Free Trial
→ Trump’s Secret Weapon (From American Alternative) (Ad) Buy EZM Stock  Free EZM Stock Alerts

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

WisdomTree U.S. MidCap Fund logo
$55.18 +0.60 (+1.10%)
As of 04/17/2025 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)
62
Total
Institutional Inflows
(last 12 months)
$146.71M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$34.78M
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
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%
3/5/2025Financial Insights Inc.6,111$382K0.1%-11.9%0.048%
2/18/2025Note Advisors LLC5,718$357K0.3%N/A0.043%
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%
2/17/2025Cetera 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%
2/14/2025Davidson 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%
2/14/2025Price T Rowe Associates Inc. MD14,651$916K0.0%-8.4%0.109%
2/14/2025Stifel Financial Corp7,827$489K0.0%+2.8%0.058%
2/14/2025Freedom Investment Management Inc.311,552$19.48M1.6%-5.5%2.316%
2/13/2025NewEdge Advisors LLC7,943$497K0.0%-2.8%0.059%
2/13/2025Synovus Financial Corp83,667$5.23M0.1%-1.4%0.622%
2/13/2025Crux Wealth Advisors42,087$2.63M1.5%N/A0.313%
2/13/2025Rockefeller Capital Management L.P.16,133$1.01M0.0%-9.1%0.120%
2/13/2025Raymond James Financial Inc.131,897$8.25M0.0%N/A0.981%
2/13/2025Envestnet Asset Management Inc.117,758$7.36M0.0%-3.7%0.876%
2/13/2025Wells Fargo & Company MN131,017$8.19M0.0%-0.7%0.974%
2/12/2025World Investment Advisors87,478$5.47M0.1%-0.3%0.650%
2/12/2025L & S Advisors Inc19,926$1.25M0.1%-11.4%0.148%
2/12/2025Blair William & Co. IL5,350$334K0.0%+599.3%0.040%
2/12/2025JPMorgan Chase & Co.153,407$9.59M0.0%+28.1%1.141%
2/11/2025LPL Financial LLC804,153$50.27M0.0%+536.6%5.979%
2/10/2025Clearwater Capital Advisors LLC166,709$10.42M1.0%+5.2%1.239%
2/10/2025Envestnet Portfolio Solutions Inc.5,851$366K0.0%+9.2%0.044%
2/10/2025Commonwealth Equity Services LLC54,228$3.39M0.0%+38.1%0.403%
2/10/2025Avantax Advisory Services Inc.11,998$750K0.0%+27.3%0.089%
Elon Reveals Why There Soon Won’t Be Any Money For Social Security (Ad)

Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a terrifying supercar crash with billionaire Peter Thiel, then from a deadly strain of malaria—Elon Musk emerged with a stark warning for Americans about looming financial dangers. Discover the little-known Trump IRS loophole that thousands are now using to safeguard their retirement from inflation and market turmoil—before it's too late.

See why thousands of forward-thinking retirement savers are now requesting this FREE 2025 Wealth Pro
2/7/2025HighTower Advisors LLC177,751$11.11M0.0%-0.8%1.322%
2/7/2025Capital Management Corp VA4,586$287K0.1%+4.6%0.034%
2/6/2025Raymond James Financial Inc.131,897$8.25M0.0%N/A0.981%
2/6/2025Assetmark Inc.1,241$78K0.0%N/A0.009%
2/6/2025 NewSquare Capital LLC35,868$2.24M0.2%+2.3%0.267%
2/6/2025Steward Partners Investment Advisory LLC102,023$6.38M0.1%+0.9%0.759%
2/6/2025Unified Investment Management6,318$395K0.4%N/A0.047%
2/4/2025Bank of New York Mellon Corp45,652$2.85M0.0%N/A0.339%
2/4/2025Theory Financial LLC52,434$3.28M1.4%-1.3%0.390%
2/4/2025Wealthspire Advisors LLC13,194$825K0.0%+91.7%0.098%
2/3/2025Private Advisor Group LLC206,169$12.89M0.1%+7.8%1.533%
1/31/2025Global Retirement Partners LLC594$37K0.0%-72.6%0.004%
1/31/2025Truist Financial Corp448,601$28.04M0.0%-6.2%3.335%
1/30/2025 Stanich Group LLC4,118$257K0.2%N/A0.031%
1/30/2025Allworth Financial LP394$26K0.0%N/A0.003%
1/30/2025Strategic Financial Concepts LLC193,969$12.13M0.4%N/A1.442%
1/30/2025 Vicus Capital6,000$375K0.0%-11.1%0.045%
1/29/2025Consolidated Planning Corp177,105$11.07M1.5%+9.6%1.317%
1/29/2025Savant Capital LLC12,450$778K0.0%+3.8%0.093%
1/28/2025Golden State Wealth Management LLC1,050$66K0.0%N/A0.008%
1/28/2025Strategic Financial Concepts LLC193,969$12.13M0.0%N/A1.442%
1/27/2025GHP Investment Advisors Inc.42,653$2.67M0.1%-2.7%0.317%
1/27/2025Sargent Investment Group LLC7,805$485K0.1%+36.8%0.058%
1/27/2025Mather Group LLC.28,224$1.76M0.0%+12.7%0.210%
1/24/2025S.A. Mason LLC6,079$380K0.2%-14.1%0.045%
1/24/2025 CENTRAL TRUST Co25,969$1.62M0.0%+17.1%0.193%
1/24/2025Great Point Wealth Advisors LLC61,096$3.82M0.8%-7.3%0.454%
1/24/2025DAVENPORT & Co LLC549,408$34.34M0.2%+6.4%4.085%
1/23/2025Oxler Private Wealth LLC11,266$704K0.2%-14.6%0.084%
1/22/2025 Cathy Pareto & Associates Inc.10,827$677K0.6%N/A0.080%
1/21/2025Flagship Harbor Advisors LLC27,086$1.69M0.1%-1.1%0.201%
1/21/2025 Cornerstone 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%
1/15/2025Lauer Wealth LLC75,480$4.72M3.1%+3.0%0.561%
1/15/2025Tallon Kerry Patrick3,750$233K0.2%N/A0.028%
1/14/2025 Breakwater Capital Group81,113$5.07M1.0%+1.5%0.603%
1/13/2025PSI Advisors LLC8,065$504K0.1%-2.7%0.060%
1/13/2025Envision 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%
11/12/2024 Investors Research Corp6,978$435K0.1%-31.2%0.052%
Trump’s Top Secret $9 Trillion AI Superweapon (Ad)

Jeff Brown spotted Nvidia at $1. Now he’s revealing a new AI superweapon — and the Musk-connected stocks that could benefit.

Nvidia’s early days made millionaires. This AI play might too.
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%
10/25/2024 Better 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%
10/23/2024 CENTRAL TRUST Co22,186$1.38M0.0%+2.6%0.165%
10/22/2024Private Advisor Group LLC191,184$11.92M0.1%+6.1%1.421%
(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, 131 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Fund. The most heavily invested institutionals were UBS Group AG ($64.68M), LPL Financial LLC ($50.27M), DAVENPORT & Co LLC ($34.34M), Bank of America Corp DE ($30.74M), Truist Financial Corp ($28.04M), Freedom Investment Management Inc. ($19.48M), 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 95 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 ($696.05K), UBS Group AG ($391.63K), Strategic Financial Concepts LLC ($387.94K), Freedom Investment Management Inc. ($362.50K), Raymond James Financial Inc. ($263.79K), Win Advisors Inc. ($227.81K), and Private Advisor Group LLC ($206.17K).

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

Institutional investors have bought a total of 4,233,834 shares in the last 24 months. This purchase volume represents approximately $246.40M in transactions.

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

Of the 72 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: Truist Financial Corp ($185.95K), Raymond James Financial Services Advisors Inc. ($165.27K), Bank of America Corp DE ($113.01K), Cetera Investment Advisers ($107.38K), 3D L Capital Management LLC ($89.58K), Cambridge Investment Research Advisors Inc. ($88.47K), and Envestnet Asset Management Inc. ($74.51K).

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

Institutional investors have sold a total of 1,342,554 shares in the last 24 months. This volume of shares sold represents approximately $75.23M in transactions.


Related Companies

This page (NYSEARCA:EZM) was last updated on 4/20/2025 by MarketBeat.com Staff
From Our Partners
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Claim Your FREE Protection Guide
In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...
American Alternative | Sponsored
Elon Reveals Why There Soon Won’t Be Any Money For Social Security
Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a te...
Colonial Metals | Sponsored
My prediction is coming true
We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by usi...
InvestorPlace | Sponsored
Musk’s AI Masterplan – Our #1 AI Stock to Buy Now
Did Elon Musk just set the stage for the next AI stock explosion? One 30-year Wall Street veteran thinks so...
Behind the Markets | Sponsored
Trump Orders 'National Digital Asset Stockpile'
‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more traction
Crypto 101 Media | Sponsored
The first casualty of the 2025 trade war
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Read before the next tariff announcement
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored