Wisdomtree US Midcap FundEZMETF
13F holders, Q1 2024 (March 31)151holders
1famous investor
$60.96avg. 13F price*
At the end of Q1 2024, 151 institutions reported holding Wisdomtree US Midcap Fund (EZM) in their 13F filings. The largest holders were UBS Group AG ($66.8M), Bank of America Corp. ($36.5M) and Truist Financial Corp. ($31.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US Midcap Fund
- CUSIP
- 97717W570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.0M |
| Exits | 8 | $923K |
Ownership 151 holders
| UBS Group AG | 0.02% | Reduce -2.9% | 1,094,727 | $66.8M |
| Bank of America Corp. | 0.00% | Reduce -16.8% | 598,272 | $36.5M |
| Truist Financial Corp. | 0.05% | Reduce -2.5% | 522,987 | $31.9M |
| DAVENPORT & Co LLC | 0.18% | Add +10.4% | 472,211 | $28.8M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 453,938 | $27.7M |
| Freedom Investment Management, Inc. | 1.65% | Reduce -6.9% | 337,488 | $20.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -29.6% | 291,593 | $17.8M |
| Baird Financial Group, Inc. | 0.03% | Add +0.6% | 269,108 | $16.4M |
| Ieq Capital, LLC | 0.17% | No change | 193,093 | $11.8M |
| Cetera Investment Advisers | 0.03% | Add +324.3% | 190,442 | $11.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -6.5% | 184,830 | $11.3M |
| Royal Bank of Canada | 0.00% | Add +41.7% | 169,504 | $10.3M |
| Private Advisor Group, LLC | 0.07% | Add +14.3% | 169,135 | $10.3M |
| LPL Financial LLC | 0.01% | Reduce -61.8% | 154,832 | $9.4M |
| Clearwater Capital Advisors, LLC | 1.00% | Add +0.5% | 154,295 | $9.4M |
| CPC Advisors, LLC | 1.56% | Add +3.5% | 149,868 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.1% | 135,113 | $8.2M |
| Wells Fargo & Company | 0.00% | Add +4.5% | 131,711 | $8.0M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +2337.7% | 100,628 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.3% | 77,661 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.3% | 76,961 | $4.7M |
| Equitable Holdings, Inc. | 0.05% | Reduce -18.1% | 75,829 | $4.6M |
| Lauer Wealth, LLC | 3.88% | Reduce -16.1% | 75,933 | $4.5M |
| Synovus Financial Corp. | 0.06% | Add +12.2% | 72,058 | $4.4M |
| Great Point Wealth Advisors, LLC | 1.02% | Reduce -54.3% | 71,946 | $4.4M |
| Breakwater Capital Group | 1.07% | Add +3.5% | 69,996 | $4.3M |
| Theory Financial LLC | 2.12% | Reduce -5.0% | 68,220 | $4.2M |
| First Western Trust Bank | 0.17% | No change | 61,904 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +15.9% | 47,225 | $2.9M |
| Culbertson A N & Co. Inc. | 0.49% | Reduce -3.0% | 46,180 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.3% | 45,745 | $2.8M |
| Mather Group, Llc. | 0.04% | Reduce -7.1% | 47,647 | $2.7M |
| GHP Investment Advisors, Inc. | 0.14% | Reduce -1.6% | 44,736 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +32.4% | 43,118 | $2.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.8% | 38,601 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 35,888 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 34,775 | $2.1M |
| NewSquare Capital LLC | 0.19% | Add +30.0% | 34,260 | $2.1M |
| CM Wealth Advisors LLC | 0.59% | New | 34,842 | $2.1M |
| Northeast Financial Consultants Inc | 0.10% | No change | 33,705 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -1.6% | 28,305 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -68.7% | 24,988 | $1.5M |
| Citadel Advisors | 0.00% | New | 24,980 | $1.5M |
| Raymond James & Associates | 0.00% | Add +1.1% | 24,522 | $1.5M |
| Investors Research Corp | 0.33% | Reduce -0.6% | 22,783 | $1.4M |
| L & S Advisors Inc | 0.17% | Add +0.9% | 22,106 | $1.3M |
| CENTRAL TRUST Co | 0.03% | Reduce -9.6% | 21,900 | $1.3M |
| Team Financial Group, LLC | 0.89% | Add +4.7% | 21,636 | $1.3M |
| Apella Capital, LLC | 0.06% | No change | 20,925 | $1.3M |
| RVW Wealth, LLC | 0.12% | Reduce -5.3% | 19,265 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.6% | 19,067 | $1.2M |
| Mason Investment Advisory Services, Inc. | 0.07% | Reduce -19.0% | 17,376 | $1.1M |
| Western Wealth Management, LLC | 0.08% | Add +1.6% | 16,703 | $1.0M |
| Waverly Advisors, LLC | 0.02% | New | 16,396 | $1.0M |
| Sensible Money, LLC | 0.51% | No change | 15,473 | $944K |
| Asset Dedication, LLC | 0.07% | No change | 15,293 | $933K |
| Oxler Private Wealth LLC | 0.34% | Reduce -2.1% | 14,319 | $874K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -6.5% | 12,819 | $782K |
| Savant Capital, LLC | 0.01% | No change | 12,000 | $732K |
| Aurora Private Wealth, Inc. | 0.63% | Add +0.3% | 12,080 | $732K |
| Hibernia Wealth Partners, LLC | 0.48% | Add +0.2% | 11,475 | $700K |
| Creative Planning | 0.00% | Add +71.9% | 11,330 | $691K |
| Pacific Sun Financial Corp | 0.40% | No change | 11,320 | $691K |
| Jane Street Group, LLC | 0.00% | New | 10,731 | $655K |
| LBJ Family Wealth Advisors, Ltd. | 0.41% | Add +0.2% | 10,659 | $650K |
| Per Stirling Capital Management, LLC. | 0.11% | Add +0.0% | 10,562 | $644K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.2% | 9,692 | $591K |
| Flow Traders U.S. LLC | 0.03% | Reduce -43.6% | 9,400 | $574K |
| NewEdge Advisors, LLC | 0.00% | Add +5660.7% | 8,641 | $527K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 8,627 | $526K |
| PSI Advisors, LLC | 0.18% | Reduce -2.9% | 8,293 | $506K |
| CVA Family Office, LLC | 0.09% | Reduce -15.6% | 8,042 | $491K |
| Stifel Financial Corp. | 0.00% | Add +7.3% | 7,712 | $471K |
| Vicus Capital | 0.04% | Reduce -4.8% | 7,206 | $440K |
| Wealthspire Advisors, LLC | 0.01% | No change | 7,195 | $439K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.5% | 7,123 | $435K |
| S.A. Mason LLC | 0.26% | Reduce -12.4% | 7,079 | $432K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,975 | $426K |
| Financial Insights, Inc. | 0.12% | No change | 6,936 | $423K |
| Centric Wealth Management | 0.13% | Add +0.3% | 7,191 | $412K |
| Laurel Wealth Advisors LLC | 0.07% | No change | 6,284 | $383K |
| MML Investors Services, LLC | 0.00% | Reduce -1.0% | 6,250 | $381K |
| Unionview, LLC | 0.31% | Add +0.3% | 6,223 | $380K |
| Sargent Investment Group, LLC | 0.08% | Reduce -2.6% | 5,705 | $348K |
| Raymond James Trust N.A. | 0.01% | No change | 5,578 | $340K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 5,156 | $315K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.0% | 5,070 | $309K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -11.3% | 5,009 | $306K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.0% | 4,905 | $299K |
| BlueChip Wealth Advisors LLC | 0.18% | No change | 4,644 | $283K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 4,575 | $279K |
| Capital Management Corp. | 0.05% | Reduce -0.2% | 4,365 | $266K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 4,364 | $266K |
| Comerica Bank | 0.00% | Add +0.7% | 4,013 | $245K |
| Howard Wealth Management, LLC | 0.20% | No change | 3,970 | $242K |
| Captrust Financial Advisors | 0.00% | Reduce -12.5% | 3,862 | $236K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 3,972 | $231K |
| Financial Counselors Inc. | 0.00% | No change | 3,683 | $225K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.7% | 3,679 | $225K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 3,516 | $215K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,500 | $214K |
| Kaydan Wealth Management, Inc. | 0.07% | New | 3,450 | $211K |
| Tiaa Trust, National Association | 0.00% | New | 3,389 | $207K |
| Bank of New York Mellon Corp | 0.00% | Reduce -86.7% | 3,383 | $206K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -6.9% | 3,316 | $202K |
| Retirement Income Solutions, Inc. | 0.05% | New | 3,291 | $201K |
| Montag A & Associates Inc. | 0.01% | Add +0.3% | 3,179 | $194K |
| Ancora Advisors LLC | 0.00% | Add +9.1% | 2,410 | $147K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -15.2% | 2,379 | $145K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 2,370 | $145K |
| FMR LLC | 0.00% | Reduce -5.0% | 2,352 | $144K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,525 | $93K |
| Franklin Resources Inc. | 0.00% | No change | 1,500 | $92K |
| US Bancorp \de | 0.00% | No change | 1,250 | $76K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,232 | $75K |
| Horizons Wealth Management | 0.05% | No change | 1,233 | $71K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 900 | $55K |
| Global Retirement Partners, LLC | 0.00% | No change | 895 | $55K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 880 | $54K |
| Blair William & Co. | 0.00% | No change | 765 | $47K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 750 | $46K |
| Realta Investment Advisors | 0.01% | New | 700 | $43K |
| Clear Point Advisors Inc. | 0.03% | Reduce -21.3% | 653 | $40K |
| Citigroup Inc. | 0.00% | No change | 643 | $39K |
| NFSG Corp | 0.02% | No change | 632 | $39K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 575 | $35K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 555 | $34K |
| Oakworth Capital, Inc. | 0.00% | No change | 554 | $34K |
| Creative Financial Designs Inc. | 0.00% | No change | 547 | $33K |
| Sound Income Strategies, LLC | 0.00% | No change | 545 | $33K |
| Northwest Investment Counselors, LLC | 0.01% | New | 535 | $33K |
| Northwest Capital Management Inc | 0.01% | No change | 510 | $31K |
| Cwm, LLC | 0.00% | No change | 510 | $31K |
| Continuum Advisory, LLC | 0.00% | New | 455 | $27K |
| Trust Co. of Vermont | 0.00% | No change | 400 | $24K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -12.6% | 394 | $24K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 328 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 306 | $19K |
| Lanark Financial, Inc. | 0.00% | No change | 288 | $17K |
| Colonial Trust Advisors | 0.00% | No change | 225 | $14K |
| Register Financial Advisors LLC | 0.01% | New | 200 | $12K |
| EPG Wealth Management LLC | 0.00% | Add +54.0% | 174 | $11K |
| Ruedi Wealth Management, Inc. | 0.00% | New | 159 | $10K |
| Spire Wealth Management | 0.00% | No change | 125 | $8K |
| Tucker Asset Management LLC | 0.00% | Add +0.9% | 114 | $7K |
| BlackRock Inc. | 0.00% | No change | 90 | $5K |
| Ransom Advisory, Ltd | 0.00% | — | 68 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $3K |
| Castleview Partners, LLC | 0.00% | No change | 43 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 24 | $1K |
| Assetmark, Inc. | 0.00% | New | 1 | $61 |
"% of holder's portfolio" is EZM's weight in each manager's 13F, not the share of Wisdomtree US Midcap Fund the manager owns.