Wisdomtree US Midcap FundEZMETF
13F holders, Q4 2025 (December 31)170holders +25
23new positions
6sold out
1famous investor
$65.02avg. 13F price*
At the end of Q4 2025, 170 institutions reported holding Wisdomtree US Midcap Fund (EZM) in their 13F filings, up 25 from Q3 2025. 23 opened new positions and 6 sold out. The largest holders were DAVENPORT & Co LLC ($41.4M), UBS Group AG ($40.3M) and Bank of America Corp. ($33.8M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $9.0M |
| Exits | 6 | $354K |
All 13F filers, Q3 2025 → Q4 2025: 392,074 shares bought and 908,370 shares sold, net −516,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 170 holders
| DAVENPORT & Co LLC | 0.22% | Add +9.2% | 619,650 | $41.4M |
| UBS Group AG | 0.01% | Reduce -1.7% | 603,526 | $40.3M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 505,842 | $33.8M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 459,278 | $30.7M |
| Truist Financial Corp. | 0.03% | Reduce -4.0% | 374,935 | $25.0M |
| Baird Financial Group, Inc. | 0.03% | Add +2.4% | 332,633 | $22.2M |
| Freedom Investment Management, Inc. | 5.86% | Reduce -3.5% | 301,519 | $20.1M |
| CPC Advisors, LLC | 1.72% | Add +27.8% | 255,466 | $17.1M |
| LPL Financial LLC | 0.00% | Reduce -74.3% | 249,475 | $16.7M |
| Ieq Capital, LLC | 0.04% | Reduce -0.7% | 203,578 | $13.6M |
| Clearwater Capital Advisors, LLC | 1.03% | Add +2.5% | 184,395 | $12.3M |
| Private Advisor Group, LLC | 0.05% | Add +5.0% | 173,630 | $11.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.5% | 156,080 | $10.4M |
| Raymond James Financial Inc. | 0.00% | Add +6.1% | 149,520 | $10.0M |
| Royal Bank of Canada | 0.00% | Add +69.4% | 132,019 | $8.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 120,894 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -14.8% | 104,366 | $7.0M |
| Provident Wealth Management, LLC | 1.95% | Add +4.0% | 98,449 | $6.6M |
| Equitable Holdings, Inc. | 0.04% | Add +3.3% | 93,301 | $6.2M |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 91,655 | $6.1M |
| Pinnacle Financial Partners, Inc. | 0.04% | — | 86,942 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 85,936 | $5.7M |
| Davidson Kahn Capital Management, LLC | 2.94% | Add +6.0% | 84,791 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.7% | 81,544 | $5.4M |
| Breakwater Capital Group | 0.75% | Reduce -15.0% | 80,120 | $5.4M |
| Theory Financial LLC | 1.66% | Reduce -14.7% | 70,629 | $4.9M |
| Cetera Investment Advisers | 0.00% | Reduce -9.7% | 64,380 | $4.3M |
| TopTier Wealth Management, LLC | 2.76% | — | 60,916 | $4.1M |
| Great Point Wealth Advisors, LLC | 0.61% | Reduce -13.9% | 49,752 | $3.3M |
| Sylvest Advisors, LLC | 1.75% | Add +11.0% | 49,031 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Add +15.1% | 47,896 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -29.1% | 46,851 | $3.1M |
| Culbertson A N & Co. Inc. | 0.42% | Reduce -1.4% | 45,710 | $3.1M |
| NewSquare Capital LLC | 0.27% | Add +10.9% | 45,249 | $3.0M |
| Westwood Wealth Management | 2.18% | New | 43,341 | $2.9M |
| Lionshead Wealth Management, LLC | 2.18% | Reduce -5.2% | 43,341 | $2.9M |
| GHP Investment Advisors, Inc. | 0.11% | Reduce -0.8% | 39,041 | $2.6M |
| Lauer Wealth, LLC | 1.91% | Reduce -0.5% | 36,414 | $2.5M |
| CENTRAL TRUST Co | 0.05% | Add +11.4% | 35,337 | $2.4M |
| Osaic Holdings, Inc. | 0.00% | Add +13.6% | 30,439 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +2.8% | 30,442 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Add +120.8% | 30,064 | $2.0M |
| L & S Advisors Inc | 0.20% | Reduce -0.7% | 29,304 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.7% | 27,157 | $1.8M |
| Mather Group, Llc. | 0.02% | Reduce -0.1% | 24,903 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -2.4% | 24,744 | $1.7M |
| Crux Wealth Advisors | 0.61% | Reduce -19.9% | 24,477 | $1.6M |
| Ridge Creek Global, Inc | 1.28% | — | 22,866 | $1.5M |
| Apella Capital, LLC | 0.03% | No change | 20,925 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.2% | 20,775 | $1.4M |
| Merit Financial Group, LLC | 0.01% | New | 20,744 | $1.4M |
| Foster Group, Inc. | 0.04% | Add +0.4% | 19,404 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 19,166 | $1.3M |
| Summit Financial, LLC | 0.02% | Reduce -4.1% | 17,674 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.1% | 17,597 | $1.2M |
| Mason Investment Advisory Services, Inc. | 0.06% | No change | 17,434 | $1.2M |
| RVW Wealth, LLC | 0.08% | No change | 16,165 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,651 | $979K |
| World Investment Advisors | 0.02% | Reduce -0.3% | 14,508 | $969K |
| Amplius Wealth Advisors, LLC | 0.08% | Reduce -7.7% | 14,084 | $941K |
| Western Wealth Management, LLC | 0.04% | Reduce -1.5% | 13,711 | $916K |
| Mercer Global Advisors Inc. | 0.00% | Add +183.7% | 13,393 | $895K |
| Institute for Wealth Management, LLC. | 0.09% | No change | 12,490 | $834K |
| Savant Capital, LLC | 0.00% | No change | 12,000 | $802K |
| Asset Dedication, LLC | 0.05% | No change | 11,963 | $799K |
| Sensible Money, LLC | 0.25% | No change | 11,866 | $793K |
| Waverly Advisors, LLC | 0.01% | Reduce -5.3% | 11,778 | $787K |
| Aurora Private Wealth, Inc. | 0.48% | — | 11,015 | $736K |
| Pacific Sun Financial Corp | 0.35% | No change | 10,895 | $728K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 10,545 | $704K |
| LBJ Family Wealth Advisors, Ltd. | 0.38% | Reduce -3.7% | 10,425 | $696K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +0.0% | 9,608 | $642K |
| Oxler Private Wealth LLC | 0.18% | Reduce -9.5% | 9,270 | $619K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 8,852 | $610K |
| Envision Financial LLC | 0.32% | Add +0.1% | 9,046 | $604K |
| HRT Financial LP | 0.00% | New | 8,927 | $596K |
| Creative Planning | 0.00% | Reduce -7.2% | 8,178 | $546K |
| Cathy Pareto & Associates, Inc. | 0.38% | Reduce -0.7% | 8,153 | $545K |
| Sargent Investment Group, LLC | 0.06% | New | 7,575 | $506K |
| PSI Advisors, LLC | 0.13% | Reduce -1.6% | 7,556 | $505K |
| Centric Wealth Management | 0.10% | Add +0.4% | 7,043 | $490K |
| CVA Family Office, LLC | 0.06% | Add +0.0% | 7,310 | $488K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,975 | $466K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 6,825 | $456K |
| Blair William & Co. | 0.00% | Add +4.4% | 6,792 | $454K |
| Team Financial Group, LLC | 0.20% | Reduce -3.9% | 6,653 | $444K |
| Laurel Oak Wealth Management, LLC | 0.07% | — | 6,554 | $438K |
| Wealthspire Advisors, LLC | 0.00% | No change | 6,524 | $436K |
| Investors Research Corp | 0.08% | Reduce -1.1% | 6,470 | $432K |
| Composition Wealth, LLC | 0.01% | Add +0.4% | 6,376 | $426K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 6,333 | $423K |
| S.A. Mason LLC | 0.16% | No change | 6,079 | $406K |
| Ascentis Independent Advisors | 0.07% | New | 6,065 | $405K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 5,784 | $386K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.3% | 5,751 | $384K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -9.5% | 5,680 | $379K |
| Bridgelight Financial Advisors, Inc. | 0.32% | — | 5,628 | $376K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.6% | 5,462 | $365K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,413 | $362K |
| MML Investors Services, LLC | 0.00% | Reduce -3.4% | 5,158 | $345K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.0% | 5,149 | $344K |
| Vicus Capital | 0.02% | Reduce -1.1% | 4,919 | $329K |
| Fulton Bank, N.A. | 0.01% | New | 4,698 | $314K |
| Capital Management Corp. | 0.05% | Add +0.0% | 4,687 | $313K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +29.5% | 4,620 | $309K |
| Midwest Trust Co | 0.00% | Add +7.3% | 4,514 | $302K |
| Howard Wealth Management, LLC | 0.13% | No change | 4,455 | $298K |
| Mariner, LLC | 0.00% | No change | 4,404 | $294K |
| D. E. Shaw & Co. | 0.00% | No change | 4,191 | $280K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.5% | 4,125 | $276K |
| Stanich Group LLC | 0.21% | Reduce -0.8% | 4,086 | $273K |
| Medallion Wealth Advisors, LLC | 0.09% | Reduce -7.7% | 4,036 | $270K |
| Focus Partners Wealth | 0.00% | New | 3,950 | $264K |
| IF Advisors, LLC | 0.20% | — | 3,765 | $252K |
| FMR LLC | 0.00% | Add +26.5% | 3,663 | $245K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -14.1% | 3,616 | $242K |
| Financial Insights, Inc. | 0.08% | No change | 3,563 | $238K |
| Astoria Portfolio Advisors LLC. | 0.05% | No change | 3,377 | $237K |
| Koshinski Asset Management, Inc. | 0.02% | Add +12.0% | 3,532 | $236K |
| Principle Wealth Partners LLC | 0.01% | Add +0.4% | 3,526 | $236K |
| Kaydan Wealth Management, Inc. | 0.07% | No change | 3,450 | $230K |
| Tiaa Trust, National Association | 0.00% | Add +5.0% | 3,383 | $226K |
| Post Resch Tallon Group Inc. | 0.19% | Reduce -2.9% | 3,340 | $223K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,321 | $222K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -1.5% | 3,085 | $211K |
| Align Financial, LLC | 0.12% | — | 207,280 | $207K |
| ABLE Financial Group, LLC | 0.04% | No change | 3,076 | $205K |
| Bantamac Capital, LLC | 0.14% | New | 3,000 | $200K |
| Captrust Financial Advisors | 0.00% | New | 2,995 | $200K |
| Jones Financial Companies LLLP | 0.00% | Add +45.6% | 2,829 | $189K |
| Ancora Advisors LLC | 0.00% | No change | 2,560 | $171K |
| Cwm, LLC | 0.00% | Reduce -17.4% | 2,383 | $159K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 2,370 | $158K |
| Comerica Bank | 0.00% | Reduce -23.4% | 2,250 | $150K |
| US Bancorp \de | 0.00% | No change | 1,955 | $131K |
| Franklin Resources Inc. | 0.00% | New | 1,705 | $114K |
| Centaurus Financial, Inc. | 0.00% | New | 1,514 | $101K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,354 | $90K |
| Horizons Wealth Management | 0.05% | No change | 1,233 | $82K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,232 | $82K |
| Financial Freedom, LLC | 0.04% | Add +0.1% | 1,069 | $71K |
| Golden State Wealth Management, LLC | 0.01% | No change | 1,050 | $70K |
| Assetmark, Inc. | 0.00% | No change | 1,008 | $67K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 900 | $62K |
| Qube Research & Technologies Ltd | 0.00% | No change | 741 | $49K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 722 | $48K |
| AE Wealth Management LLC | 0.00% | No change | 719 | $48K |
| NFSG Corp | 0.01% | No change | 632 | $42K |
| Oakworth Capital, Inc. | 0.00% | No change | 554 | $37K |
| Creative Financial Designs Inc. | 0.00% | No change | 547 | $37K |
| Allworth Financial LP | 0.00% | No change | 504 | $34K |
| Quaker Wealth Management, LLC | 0.01% | No change | 457 | $31K |
| Trust Co. of Vermont | 0.00% | No change | 400 | $27K |
| Quattro Advisors LLC | 0.02% | — | 353 | $24K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 306 | $20K |
| Lanark Financial, Inc. | 0.00% | Add +0.7% | 291 | $19K |
| Farther Finance Advisors, LLC | 0.00% | New | 289 | $19K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 228 | $15K |
| Evolution Wealth Management Inc. | 0.01% | New | 200 | $13K |
| Johnson Financial Group, Inc. | 0.00% | No change | 153 | $10K |
| Tucker Asset Management LLC | 0.00% | New | 117 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 100 | $7K |
| Global Retirement Partners, LLC | 0.00% | Reduce -70.3% | 92 | $6K |
| BlackRock, Inc. | 0.00% | No change | 90 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 85 | $6K |
| Ransom Advisory, Ltd | 0.00% | New | 68 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $3K |
| Quent Capital, LLC | 0.00% | New | 40 | $3K |
| Operose Advisors LLC | 0.00% | New | 24 | $2K |
| Strategic Advocates LLC | 0.00% | No change | 8 | $539 |
"% of holder's portfolio" is EZM's weight in each manager's 13F, not the share of Wisdomtree US Midcap Fund the manager owns.