Wisdomtree US Midcap FundEZMETF
13F holders, Q3 2024 (September 30)144holders −1
13new positions
14sold out
2famous investors
$62.33avg. 13F price*
At the end of Q3 2024, 144 institutions reported holding Wisdomtree US Midcap Fund (EZM) in their 13F filings, down 1 from Q2 2024. 13 opened new positions and 14 sold out. The largest holders were UBS Group AG ($56.0M), Bank of America Corp. ($37.7M) and DAVENPORT & Co LLC ($32.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $10.8M |
| Exits | 14 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 390,823 shares bought and 391,432 shares sold, net −609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| UBS Group AG | 0.02% | Reduce -0.4% | 898,452 | $56.0M |
| Bank of America Corp. | 0.00% | Add +1.1% | 604,734 | $37.7M |
| DAVENPORT & Co LLC | 0.19% | Add +5.0% | 516,188 | $32.2M |
| Truist Financial Corp. | 0.05% | Reduce -4.0% | 478,224 | $29.8M |
| Morgan Stanley | 0.00% | Add +3.7% | 475,743 | $29.7M |
| Freedom Investment Management, Inc. | 1.64% | Reduce -3.4% | 329,534 | $20.5M |
| Baird Financial Group, Inc. | 0.03% | Add +1.2% | 282,351 | $17.6M |
| Ieq Capital, LLC | 0.16% | No change | 205,093 | $12.8M |
| Private Advisor Group, LLC | 0.07% | Add +6.0% | 191,184 | $11.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.6% | 179,143 | $11.2M |
| CPC Advisors, LLC | 1.50% | Add +5.8% | 161,617 | $10.1M |
| Clearwater Capital Advisors, LLC | 0.96% | Add +2.9% | 158,394 | $9.9M |
| Wells Fargo & Company | 0.00% | Add +0.5% | 131,882 | $8.2M |
| LPL Financial LLC | 0.00% | Add +5.4% | 126,328 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.2% | 122,239 | $7.6M |
| JPMorgan Chase & Co. | 0.00% | Add +46.9% | 119,779 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +60.2% | 114,876 | $7.2M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -0.7% | 101,090 | $6.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -65.9% | 99,618 | $6.2M |
| Cetera Investment Advisers | 0.01% | Reduce -7.7% | 94,899 | $5.9M |
| World Investment Advisors | 0.17% | New | 87,703 | $5.5M |
| Synovus Financial Corp. | 0.06% | Add +7.5% | 84,874 | $5.3M |
| Breakwater Capital Group | 1.00% | Add +9.2% | 79,878 | $5.0M |
| Equitable Holdings, Inc. | 0.05% | Add +2.5% | 79,433 | $5.0M |
| Lauer Wealth, LLC | 3.53% | Reduce -0.1% | 73,297 | $4.5M |
| Great Point Wealth Advisors, LLC | 0.88% | Reduce -2.7% | 65,903 | $4.1M |
| First Western Trust Bank | 0.17% | No change | 61,904 | $3.9M |
| Theory Financial LLC | 1.44% | Reduce -2.2% | 53,102 | $3.3M |
| Royal Bank of Canada | 0.00% | Reduce -52.6% | 48,975 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | New | 48,868 | $3.0M |
| Culbertson A N & Co. Inc. | 0.47% | Add +0.6% | 46,437 | $2.9M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -0.1% | 43,839 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.8% | 39,257 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.5% | 38,498 | $2.4M |
| Citadel Advisors | 0.00% | Add +345.9% | 35,413 | $2.2M |
| NewSquare Capital LLC | 0.17% | Add +0.0% | 35,050 | $2.2M |
| Northeast Financial Consultants Inc | 0.09% | No change | 32,505 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.0% | 31,081 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.4% | 30,184 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.4% | 27,507 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -0.2% | 27,378 | $1.7M |
| Raymond James & Associates | 0.00% | Add +2.8% | 26,045 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -15.8% | 25,749 | $1.6M |
| Mather Group, Llc. | 0.02% | Reduce -45.9% | 25,036 | $1.6M |
| L & S Advisors Inc | 0.16% | Add +1.1% | 22,495 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Add +2.6% | 22,186 | $1.4M |
| Apella Capital, LLC | 0.05% | No change | 20,925 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.0% | 20,849 | $1.3M |
| Team Financial Group, LLC | 0.68% | Reduce -19.9% | 18,253 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.7% | 17,756 | $1.1M |
| RVW Wealth, LLC | 0.10% | No change | 17,617 | $1.1M |
| Mason Investment Advisory Services, Inc. | 0.06% | No change | 17,434 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Add +0.6% | 16,618 | $1.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.7% | 16,001 | $998K |
| Waverly Advisors, LLC | 0.02% | Reduce -4.0% | 15,521 | $968K |
| Cresset Asset Management, LLC | 0.00% | No change | 13,950 | $870K |
| Oxler Private Wealth LLC | 0.29% | Reduce -3.4% | 13,186 | $822K |
| Institute for Wealth Management, LLC. | 0.10% | No change | 12,790 | $797K |
| Sensible Money, LLC | 0.33% | No change | 12,046 | $751K |
| Savant Capital, LLC | 0.01% | No change | 12,000 | $748K |
| Asset Dedication, LLC | 0.05% | No change | 11,963 | $746K |
| Creative Planning | 0.00% | No change | 11,305 | $705K |
| Pacific Sun Financial Corp | 0.39% | No change | 11,200 | $698K |
| Hibernia Wealth Partners, LLC | 0.24% | New | 11,078 | $691K |
| Aurora Private Wealth, Inc. | 0.53% | Add +0.3% | 10,819 | $674K |
| LBJ Family Wealth Advisors, Ltd. | 0.40% | Add +0.2% | 10,709 | $668K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.2% | 10,379 | $647K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +0.0% | 9,965 | $621K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.3% | 9,425 | $588K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.2% | 8,383 | $523K |
| PSI Advisors, LLC | 0.15% | No change | 8,293 | $517K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.7% | 8,173 | $510K |
| Centric Wealth Management | 0.13% | Add +0.2% | 7,228 | $478K |
| Stifel Financial Corp. | 0.00% | Reduce -1.3% | 7,612 | $475K |
| CVA Family Office, LLC | 0.07% | Reduce -10.5% | 7,235 | $451K |
| S.A. Mason LLC | 0.23% | No change | 7,079 | $441K |
| Investors Research Corp | 0.10% | Reduce -31.2% | 6,978 | $435K |
| Financial Insights, Inc. | 0.14% | No change | 6,936 | $432K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -4.3% | 6,884 | $429K |
| Vicus Capital | 0.04% | Reduce -3.6% | 6,750 | $421K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 6,427 | $401K |
| MML Investors Services, LLC | 0.00% | Add +3.3% | 6,387 | $398K |
| Unionview, LLC | 0.30% | Add +0.3% | 6,262 | $390K |
| FMR LLC | 0.00% | Add +118.2% | 5,951 | $371K |
| Sargent Investment Group, LLC | 0.06% | No change | 5,705 | $356K |
| Raymond James Trust N.A. | 0.01% | No change | 5,578 | $348K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.8% | 5,357 | $334K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.6% | 5,049 | $315K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.5% | 4,883 | $304K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 4,575 | $285K |
| Howard Wealth Management, LLC | 0.16% | Add +7.3% | 4,455 | $278K |
| BlueChip Wealth Advisors LLC | 0.14% | Reduce -7.6% | 4,387 | $273K |
| Capital Management Corp. | 0.05% | No change | 4,383 | $273K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 4,364 | $272K |
| D. E. Shaw & Co. | 0.00% | No change | 4,191 | $261K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 3,996 | $248K |
| Mariner, LLC | 0.00% | No change | 3,799 | $237K |
| Comerica Bank | 0.00% | Reduce -8.0% | 3,691 | $230K |
| Financial Counselors Inc. | 0.00% | No change | 3,683 | $230K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,500 | $218K |
| Kaydan Wealth Management, Inc. | 0.06% | New | 3,450 | $215K |
| Dana Investment Advisors, Inc. | 0.01% | New | 3,410 | $213K |
| Tiaa Trust, National Association | 0.00% | New | 3,389 | $211K |
| Astoria Portfolio Advisors LLC. | 0.07% | New | 3,377 | $211K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 3,323 | $207K |
| Retirement Income Solutions, Inc. | 0.05% | New | 3,291 | $205K |
| Better Money Decisions, LLC | 0.14% | New | 3,231 | $201K |
| Captrust Financial Advisors | 0.00% | Reduce -17.2% | 3,230 | $201K |
| Montag A & Associates Inc. | 0.01% | Add +0.3% | 3,198 | $199K |
| Ancora Advisors LLC | 0.00% | No change | 2,410 | $150K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 2,370 | $148K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.2% | 2,168 | $135K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,403 | $87K |
| US Bancorp \de | 0.00% | No change | 1,250 | $78K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,232 | $77K |
| Horizons Wealth Management | 0.06% | No change | 1,233 | $77K |
| Financial Freedom, LLC | 0.04% | No change | 1,066 | $66K |
| NBT Bank, N.A. | 0.00% | New | 1,288 | $66K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 900 | $56K |
| Qube Research & Technologies Ltd | 0.00% | Add +203.3% | 840 | $52K |
| Blair William & Co. | 0.00% | No change | 765 | $48K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 750 | $47K |
| Clear Point Advisors Inc. | 0.03% | Add +0.3% | 657 | $41K |
| Citigroup Inc. | 0.00% | No change | 643 | $40K |
| NFSG Corp | 0.01% | No change | 632 | $39K |
| Oakworth Capital, Inc. | 0.00% | No change | 554 | $35K |
| Creative Financial Designs Inc. | 0.00% | No change | 547 | $34K |
| Northwest Investment Counselors, LLC | 0.01% | New | 538 | $34K |
| Cwm, LLC | 0.00% | No change | 510 | $32K |
| Northwest Capital Management Inc | 0.01% | No change | 510 | $32K |
| Continuum Advisory, LLC | 0.00% | No change | 455 | $30K |
| Trust Co. of Vermont | 0.00% | No change | 400 | $25K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.3% | 346 | $22K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 330 | $21K |
| Bristlecone Advisors, LLC | 0.00% | New | 330 | $21K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 306 | $19K |
| Lanark Financial, Inc. | 0.00% | Add +0.3% | 289 | $18K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 169 | $11K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 159 | $10K |
| Tucker Asset Management LLC | 0.00% | Add +0.9% | 115 | $7K |
| BlackRock, Inc. | 0.00% | — | 90 | $6K |
| Ransom Advisory, Ltd | 0.00% | No change | 68 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 43 | $3K |
"% of holder's portfolio" is EZM's weight in each manager's 13F, not the share of Wisdomtree US Midcap Fund the manager owns.