Wisdomtree US Midcap FundEZMETF
13F holders, Q2 2024 (June 30)145holders −6
10new positions
15sold out
2famous investors
$57.83avg. 13F price*
At the end of Q2 2024, 145 institutions reported holding Wisdomtree US Midcap Fund (EZM) in their 13F filings, down 6 from Q1 2024. 10 opened new positions and 15 sold out. The largest holders were UBS Group AG ($52.1M), Bank of America Corp. ($34.6M) and Truist Financial Corp. ($28.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.8M |
| Exits | 15 | $7.1M |
All 13F filers, Q1 2024 → Q2 2024: 156,955 shares bought and 635,833 shares sold, net −478,878 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| UBS Group AG | 0.02% | Reduce -17.6% | 902,002 | $52.1M |
| Bank of America Corp. | 0.00% | Reduce -0.0% | 598,227 | $34.6M |
| Truist Financial Corp. | 0.04% | Reduce -4.8% | 498,090 | $28.8M |
| DAVENPORT & Co LLC | 0.18% | Add +4.1% | 491,699 | $28.4M |
| Morgan Stanley | 0.00% | Add +1.1% | 458,703 | $26.5M |
| Freedom Investment Management, Inc. | 1.61% | Add +1.1% | 341,030 | $19.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.2% | 292,152 | $16.9M |
| Baird Financial Group, Inc. | 0.03% | Add +3.6% | 278,937 | $16.1M |
| Ieq Capital, LLC | 0.16% | Add +6.2% | 205,093 | $11.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.5% | 182,011 | $10.5M |
| Private Advisor Group, LLC | 0.07% | Add +6.6% | 180,273 | $10.4M |
| Clearwater Capital Advisors, LLC | 0.94% | Reduce -0.2% | 153,959 | $8.9M |
| CPC Advisors, LLC | 1.46% | Add +1.9% | 152,694 | $8.8M |
| Wells Fargo & Company | 0.00% | Reduce -0.4% | 131,179 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.5% | 128,989 | $7.5M |
| LPL Financial LLC | 0.00% | Reduce -22.6% | 119,857 | $6.9M |
| Royal Bank of Canada | 0.00% | Reduce -39.0% | 103,408 | $6.0M |
| Cetera Investment Advisers | 0.01% | Reduce -46.0% | 102,767 | $5.9M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +1.2% | 101,833 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.0% | 81,542 | $4.7M |
| Synovus Financial Corp. | 0.06% | Add +9.6% | 78,989 | $4.6M |
| Equitable Holdings, Inc. | 0.05% | Add +2.2% | 77,473 | $4.5M |
| Lauer Wealth, LLC | 3.43% | Reduce -3.4% | 73,378 | $4.3M |
| Breakwater Capital Group | 0.96% | Add +4.5% | 73,162 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -7.6% | 71,725 | $4.1M |
| Great Point Wealth Advisors, LLC | 0.90% | Reduce -5.8% | 67,747 | $3.9M |
| First Western Trust Bank | 0.17% | No change | 61,904 | $3.6M |
| Theory Financial LLC | 1.48% | Reduce -20.4% | 54,317 | $3.1M |
| Mather Group, Llc. | 0.03% | Reduce -2.8% | 46,297 | $2.8M |
| Culbertson A N & Co. Inc. | 0.47% | No change | 46,180 | $2.7M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -1.9% | 43,870 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.8% | 41,607 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.2% | 37,863 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.7% | 36,772 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 35,736 | $2.1M |
| NewSquare Capital LLC | 0.17% | Add +2.3% | 35,035 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.1% | 33,323 | $1.9M |
| Northeast Financial Consultants Inc | 0.09% | Reduce -3.6% | 32,505 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +184.9% | 30,577 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.10% | Reduce -3.1% | 27,436 | $1.6M |
| Raymond James & Associates | 0.00% | Add +3.4% | 25,343 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.2% | 23,697 | $1.4M |
| Team Financial Group, LLC | 0.85% | Add +5.3% | 22,781 | $1.3M |
| L & S Advisors Inc | 0.17% | Add +0.6% | 22,246 | $1.3M |
| CENTRAL TRUST Co | 0.03% | Reduce -1.2% | 21,628 | $1.2M |
| Apella Capital, LLC | 0.05% | No change | 20,925 | $1.2M |
| RVW Wealth, LLC | 0.10% | Reduce -8.6% | 17,617 | $1.0M |
| Mason Investment Advisory Services, Inc. | 0.06% | Add +0.3% | 17,434 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | New | 16,641 | $962K |
| Western Wealth Management, LLC | 0.07% | Reduce -1.1% | 16,515 | $954K |
| Waverly Advisors, LLC | 0.02% | Reduce -1.4% | 16,159 | $934K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -15.5% | 16,107 | $931K |
| Cresset Asset Management, LLC | 0.00% | Add +100.0% | 13,950 | $806K |
| Oxler Private Wealth LLC | 0.29% | Reduce -4.7% | 13,645 | $789K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -0.2% | 12,790 | $739K |
| Sensible Money, LLC | 0.34% | Reduce -22.1% | 12,046 | $696K |
| Savant Capital, LLC | 0.01% | No change | 12,000 | $693K |
| Asset Dedication, LLC | 0.05% | Reduce -21.8% | 11,963 | $691K |
| Creative Planning | 0.00% | Reduce -0.2% | 11,305 | $653K |
| Pacific Sun Financial Corp | 0.38% | Reduce -1.1% | 11,200 | $647K |
| Aurora Private Wealth, Inc. | 0.55% | Reduce -10.7% | 10,787 | $623K |
| LBJ Family Wealth Advisors, Ltd. | 0.39% | Add +0.3% | 10,686 | $618K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.3% | 10,401 | $601K |
| Investors Research Corp | 0.14% | Reduce -55.5% | 10,149 | $587K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -5.7% | 9,963 | $576K |
| NewEdge Advisors, LLC | 0.00% | Add +9.5% | 9,465 | $547K |
| Avantax Advisory Services, Inc. | 0.00% | Add +152.8% | 9,300 | $537K |
| PSI Advisors, LLC | 0.15% | No change | 8,293 | $479K |
| CVA Family Office, LLC | 0.08% | Add +0.5% | 8,085 | $467K |
| Citadel Advisors | 0.00% | Reduce -68.2% | 7,941 | $459K |
| Centric Wealth Management | 0.13% | Add +0.3% | 7,211 | $446K |
| Stifel Financial Corp. | 0.00% | No change | 7,712 | $446K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.0% | 7,340 | $424K |
| Flow Traders U.S. LLC | 0.02% | Reduce -22.6% | 7,272 | $420K |
| Wealthspire Advisors, LLC | 0.01% | No change | 7,195 | $416K |
| S.A. Mason LLC | 0.23% | No change | 7,079 | $409K |
| Vicus Capital | 0.04% | Reduce -2.8% | 7,004 | $405K |
| Financial Insights, Inc. | 0.11% | No change | 6,936 | $401K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -25.5% | 6,427 | $371K |
| Unionview, LLC | 0.29% | Add +0.3% | 6,244 | $361K |
| MML Investors Services, LLC | 0.00% | Reduce -1.0% | 6,185 | $357K |
| Laurel Wealth Advisors LLC | 0.06% | Reduce -3.2% | 6,084 | $352K |
| Sargent Investment Group, LLC | 0.07% | No change | 5,705 | $330K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +10.9% | 5,625 | $325K |
| Raymond James Trust N.A. | 0.01% | No change | 5,578 | $322K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.5% | 5,133 | $297K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.0% | 4,907 | $284K |
| BlueChip Wealth Advisors LLC | 0.16% | Add +2.2% | 4,747 | $274K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 4,575 | $264K |
| Capital Management Corp. | 0.05% | Add +0.4% | 4,383 | $253K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 4,364 | $252K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 3,985 | $247K |
| D. E. Shaw & Co. | 0.00% | New | 4,191 | $242K |
| Howard Wealth Management, LLC | 0.19% | Add +4.5% | 4,150 | $240K |
| Comerica Bank | 0.00% | No change | 4,013 | $232K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -20.8% | 3,965 | $229K |
| HRT Financial LP | 0.00% | New | 3,925 | $226K |
| Captrust Financial Advisors | 0.00% | Add +1.0% | 3,900 | $225K |
| Mariner, LLC | 0.00% | New | 3,799 | $220K |
| Financial Counselors Inc. | 0.00% | No change | 3,683 | $213K |
"% of holder's portfolio" is EZM's weight in each manager's 13F, not the share of Wisdomtree US Midcap Fund the manager owns.