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

WisdomTree U.S. MidCap Fund logo
$61.93
+0.24 (+0.39%)
(As of 12:15 PM ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. MidCap Fund (NYSEARCA:EZM)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$83.20M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$32.18M
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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
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%
10/21/2024 Vicus Capital6,750$421K0.0%-3.6%0.050%
10/21/2024 Northwest 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%
8/22/2024Cetera Investment Advisers102,767$5.94M0.0%-46.0%0.764%
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%
8/14/2024 Team 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%
8/8/2024 GHP 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%
8/6/2024 Asset Dedication LLC11,963$691K0.0%-21.8%0.089%
8/5/2024 Private Advisor Group LLC180,273$10.42M0.1%+6.6%1.340%
8/2/2024 Consolidated Planning Corp152,694$8.82M1.5%+1.9%1.135%
7/31/2024Commonwealth Equity Services LLC36,772$2.13M0.0%+5.7%0.273%
7/30/2024 Oxler 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%
7/26/2024 Cambridge 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%
7/23/2024 Vicus 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%
The centerpiece of Trump’s crypto’s masterplan … (Ad)

Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin conference in Nashville … Where he told an adoring crowd that the U.S. would become … “The crypto capital of the planet and the Bitcoin superpower of the world.”

Click here to find out more about what could be Trump and JD Vance’s favorite coin.
7/17/2024Aurora Private Wealth Inc.10,787$623K0.5%-10.7%0.080%
7/16/2024 Envestnet 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%
7/9/2024 Mather Group LLC.46,297$2.83M0.0%-2.8%0.344%
7/8/2024 RVW 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%
5/7/2024 Insight Advisors LLC PA3,316$202K0.0%-6.9%0.025%
5/6/2024 Envestnet Portfolio Solutions Inc.5,070$309K0.0%-9.0%0.038%
5/4/2024 DAVENPORT & Co LLC472,211$28.81M0.2%+10.4%3.511%
5/2/2024 Consolidated 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%
4/30/2024 Private 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%
4/25/2024 Cambridge 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%
4/24/2024 CENTRAL TRUST Co21,900$1.34M0.0%-9.6%0.163%
4/24/2024 Oxler 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%
4/17/2024 Vicus Capital7,206$440K0.0%-4.8%0.054%
4/15/2024 S.A. Mason LLC7,079$432K0.3%-12.4%0.053%
4/15/2024 Sound Income Strategies LLC545$33K0.0%-73.8%0.004%
4/12/2024 Kaydan Wealth Management Inc.3,450$211K0.1%N/A0.025%
4/12/2024 Northwest Investment Counselors LLC535$33K0.0%N/A0.004%
4/10/2024 CVA Family Office LLC8,042$491K0.1%-15.6%0.058%
4/9/2024 Mather Group LLC.47,647$2.73M0.0%-7.1%0.343%
4/8/2024 RVW 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%
2/23/2024 Chicago 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%
2/9/2024 Cambridge Investment Research Advisors Inc.78,691$4.52M0.0%-1.9%0.566%
2/9/2024 Oxler Private Wealth LLC14,631$840K0.7%-2.9%0.105%
2/9/2024Wells Fargo & Company MN126,006$7.23M0.0%+5.1%0.907%
2/9/2024UBS Group AG1,126,939$64.68M0.0%+11.9%8.107%
2/8/2024 Janney Montgomery Scott LLC40,732$2.34M0.0%+51.8%0.293%
2/7/2024Avantax Advisory Services Inc.3,706$213K0.0%-29.9%0.027%
2/7/2024Theory Financial LLC71,812$4.12M2.2%+2.4%0.517%
2/7/2024Ieq Capital LLC193,093$11.08M0.2%+1.7%1.389%
2/7/2024Dana Investment Advisors Inc.3,516$202K0.0%N/A0.025%
2/7/2024Clearwater Capital Advisors LLC153,474$8.81M1.0%+3.9%1.104%
2/6/2024 Private Advisor Group LLC148,027$8.50M0.1%+10.9%1.065%
2/5/2024 Mather Group LLC.51,312$2.95M0.0%-8.8%0.369%
The centerpiece of Trump’s crypto’s masterplan … (Ad)

Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin conference in Nashville … Where he told an adoring crowd that the U.S. would become … “The crypto capital of the planet and the Bitcoin superpower of the world.”

Click here to find out more about what could be Trump and JD Vance’s favorite coin.
2/5/2024Sargent Investment Group LLC5,860$336K0.1%-9.5%0.042%
2/5/2024Principle Wealth Partners LLC3,500$201K0.0%N/A0.025%
2/5/2024 Consolidated Planning Corp144,794$8.31M1.5%+5.6%1.042%
2/2/2024Truist Financial Corp536,560$30.79M0.0%-4.7%3.860%
2/1/2024NewSquare Capital LLC26,360$1.51M0.1%-17.6%0.190%
2/1/2024 Vicus Capital7,569$434K0.0%-21.4%0.054%
1/31/2024Western Wealth Management LLC16,447$944K0.1%N/A0.118%
1/29/2024 Lauer Wealth LLC90,537$5.16M4.7%+1.1%0.651%
1/26/2024Cerity Partners LLC5,098$293K0.0%N/A0.037%
1/26/2024Financial Counselors Inc.3,683$211K0.0%N/A0.026%
(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, 113 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. ($20.80M), 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 84 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 ($399.97K), 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 ($161.29K).

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

Institutional investors have bought a total of 3,084,892 shares in the last 24 months. This purchase volume represents approximately $162.86M in transactions.

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

Of the 62 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 1,684,508 shares in the last 24 months. This volume of shares sold represents approximately $88.27M in transactions.


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This page (NYSEARCA:EZM) was last updated on 11/4/2024 by MarketBeat.com Staff
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