Wisdomtree US Midcap FundEZMETF
13F holders, Q2 2025 (June 30)144holders +4
14new positions
12sold out
2famous investors
$61.80avg. 13F price*
At the end of Q2 2025, 144 institutions reported holding Wisdomtree US Midcap Fund (EZM) in their 13F filings, up 4 from Q1 2025. 14 opened new positions and 12 sold out. The largest holders were DAVENPORT & Co LLC ($41.2M), UBS Group AG ($41.1M) and Bank of America Corp. ($33.0M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $7.1M |
| Exits | 12 | $2.6M |
All 13F filers, Q1 2025 → Q2 2025: 395,110 shares bought and 238,890 shares sold, net +156,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| DAVENPORT & Co LLC | 0.23% | Add +11.8% | 666,452 | $41.2M |
| UBS Group AG | 0.01% | Add +6.0% | 665,277 | $41.1M |
| Bank of America Corp. | 0.00% | Add +3.6% | 533,933 | $33.0M |
| Morgan Stanley | 0.00% | Add +1.1% | 458,733 | $28.3M |
| Truist Financial Corp. | 0.04% | Reduce -4.1% | 416,759 | $25.7M |
| Freedom Investment Management, Inc. | 1.61% | Add +4.5% | 325,994 | $20.1M |
| Baird Financial Group, Inc. | 0.03% | Add +6.2% | 310,148 | $19.2M |
| Private Advisor Group, LLC | 0.07% | Add +1.7% | 211,477 | $13.1M |
| Ieq Capital, LLC | 0.08% | No change | 205,093 | $12.7M |
| LPL Financial LLC | 0.00% | Reduce -1.8% | 195,415 | $12.1M |
| CPC Advisors, LLC | 1.51% | Add +6.3% | 194,607 | $12.0M |
| Clearwater Capital Advisors, LLC | 1.01% | Add +4.1% | 178,844 | $11.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.9% | 174,756 | $10.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.7% | 142,634 | $8.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.0% | 128,762 | $8.0M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +14.0% | 119,509 | $7.4M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 97,227 | $6.0M |
| Provident Wealth Management, LLC | 1.87% | Add +1.2% | 92,592 | $5.7M |
| Breakwater Capital Group | 0.92% | Add +2.7% | 91,652 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 90,911 | $5.6M |
| Theory Financial LLC | 1.99% | Add +23.4% | 83,787 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -18.8% | 82,954 | $5.1M |
| Synovus Financial Corp. | 0.06% | Reduce -7.9% | 82,203 | $5.1M |
| Equitable Holdings, Inc. | 0.04% | Reduce -7.0% | 81,987 | $5.1M |
| Davidson Kahn Capital Management, LLC | 2.82% | Add +6.1% | 70,974 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +10.1% | 70,526 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.2% | 62,634 | $3.9M |
| Cetera Investment Advisers | 0.01% | Reduce -15.2% | 55,899 | $3.5M |
| Royal Bank of Canada | 0.00% | Add +32.7% | 54,342 | $3.4M |
| Lionshead Wealth Management, LLC | 2.84% | Reduce -6.0% | 49,798 | $3.1M |
| Culbertson A N & Co. Inc. | 0.44% | Add +0.1% | 46,413 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | New | 41,105 | $2.5M |
| GHP Investment Advisors, Inc. | 0.11% | Reduce -1.6% | 40,137 | $2.5M |
| NewSquare Capital LLC | 0.18% | Add +7.8% | 39,444 | $2.4M |
| Sylvest Advisors, LLC | 1.37% | Add +8.7% | 38,525 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +22.2% | 38,160 | $2.4M |
| Lauer Wealth, LLC | 1.86% | Reduce -54.5% | 35,492 | $2.2M |
| Crux Wealth Advisors | 0.81% | Reduce -26.1% | 30,701 | $1.9M |
| Northeast Financial Consultants Inc | 0.07% | Reduce -9.2% | 29,505 | $1.8M |
| CENTRAL TRUST Co | 0.04% | Add +2.8% | 29,272 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +8.0% | 28,270 | $1.7M |
| L & S Advisors Inc | 0.18% | Add +22.7% | 26,475 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -6.5% | 25,342 | $1.6M |
| Mather Group, Llc. | 0.02% | Reduce -1.9% | 25,303 | $1.6M |
| Apella Capital, LLC | 0.04% | No change | 20,925 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.4% | 19,816 | $1.2M |
| Foster Group, Inc. | 0.04% | New | 19,275 | $1.2M |
| Summit Financial, LLC | 0.03% | New | 18,878 | $1.2M |
| Mason Investment Advisory Services, Inc. | 0.06% | No change | 17,434 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.1% | 17,231 | $1.1M |
| RVW Wealth, LLC | 0.09% | Reduce -7.1% | 16,313 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.9% | 15,417 | $952K |
| Citadel Advisors | 0.00% | Add +50.0% | 15,283 | $944K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,651 | $905K |
| World Investment Advisors | 0.02% | Reduce -13.0% | 14,377 | $888K |
| Western Wealth Management, LLC | 0.05% | Reduce -15.0% | 13,867 | $857K |
| Institute for Wealth Management, LLC. | 0.09% | No change | 12,790 | $790K |
| Waverly Advisors, LLC | 0.01% | Reduce -14.9% | 12,634 | $780K |
| Envision Financial LLC | 0.51% | Add +0.1% | 12,394 | $766K |
| Savant Capital, LLC | 0.01% | No change | 12,000 | $741K |
| Asset Dedication, LLC | 0.05% | No change | 11,963 | $739K |
| Sensible Money, LLC | 0.28% | Reduce -1.5% | 11,866 | $733K |
| Pacific Sun Financial Corp | 0.35% | No change | 10,955 | $677K |
| Aurora Private Wealth, Inc. | 0.50% | Add +0.4% | 10,934 | $675K |
| LBJ Family Wealth Advisors, Ltd. | 0.39% | Add +0.3% | 10,795 | $667K |
| Oxler Private Wealth LLC | 0.21% | Reduce -5.5% | 10,676 | $659K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -2.3% | 9,737 | $601K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.4% | 9,620 | $594K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.7% | 8,842 | $563K |
| Creative Planning | 0.00% | Add +1.5% | 8,762 | $541K |
| Cathy Pareto & Associates, Inc. | 0.42% | Reduce -16.3% | 8,186 | $506K |
| PSI Advisors, LLC | 0.24% | No change | 7,675 | $474K |
| Sargent Investment Group, LLC | 0.06% | Reduce -3.0% | 7,575 | $474K |
| CVA Family Office, LLC | 0.06% | Add +0.0% | 7,269 | $449K |
| Centric Wealth Management | 0.10% | Reduce -3.7% | 6,995 | $437K |
| Bragg Financial Advisors, Inc | 0.02% | New | 7,042 | $435K |
| Team Financial Group, LLC | 0.21% | Reduce -16.6% | 7,001 | $432K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,975 | $431K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 6,927 | $428K |
| Blair William & Co. | 0.00% | Reduce -2.5% | 6,808 | $421K |
| Investors Research Corp | 0.08% | Reduce -0.9% | 6,695 | $414K |
| Amplius Wealth Advisors, LLC | 0.04% | New | 6,650 | $411K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.8% | 6,618 | $409K |
| Flow Traders U.S. LLC | 0.01% | New | 6,543 | $404K |
| Dana Investment Advisors, Inc. | 0.01% | Add +89.5% | 6,462 | $399K |
| Stifel Financial Corp. | 0.00% | Reduce -18.2% | 6,336 | $391K |
| Composition Wealth, LLC | 0.01% | New | 6,329 | $391K |
| MML Investors Services, LLC | 0.00% | Add +27.7% | 6,165 | $381K |
| S.A. Mason LLC | 0.18% | No change | 6,079 | $376K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +25.0% | 5,717 | $353K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.6% | 5,549 | $343K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 5,049 | $312K |
| Capital Management Corp. | 0.05% | Add +2.7% | 4,710 | $291K |
| Medallion Wealth Advisors, LLC | 0.11% | Reduce -6.7% | 4,641 | $290K |
| Vicus Capital | 0.02% | Reduce -21.3% | 4,586 | $283K |
| Howard Wealth Management, LLC | 0.14% | No change | 4,455 | $275K |
| Mariner, LLC | 0.00% | Add +16.2% | 4,404 | $272K |
| Stanich Group LLC | 0.23% | No change | 4,118 | $262K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 4,208 | $260K |
| D. E. Shaw & Co. | 0.00% | No change | 4,191 | $259K |
"% of holder's portfolio" is EZM's weight in each manager's 13F, not the share of Wisdomtree US Midcap Fund the manager owns.