advisors Inc. ($227.81K), Baird Financial Group Inc. ($206.69K), Private Advisor Group LLC ($191.18K), Cetera Investment Advisers ($184.43K), and DAVENPORT & Co LLC ($139.34K).

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

Institutional investors have bought a total of 3,031,892 shares in the last 24 months. This purchase volume represents approximately $163.34M in transactions.

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

Of the 64 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: Raymond James Financial Services Advisors Inc. ($506.23K), Truist Financial Corp ($156.32K), 3D L Capital Management LLC ($89.58K), Cambridge Investment Research Advisors Inc. ($88.47K), Cetera Investment Advisers ($87.68K), CENTRAL TRUST Co ($83.74K), and Envestnet Asset Management Inc. ($78.50K).

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

Institutional investors have sold a total of 1,545,050 shares in the last 24 months. This volume of shares sold represents approximately $82.18M in transactions.


Related Companies

This page (NYSEARCA:EZM) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
This coin could surge during Trump’s first week in office.
Juan has never had a losing trade on Bitcoin. And he booked gains of 312% on Chainlink … Now, he says one v...
Weiss Ratings | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored