Wisdomtree US Midcap FundEZMETF
13F holders, Q1 2025 (March 31)140holders −6
9new positions
13sold out
2famous investors
$59.57avg. 13F price*
At the end of Q1 2025, 140 institutions reported holding Wisdomtree US Midcap Fund (EZM) in their 13F filings, down 6 from Q4 2024. 9 opened new positions and 13 sold out. The largest holders were UBS Group AG ($37.4M), DAVENPORT & Co LLC ($35.5M) and Bank of America Corp. ($30.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $9.3M |
| Exits | 13 | $9.2M |
All 13F filers, Q4 2024 → Q1 2025: 360,548 shares bought and 1,240,927 shares sold, net −880,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| UBS Group AG | 0.01% | Reduce -22.2% | 627,826 | $37.4M |
| DAVENPORT & Co LLC | 0.21% | Add +8.5% | 596,134 | $35.5M |
| Bank of America Corp. | 0.00% | Add +4.8% | 515,523 | $30.7M |
| Morgan Stanley | 0.00% | Reduce -9.6% | 453,970 | $27.1M |
| Truist Financial Corp. | 0.04% | Reduce -3.2% | 434,382 | $25.9M |
| Freedom Investment Management, Inc. | 1.56% | Add +0.2% | 312,115 | $18.6M |
| Baird Financial Group, Inc. | 0.03% | Reduce -0.0% | 292,141 | $17.4M |
| Private Advisor Group, LLC | 0.07% | Add +0.8% | 207,854 | $12.4M |
| Ieq Capital, LLC | 0.10% | No change | 205,093 | $12.2M |
| LPL Financial LLC | 0.00% | Reduce -75.3% | 198,964 | $11.9M |
| CPC Advisors, LLC | 1.50% | Add +3.4% | 183,122 | $10.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.7% | 176,429 | $10.5M |
| Clearwater Capital Advisors, LLC | 0.99% | Add +3.0% | 171,741 | $10.2M |
| Raymond James Financial Inc. | 0.00% | Add +22.5% | 161,522 | $9.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 155,078 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +2.8% | 104,832 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.0% | 102,102 | $6.1M |
| Wells Fargo & Company | 0.00% | Reduce -25.2% | 97,953 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.5% | 92,397 | $5.5M |
| Provident Wealth Management, LLC | 1.88% | New | 91,457 | $5.5M |
| Synovus Financial Corp. | 0.07% | Add +6.7% | 89,272 | $5.3M |
| Breakwater Capital Group | 0.95% | Add +10.0% | 89,242 | $5.3M |
| Equitable Holdings, Inc. | 0.05% | Add +5.3% | 88,121 | $5.3M |
| Lauer Wealth, LLC | 3.47% | Add +3.4% | 78,026 | $4.5M |
| Theory Financial LLC | 1.71% | Add +29.5% | 67,911 | $4.0M |
| Davidson Kahn Capital Management, LLC | 3.08% | Add +17.6% | 66,886 | $4.0M |
| Cetera Investment Advisers | 0.01% | Reduce -12.3% | 65,948 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +25.4% | 64,051 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.0% | 61,287 | $3.7M |
| Great Point Wealth Advisors, LLC | 0.77% | Reduce -1.9% | 59,905 | $3.6M |
| Lionshead Wealth Management, LLC | 3.28% | Reduce -41.1% | 52,977 | $3.2M |
| Culbertson A N & Co. Inc. | 0.44% | Reduce -0.0% | 46,368 | $2.8M |
| Crux Wealth Advisors | 1.29% | Reduce -1.2% | 41,570 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 40,964 | $2.4M |
| GHP Investment Advisors, Inc. | 0.12% | Reduce -4.4% | 40,774 | $2.4M |
| NewSquare Capital LLC | 0.18% | Add +2.1% | 36,606 | $2.2M |
| Sylvest Advisors, LLC | 1.32% | New | 35,444 | $2.1M |
| Northeast Financial Consultants Inc | 0.09% | No change | 32,505 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.9% | 31,217 | $1.9M |
| CENTRAL TRUST Co | 0.04% | Add +9.7% | 28,478 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +0.1% | 27,099 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.2% | 26,186 | $1.6M |
| Mather Group, Llc. | 0.02% | Reduce -8.7% | 25,784 | $1.5M |
| L & S Advisors Inc | 0.18% | Add +8.3% | 21,579 | $1.3M |
| Apella Capital, LLC | 0.04% | No change | 20,925 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -57.7% | 18,973 | $1.1M |
| RVW Wealth, LLC | 0.10% | Reduce -0.3% | 17,558 | $1.0M |
| Mason Investment Advisory Services, Inc. | 0.06% | No change | 17,434 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +43.5% | 17,211 | $1.0M |
| World Investment Advisors | 0.03% | Reduce -81.1% | 16,522 | $985K |
| Western Wealth Management, LLC | 0.06% | Reduce -0.6% | 16,318 | $973K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.5% | 16,217 | $967K |
| Waverly Advisors, LLC | 0.01% | Reduce -3.2% | 14,851 | $885K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,651 | $874K |
| Institute for Wealth Management, LLC. | 0.10% | No change | 12,790 | $762K |
| Envision Financial LLC | 0.56% | Reduce -9.3% | 12,382 | $738K |
| Sensible Money, LLC | 0.31% | No change | 12,046 | $718K |
| Savant Capital, LLC | 0.01% | Reduce -3.6% | 12,000 | $715K |
| Asset Dedication, LLC | 0.06% | No change | 11,963 | $713K |
| Oxler Private Wealth LLC | 0.24% | Add +0.3% | 11,299 | $673K |
| Pacific Sun Financial Corp | 0.37% | Reduce -2.2% | 10,955 | $653K |
| Aurora Private Wealth, Inc. | 0.52% | Add +0.3% | 10,889 | $649K |
| LBJ Family Wealth Advisors, Ltd. | 0.41% | Add +0.2% | 10,761 | $641K |
| Citadel Advisors | 0.00% | New | 10,186 | $607K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +0.0% | 9,969 | $594K |
| Cathy Pareto & Associates, Inc. | 0.52% | Reduce -9.7% | 9,781 | $583K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.8% | 9,761 | $582K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.1% | 9,473 | $565K |
| Jane Street Group, LLC | 0.00% | Add +112.6% | 8,634 | $515K |
| Creative Planning | 0.00% | Reduce -19.3% | 8,632 | $514K |
| Team Financial Group, LLC | 0.29% | Reduce -34.9% | 8,400 | $501K |
| Belpointe Asset Management LLC | 0.03% | New | 8,258 | $492K |
| Sargent Investment Group, LLC | 0.07% | No change | 7,805 | $465K |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 7,742 | $461K |
| PSI Advisors, LLC | 0.15% | Reduce -4.8% | 7,675 | $457K |
| CVA Family Office, LLC | 0.07% | Add +0.4% | 7,268 | $433K |
| Centric Wealth Management | 0.11% | Add +0.2% | 7,267 | $433K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.9% | 7,076 | $422K |
| Blair William & Co. | 0.00% | Add +30.5% | 6,982 | $416K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,975 | $416K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 6,927 | $413K |
| Investors Research Corp | 0.09% | Reduce -1.2% | 6,753 | $402K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -48.9% | 6,739 | $402K |
| S.A. Mason LLC | 0.19% | No change | 6,079 | $362K |
| Vicus Capital | 0.03% | Reduce -2.9% | 5,827 | $347K |
| Note Advisors, LLC | 0.28% | No change | 5,718 | $341K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 5,049 | $301K |
| Medallion Wealth Advisors, LLC | 0.13% | Reduce -2.4% | 4,972 | $297K |
| MML Investors Services, LLC | 0.00% | Reduce -24.0% | 4,829 | $288K |
| Capital Management Corp. | 0.05% | Add +0.0% | 4,588 | $273K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 4,575 | $273K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -2.5% | 4,572 | $272K |
| Howard Wealth Management, LLC | 0.15% | No change | 4,455 | $266K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -3.6% | 4,208 | $251K |
| D. E. Shaw & Co. | 0.00% | No change | 4,191 | $250K |
| Stanich Group LLC | 0.18% | No change | 4,118 | $245K |
| Two Sigma Securities, LLC | 0.04% | New | 3,977 | $237K |
| Mariner, LLC | 0.00% | No change | 3,789 | $226K |
| Unified Investment Management | 0.27% | Reduce -40.3% | 3,770 | $225K |
| FMR LLC | 0.00% | Add +44.0% | 3,758 | $224K |
"% of holder's portfolio" is EZM's weight in each manager's 13F, not the share of Wisdomtree US Midcap Fund the manager owns.