WisdomTree U.S. MidCap Fund (EZM) Institutional Ownership $62.70 -1.31 (-2.05%) As of 02/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for WisdomTree U.S. MidCap Fund (NYSEARCA:EZM)Number ofInstitutional Buyers(last 12 months)64TotalInstitutional Inflows(last 12 months)$145.89MNumber ofInstitutional Sellers(last 12 months)48TotalInstitutional Outflows(last 12 months)$35.21M 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. Email Address 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 ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/18/2025 Note Advisors LLC5,718$357K0.3%N/A0.043% 2/17/2025 Waverly Advisors LLC15,338$959K0.0%-1.2%0.114% 2/17/2025 Lionshead Wealth Management LLC89,899$5.62M4.1%N/A0.668% 2/17/2025 Cresset Asset Management LLC6,975$436K0.0%-50.0%0.052% 2/17/2025 Cetera Investment Advisers75,193$4.70M0.0%-20.8%0.559% 2/17/2025 Baird Financial Group Inc.292,225$18.27M0.0%+3.5%2.173% 2/17/2025 Bank of America Corp DE491,722$30.74M0.0%-18.7%3.656% 2/17/2025 Ameriprise 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% 2/14/2025 Jane Street Group LLC4,062$254K0.0%-84.2%0.030% Get the Latest News and Ratings for EZM and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree U.S. MidCap Fund and its competitors with MarketBeat's FREE daily newsletter. 2/14/2025 Beacon Pointe Advisors LLC6,927$433K0.0%+7.8%0.052% 2/14/2025 Price T Rowe Associates Inc. MD14,651$916K0.0%-8.4%0.109% 2/14/2025 Stifel Financial Corp7,827$489K0.0%+2.8%0.058% 2/14/2025 Freedom Investment Management Inc.311,552$19.48M1.6%-5.5%2.316% 2/13/2025 NewEdge Advisors LLC7,943$497K0.0%-2.8%0.059% 2/13/2025 Synovus Financial Corp83,667$5.23M0.1%-1.4%0.622% 2/13/2025 Crux Wealth Advisors42,087$2.63M1.5%N/A0.313% 2/13/2025 Rockefeller Capital Management L.P.16,133$1.01M0.0%-9.1%0.120% 2/13/2025 Raymond James Financial Inc.131,897$8.25M0.0%N/A0.981% 2/13/2025 Envestnet Asset Management Inc.117,758$7.36M0.0%-3.7%0.876% 2/13/2025 Wells Fargo & Company MN131,017$8.19M0.0%-0.7%0.974% 2/12/2025 World Investment Advisors87,478$5.47M0.1%-0.3%0.650% 2/12/2025 L & S Advisors Inc19,926$1.25M0.1%-11.4%0.148% 2/12/2025 Blair William & Co. IL5,350$334K0.0%+599.3%0.040% 2/12/2025 JPMorgan Chase & Co.153,407$9.59M0.0%+28.1%1.141% 2/11/2025 LPL Financial LLC804,153$50.27M0.0%+536.6%5.979% 2/10/2025 Clearwater Capital Advisors LLC166,709$10.42M1.0%+5.2%1.239% 2/10/2025 Envestnet Portfolio Solutions Inc.5,851$366K0.0%+9.2%0.044% 2/10/2025 Commonwealth Equity Services LLC54,228$3.39M0.0%+38.1%0.403% 2/10/2025 Avantax Advisory Services Inc.11,998$750K0.0%+27.3%0.089% 2/7/2025 HighTower Advisors LLC177,751$11.11M0.0%-0.8%1.322% 2/7/2025 Capital Management Corp VA4,586$287K0.1%+4.6%0.034% 2/6/2025 Raymond James Financial Inc.131,897$8.25M0.0%N/A0.981% 2/6/2025 Assetmark Inc.1,241$78K0.0%N/A0.009% 2/6/2025 NewSquare Capital LLC35,868$2.24M0.2%+2.3%0.267% 2/6/2025 Steward Partners Investment Advisory LLC102,023$6.38M0.1%+0.9%0.759% 2/6/2025 Unified Investment Management6,318$395K0.4%N/A0.047% 2/4/2025 Bank of New York Mellon Corp45,652$2.85M0.0%N/A0.339% 2/4/2025 Theory Financial LLC52,434$3.28M1.4%-1.3%0.390% 2/4/2025 Wealthspire Advisors LLC13,194$825K0.0%+91.7%0.098% Collect $7k per month from Tesla’s SECRET dividend (Ad)There's a little-known secret about Tesla that even seasoned investors don't know. Despite not paying a traditional dividend, there's a way to collect up to $7,013 per month from Tesla… starting as early as next month. This backdoor strategy is changing the game for smart investors. Want to see how it works?Click here to uncover Tesla's hidden income secret.2/3/2025 Private Advisor Group LLC206,169$12.89M0.1%+7.8%1.533% 1/31/2025 Global Retirement Partners LLC594$37K0.0%-72.6%0.004% 1/31/2025 Truist Financial Corp448,601$28.04M0.0%-6.2%3.335% 1/30/2025 Stanich Group LLC4,118$257K0.2%N/A0.031% 1/30/2025 Allworth Financial LP394$26K0.0%N/A0.003% 1/30/2025 Strategic Financial Concepts LLC193,969$12.13M0.4%N/A1.442% 1/30/2025 Vicus Capital6,000$375K0.0%-11.1%0.045% 1/29/2025 Consolidated Planning Corp177,105$11.07M1.5%+9.6%1.317% 1/29/2025 Savant Capital LLC12,450$778K0.0%+3.8%0.093% 1/28/2025 Golden State Wealth Management LLC1,050$66K0.0%N/A0.008% 1/28/2025 Strategic Financial Concepts LLC193,969$12.13M0.0%N/A1.442% 1/27/2025 GHP Investment Advisors Inc.42,653$2.67M0.1%-2.7%0.317% 1/27/2025 Sargent Investment Group LLC7,805$485K0.1%+36.8%0.058% 1/27/2025 Mather Group LLC.28,224$1.76M0.0%+12.7%0.210% 1/24/2025 S.A. Mason LLC6,079$380K0.2%-14.1%0.045% 1/24/2025 CENTRAL TRUST Co25,969$1.62M0.0%+17.1%0.193% 1/24/2025 Great Point Wealth Advisors LLC61,096$3.82M0.8%-7.3%0.454% 1/24/2025 DAVENPORT & Co LLC549,408$34.34M0.2%+6.4%4.085% 1/23/2025 Oxler Private Wealth LLC11,266$704K0.2%-14.6%0.084% 1/22/2025 Cathy Pareto & Associates Inc.10,827$677K0.6%N/A0.080% 1/21/2025 Flagship 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% 1/21/2025 Team 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% 12/26/2024 JPMorgan Chase & Co.119,779$7.47M0.0%+46.9%0.891% 11/25/2024 Synovus Financial Corp84,874$5.29M0.1%+7.5%0.631% 11/25/2024 World Investment Advisors LLC87,703$5.47M0.1%N/A0.652% 11/15/2024 MML Investors Services LLC6,387$398K0.0%+3.3%0.047% 11/15/2024 Jane Street Group LLC25,749$1.61M0.0%-15.8%0.191% 11/15/2024 HighTower Advisors LLC179,143$11.17M0.0%-1.6%1.332% 11/14/2024 Captrust Financial Advisors3,230$201K0.0%-17.2%0.024% 11/14/2024 Rockefeller Capital Management L.P.17,756$1.11M0.0%+6.7%0.132% 11/13/2024 Freedom Investment Management Inc.329,534$20.54M1.6%-3.4%2.450% 11/13/2024 FMR LLC5,951$371K0.0%+118.2%0.044% 11/12/2024 Investors Research Corp6,978$435K0.1%-31.2%0.052% 11/12/2024 L & S Advisors Inc22,495$1.40M0.1%+1.1%0.167% 11/7/2024 Theory Financial LLC53,102$3.27M1.2%-2.2%0.395% 10/31/2024 Consolidated 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% 10/24/2024 Hibernia Wealth Partners LLC11,078$691K0.2%N/A0.082% 10/24/2024 Wealth Enhancement Advisory Services LLC8,383$523K0.0%+14.2%0.062% 10/23/2024 Team 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% 10/22/2024 Private Advisor Group LLC191,184$11.92M0.1%+6.1%1.421% Collect $7k per month from Tesla’s SECRET dividend (Ad)There's a little-known secret about Tesla that even seasoned investors don't know. Despite not paying a traditional dividend, there's a way to collect up to $7,013 per month from Tesla… starting as early as next month. This backdoor strategy is changing the game for smart investors. Want to see how it works?Click here to uncover Tesla's hidden income secret.10/21/2024 Vicus 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% 10/11/2024 Oxler Private Wealth LLC13,186$822K0.3%-3.4%0.098% 10/10/2024 CVA Family Office LLC7,235$451K0.1%-10.5%0.054% 10/8/2024 Mather 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% 9/18/2024 Sensible Money LLC12,046$696K0.3%-22.1%0.090% 8/22/2024 Cetera Investment Advisers102,767$5.94M0.0%-46.0%0.764% (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, 134 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 99 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 4,238,730 shares in the last 24 months. This purchase volume represents approximately $246.35M in transactions. Which WisdomTree U.S. MidCap Fund major shareholders have been selling company stock? Of the 69 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 ($185.95K), 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 CENTRAL TRUST Co ($83.74K). How much institutional selling is happening at WisdomTree U.S. MidCap Fund? Institutional investors have sold a total of 1,691,747 shares in the last 24 months. This volume of shares sold represents approximately $92.58M in transactions. 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