Wisdomtree US Midcap FundEZMETF
13F holders, Q3 2025 (September 30)145holders +1
12new positions
9sold out
2famous investors
$65.90avg. 13F price*
At the end of Q3 2025, 145 institutions reported holding Wisdomtree US Midcap Fund (EZM) in their 13F filings, up 1 from Q2 2025. 12 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($63.9M), UBS Group AG ($40.5M) and DAVENPORT & Co LLC ($37.4M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US Midcap Fund
- CUSIP
- 97717W570
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.1M |
| Exits | 9 | $1.6M |
All 13F filers, Q2 2025 → Q3 2025: 964,237 shares bought and 399,725 shares sold, net +564,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| LPL Financial LLC | 0.02% | Add +396.5% | 970,247 | $63.9M |
| UBS Group AG | 0.01% | Reduce -7.7% | 613,853 | $40.5M |
| DAVENPORT & Co LLC | 0.20% | Reduce -14.9% | 567,312 | $37.4M |
| Bank of America Corp. | 0.00% | Reduce -4.8% | 508,342 | $33.5M |
| Morgan Stanley | 0.00% | Add +0.9% | 462,679 | $30.5M |
| Truist Financial Corp. | 0.03% | Reduce -6.3% | 390,551 | $25.7M |
| Baird Financial Group, Inc. | 0.03% | Add +4.7% | 324,703 | $21.4M |
| Freedom Investment Management, Inc. | 5.45% | Reduce -4.1% | 312,547 | $20.6M |
| Ieq Capital, LLC | 0.04% | No change | 205,093 | $13.5M |
| CPC Advisors, LLC | 1.39% | Add +2.7% | 199,833 | $13.2M |
| Clearwater Capital Advisors, LLC | 1.01% | Add +0.6% | 179,989 | $11.9M |
| Private Advisor Group, LLC | 0.05% | Reduce -21.8% | 165,341 | $10.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -9.3% | 158,435 | $10.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.2% | 140,923 | $9.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.4% | 124,448 | $8.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +2.5% | 122,549 | $8.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.7% | 95,614 | $6.3M |
| Provident Wealth Management, LLC | 1.89% | Add +2.3% | 94,672 | $6.2M |
| Breakwater Capital Group | 0.92% | Add +2.9% | 94,262 | $6.2M |
| Equitable Holdings, Inc. | 0.04% | Add +10.2% | 90,329 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.2% | 86,224 | $5.7M |
| Synovus Financial Corp. | 0.07% | Add +4.9% | 86,202 | $5.7M |
| Theory Financial LLC | 1.91% | Reduce -1.1% | 82,844 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.3% | 81,018 | $5.3M |
| Davidson Kahn Capital Management, LLC | 2.94% | Add +12.7% | 79,978 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +43.4% | 77,933 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +27.5% | 71,262 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.5% | 66,091 | $4.4M |
| Great Point Wealth Advisors, LLC | 0.72% | — | 57,782 | $3.8M |
| Culbertson A N & Co. Inc. | 0.43% | Reduce -0.1% | 46,360 | $3.1M |
| Lionshead Wealth Management, LLC | 2.39% | Reduce -8.2% | 45,713 | $3.0M |
| Sylvest Advisors, LLC | 1.56% | Add +14.7% | 44,173 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +9.1% | 41,630 | $2.7M |
| NewSquare Capital LLC | 0.18% | Add +3.4% | 40,793 | $2.7M |
| GHP Investment Advisors, Inc. | 0.11% | Reduce -2.0% | 39,352 | $2.6M |
| Lauer Wealth, LLC | 1.76% | Add +3.1% | 36,605 | $2.4M |
| CENTRAL TRUST Co | 0.04% | Add +8.3% | 31,708 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.5% | 30,622 | $2.0M |
| Crux Wealth Advisors | 0.80% | Reduce -0.5% | 30,557 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -56.9% | 30,421 | $2.0M |
| Corient Private Wealth LP | 0.00% | New | 29,625 | $2.0M |
| L & S Advisors Inc | 0.21% | Add +11.5% | 29,523 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.2% | 26,803 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +0.0% | 25,343 | $1.7M |
| Mather Group, Llc. | 0.02% | Reduce -1.4% | 24,935 | $1.6M |
| Apella Capital, LLC | 0.03% | No change | 20,925 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.3% | 19,554 | $1.3M |
| Foster Group, Inc. | 0.04% | Add +0.3% | 19,328 | $1.3M |
| Summit Financial, LLC | 0.02% | Reduce -2.4% | 18,424 | $1.2M |
| Mason Investment Advisory Services, Inc. | 0.06% | No change | 17,434 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.9% | 17,402 | $1.1M |
| RVW Wealth, LLC | 0.08% | Reduce -0.9% | 16,165 | $1.1M |
| Amplius Wealth Advisors, LLC | 0.09% | Add +129.3% | 15,250 | $1.0M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,651 | $966K |
| World Investment Advisors | 0.02% | Add +1.2% | 14,548 | $959K |
| Western Wealth Management, LLC | 0.05% | Add +0.4% | 13,920 | $917K |
| Bank of New York Mellon Corp | 0.00% | New | 13,615 | $897K |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -2.4% | 12,490 | $823K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.6% | 12,436 | $820K |
| Savant Capital, LLC | 0.00% | No change | 12,000 | $791K |
| Asset Dedication, LLC | 0.05% | No change | 11,963 | $788K |
| Sensible Money, LLC | 0.27% | No change | 11,866 | $782K |
| Pacific Sun Financial Corp | 0.35% | Reduce -0.6% | 10,895 | $718K |
| LBJ Family Wealth Advisors, Ltd. | 0.39% | Add +0.3% | 10,824 | $713K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.6% | 10,349 | $682K |
| Oxler Private Wealth LLC | 0.20% | Reduce -4.1% | 10,239 | $675K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -1.4% | 9,606 | $633K |
| Envision Financial LLC | 0.34% | Reduce -27.1% | 9,035 | $596K |
| Creative Planning | 0.00% | Add +0.5% | 8,808 | $581K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 8,847 | $580K |
| Cathy Pareto & Associates, Inc. | 0.41% | Add +0.3% | 8,208 | $541K |
| PSI Advisors, LLC | 0.13% | No change | 7,675 | $506K |
| CVA Family Office, LLC | 0.06% | Add +0.6% | 7,309 | $482K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,975 | $460K |
| Team Financial Group, LLC | 0.21% | Reduce -1.1% | 6,926 | $457K |
| Centric Wealth Management | 0.10% | Add +0.3% | 7,018 | $455K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.5% | 6,825 | $450K |
| Investors Research Corp | 0.08% | Reduce -2.3% | 6,544 | $431K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.4% | 6,524 | $430K |
| Blair William & Co. | 0.00% | Reduce -4.4% | 6,508 | $429K |
| Composition Wealth, LLC | 0.01% | Add +0.3% | 6,351 | $419K |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 6,327 | $417K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -2.9% | 6,276 | $414K |
| S.A. Mason LLC | 0.18% | No change | 6,079 | $401K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -17.9% | 5,784 | $381K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.3% | 5,733 | $378K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,549 | $366K |
| MML Investors Services, LLC | 0.00% | Reduce -13.4% | 5,337 | $352K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 5,049 | $333K |
| Vicus Capital | 0.03% | Add +8.4% | 4,971 | $328K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,721 | $311K |
| Capital Management Corp. | 0.05% | Reduce -0.5% | 4,685 | $309K |
| Howard Wealth Management, LLC | 0.14% | No change | 4,455 | $294K |
| Mariner, LLC | 0.00% | No change | 4,404 | $290K |
| Medallion Wealth Advisors, LLC | 0.10% | Reduce -5.8% | 4,373 | $288K |
| Midwest Trust Co | 0.00% | Add +4.1% | 4,209 | $277K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 4,208 | $277K |
| D. E. Shaw & Co. | 0.00% | No change | 4,191 | $276K |
| Stanich Group LLC | 0.17% | Reduce -0.0% | 4,117 | $271K |
| Citadel Advisors | 0.00% | Reduce -74.8% | 3,844 | $253K |
"% of holder's portfolio" is EZM's weight in each manager's 13F, not the share of Wisdomtree US Midcap Fund the manager owns.