Wisdomtree US Midcap FundEZMETF
13F holders, Q4 2024 (December 31)146holders +2
5new positions
10sold out
1famous investor
$62.51avg. 13F price*
At the end of Q4 2024, 146 institutions reported holding Wisdomtree US Midcap Fund (EZM) in their 13F filings, up 2 from Q3 2024. 5 opened new positions and 10 sold out. The largest holders were UBS Group AG ($50.4M), LPL Financial LLC ($50.3M) and DAVENPORT & Co LLC ($34.3M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.0M |
| Exits | 10 | $5.3M |
All 13F filers, Q3 2024 → Q4 2024: 929,751 shares bought and 443,236 shares sold, net +486,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| UBS Group AG | 0.01% | Reduce -10.2% | 806,549 | $50.4M |
| LPL Financial LLC | 0.02% | Add +536.6% | 804,153 | $50.3M |
| DAVENPORT & Co LLC | 0.20% | Add +6.4% | 549,408 | $34.3M |
| Morgan Stanley | 0.00% | Add +5.5% | 501,893 | $31.4M |
| Bank of America Corp. | 0.00% | Reduce -18.7% | 491,722 | $30.7M |
| Truist Financial Corp. | 0.04% | Reduce -6.2% | 448,601 | $28.0M |
| Freedom Investment Management, Inc. | 1.62% | Reduce -5.5% | 311,552 | $19.5M |
| Baird Financial Group, Inc. | 0.03% | Add +3.5% | 292,225 | $18.3M |
| Private Advisor Group, LLC | 0.07% | Add +7.8% | 206,169 | $12.9M |
| Ieq Capital, LLC | 0.12% | No change | 205,093 | $12.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.8% | 177,751 | $11.1M |
| CPC Advisors, LLC | 1.51% | Add +9.6% | 177,105 | $11.1M |
| Clearwater Capital Advisors, LLC | 1.02% | Add +5.3% | 166,709 | $10.4M |
| JPMorgan Chase & Co. | 0.00% | Add +28.1% | 153,407 | $9.6M |
| Raymond James Financial Inc. | 0.00% | — | 131,897 | $8.2M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 131,017 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 117,758 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.5% | 107,429 | $6.7M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +0.9% | 102,023 | $6.4M |
| Lionshead Wealth Management, LLC | 4.06% | — | 89,899 | $5.6M |
| World Investment Advisors | 0.15% | Reduce -0.3% | 87,478 | $5.5M |
| Equitable Holdings, Inc. | 0.05% | Add +5.4% | 83,692 | $5.2M |
| Synovus Financial Corp. | 0.07% | Reduce -1.4% | 83,667 | $5.2M |
| Breakwater Capital Group | 1.01% | Add +1.6% | 81,113 | $5.1M |
| Lauer Wealth, LLC | 3.16% | Add +3.0% | 75,480 | $4.7M |
| Cetera Investment Advisers | 0.01% | Reduce -20.8% | 75,193 | $4.7M |
| First Western Trust Bank | 0.18% | No change | 61,904 | $3.9M |
| Great Point Wealth Advisors, LLC | 0.83% | Reduce -7.3% | 61,096 | $3.8M |
| Davidson Kahn Capital Management, LLC | 3.30% | — | 56,897 | $3.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +38.1% | 54,228 | $3.4M |
| Theory Financial LLC | 1.37% | Reduce -1.3% | 52,434 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.5% | 51,070 | $3.2M |
| Culbertson A N & Co. Inc. | 0.46% | Reduce -0.1% | 46,387 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | New | 45,652 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +16.5% | 44,855 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -12.2% | 43,023 | $2.7M |
| GHP Investment Advisors, Inc. | 0.12% | Reduce -2.7% | 42,653 | $2.7M |
| Crux Wealth Advisors | 1.46% | — | 42,087 | $2.6M |
| NewSquare Capital LLC | 0.18% | Add +2.3% | 35,868 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +5.7% | 32,839 | $2.1M |
| Northeast Financial Consultants Inc | 0.09% | No change | 32,505 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.3% | 29,496 | $1.8M |
| Mather Group, Llc. | 0.02% | Add +12.7% | 28,224 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -1.1% | 27,086 | $1.7M |
| CENTRAL TRUST Co | 0.04% | Add +17.1% | 25,969 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.3% | 22,472 | $1.4M |
| Apella Capital, LLC | 0.05% | No change | 20,925 | $1.3M |
| L & S Advisors Inc | 0.15% | Reduce -11.4% | 19,926 | $1.2M |
| 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% | Reduce -1.2% | 16,414 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.1% | 16,133 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Reduce -1.2% | 15,338 | $959K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -8.4% | 14,651 | $916K |
| Envision Financial LLC | 0.68% | — | 13,645 | $853K |
| Wealthspire Advisors, LLC | 0.01% | Add +91.7% | 13,194 | $825K |
| Team Financial Group, LLC | 0.46% | Reduce -29.3% | 12,899 | $806K |
| Institute for Wealth Management, LLC. | 0.10% | No change | 12,790 | $800K |
| Savant Capital, LLC | 0.01% | Add +3.8% | 12,450 | $778K |
| Sensible Money, LLC | 0.33% | No change | 12,046 | $753K |
| Avantax Advisory Services, Inc. | 0.00% | Add +27.3% | 11,998 | $750K |
| Asset Dedication, LLC | 0.06% | No change | 11,963 | $748K |
| Oxler Private Wealth LLC | 0.23% | Reduce -14.6% | 11,266 | $704K |
| Pacific Sun Financial Corp | 0.38% | No change | 11,200 | $700K |
| Aurora Private Wealth, Inc. | 0.51% | Add +0.3% | 10,855 | $679K |
| Cathy Pareto & Associates, Inc. | 0.62% | — | 10,827 | $677K |
| LBJ Family Wealth Advisors, Ltd. | 0.40% | Add +0.3% | 10,736 | $671K |
| Creative Planning | 0.00% | Reduce -5.4% | 10,694 | $668K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +0.0% | 9,967 | $623K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.5% | 9,500 | $594K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.5% | 8,928 | $558K |
| PSI Advisors, LLC | 0.15% | Reduce -2.8% | 8,065 | $504K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.8% | 7,943 | $497K |
| Stifel Financial Corp. | 0.00% | Add +2.8% | 7,827 | $489K |
| Sargent Investment Group, LLC | 0.08% | Add +36.8% | 7,805 | $485K |
| Centric Wealth Management | 0.12% | Add +0.3% | 7,250 | $453K |
| CVA Family Office, LLC | 0.07% | Add +0.0% | 7,236 | $452K |
| Cresset Asset Management, LLC | 0.00% | Reduce -50.0% | 6,975 | $436K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +7.8% | 6,927 | $433K |
| Investors Research Corp | 0.09% | Reduce -2.0% | 6,837 | $427K |
| MML Investors Services, LLC | 0.00% | Reduce -0.5% | 6,353 | $397K |
| Unified Investment Management | 0.45% | — | 6,318 | $395K |
| Unionview, LLC | 0.29% | Add +0.3% | 6,283 | $393K |
| Financial Insights, Inc. | 0.15% | Reduce -11.9% | 6,111 | $382K |
| S.A. Mason LLC | 0.20% | Reduce -14.1% | 6,079 | $380K |
| Vicus Capital | 0.03% | Reduce -11.1% | 6,000 | $375K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.2% | 5,851 | $366K |
| Note Advisors, LLC | 0.32% | — | 5,718 | $357K |
| Blair William & Co. | 0.00% | Add +599.4% | 5,350 | $334K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 5,049 | $316K |
| Medallion Wealth Advisors, LLC | 0.16% | — | 5,096 | $314K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -4.0% | 4,689 | $293K |
| Capital Management Corp. | 0.05% | Add +4.6% | 4,586 | $287K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 4,575 | $286K |
| Howard Wealth Management, LLC | 0.15% | No change | 4,455 | $278K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 4,364 | $273K |
| D. E. Shaw & Co. | 0.00% | No change | 4,191 | $262K |
| Stanich Group LLC | 0.19% | — | 4,118 | $257K |
| Jane Street Group, LLC | 0.00% | Reduce -84.2% | 4,062 | $254K |
| Mariner, LLC | 0.00% | Reduce -0.3% | 3,789 | $237K |
| Post Resch Tallon Group Inc. | 0.23% | — | 3,750 | $233K |
| Comerica Bank | 0.00% | Add +0.1% | 3,695 | $231K |
| Financial Counselors Inc. | 0.00% | No change | 3,683 | $230K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,500 | $219K |
| Kaydan Wealth Management, Inc. | 0.07% | No change | 3,450 | $216K |
| Astoria Portfolio Advisors LLC. | 0.08% | No change | 3,377 | $214K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 3,410 | $213K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.3% | 3,310 | $207K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 3,291 | $206K |
| Captrust Financial Advisors | 0.00% | No change | 3,230 | $202K |
| Montag A & Associates Inc. | 0.01% | Add +0.3% | 3,209 | $201K |
| Cwm, LLC | 0.00% | Add +462.0% | 2,866 | $179K |
| FMR LLC | 0.00% | Reduce -56.1% | 2,610 | $163K |
| Ancora Advisors LLC | 0.00% | Add +6.2% | 2,560 | $160K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 2,370 | $148K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,403 | $88K |
| US Bancorp \de | 0.00% | No change | 1,250 | $78K |
| Assetmark, Inc. | 0.00% | New | 1,241 | $78K |
| Horizons Wealth Management | 0.06% | No change | 1,233 | $77K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,232 | $77K |
| Financial Freedom, LLC | 0.04% | Add +0.1% | 1,067 | $67K |
| Golden State Wealth Management, LLC | 0.01% | — | 1,050 | $66K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 900 | $56K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -6.5% | 785 | $49K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 750 | $47K |
| NFSG Corp | 0.01% | No change | 632 | $40K |
| Global Retirement Partners, LLC | 0.00% | Reduce -72.6% | 594 | $37K |
| Oakworth Capital, Inc. | 0.00% | No change | 554 | $35K |
| Creative Financial Designs Inc. | 0.00% | No change | 547 | $34K |
| Northwest Capital Management Inc | 0.01% | No change | 510 | $32K |
| Continuum Advisory, LLC | 0.00% | No change | 455 | $28K |
| AE Wealth Management LLC | 0.00% | New | 427 | $27K |
| Allworth Financial LP | 0.00% | New | 394 | $26K |
| Trust Co. of Vermont | 0.00% | No change | 400 | $25K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 346 | $22K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 332 | $21K |
| Bristlecone Advisors, LLC | 0.00% | No change | 330 | $21K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 306 | $19K |
| Jones Financial Companies LLLP | 0.00% | New | 257 | $16K |
| EPG Wealth Management LLC | 0.00% | No change | 169 | $11K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 159 | $10K |
| Tucker Asset Management LLC | 0.00% | No change | 115 | $7K |
| BlackRock, Inc. | 0.00% | No change | 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% | Reduce -79.1% | 9 | $559 |
"% of holder's portfolio" is EZM's weight in each manager's 13F, not the share of Wisdomtree US Midcap Fund the manager owns.