Wisdomtree US Midcap FundEZMETF
13F holders, Q1 2026 (March 31)172holders +2
11new positions
9sold out
2famous investors
$67.22avg. 13F price*
At the end of Q1 2026, 172 institutions reported holding Wisdomtree US Midcap Fund (EZM) in their 13F filings, up 2 from Q4 2025. 11 opened new positions and 9 sold out. The largest holders were DAVENPORT & Co LLC ($48.6M), UBS Group AG ($39.0M) and Bank of America Corp. ($33.3M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.1M |
| Exits | 9 | $5.3M |
All 13F filers, Q4 2025 → Q1 2026: 582,727 shares bought and 489,573 shares sold, net +93,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| DAVENPORT & Co LLC | 0.27% | Add +16.7% | 722,893 | $48.6M |
| UBS Group AG | 0.01% | Reduce -3.9% | 580,020 | $39.0M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 494,646 | $33.3M |
| Morgan Stanley | 0.00% | Add +0.1% | 459,906 | $30.9M |
| Truist Financial Corp. | 0.04% | Add +17.1% | 438,925 | $29.5M |
| LPL Financial LLC | 0.01% | Add +72.0% | 429,148 | $28.8M |
| Baird Financial Group, Inc. | 0.03% | Reduce -3.0% | 322,814 | $21.7M |
| Freedom Investment Management, Inc. | 5.87% | Reduce -2.5% | 294,048 | $19.8M |
| CPC Advisors, LLC | 2.86% | Add +2.7% | 262,309 | $17.6M |
| Ieq Capital, LLC | 0.06% | No change | 203,578 | $13.7M |
| Clearwater Capital Advisors, LLC | 1.04% | Add +3.9% | 191,663 | $12.9M |
| Private Advisor Group, LLC | 0.06% | Add +0.8% | 175,021 | $11.8M |
| Royal Bank of Canada | 0.00% | Add +15.3% | 152,224 | $10.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -9.9% | 140,645 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 119,997 | $7.9M |
| Wells Fargo & Company | 0.00% | Add +25.6% | 115,106 | $7.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -28.3% | 107,249 | $7.2M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +0.1% | 104,497 | $7.0M |
| Provident Wealth Management, LLC | 2.02% | Add +1.2% | 99,591 | $6.7M |
| Theory Financial LLC | 2.11% | Add +26.8% | 89,563 | $6.0M |
| Pinnacle Financial Partners, Inc. | 0.04% | Reduce -0.1% | 86,876 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.8% | 84,360 | $5.7M |
| Davidson Kahn Capital Management, LLC | 2.89% | Reduce -4.9% | 80,606 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.6% | 80,211 | $5.4M |
| Breakwater Capital Group | 0.72% | Reduce -0.4% | 79,810 | $5.4M |
| Cetera Investment Advisers | 0.00% | Reduce -4.2% | 61,681 | $4.1M |
| TopTier Wealth Management, LLC | 2.52% | Reduce -0.1% | 60,884 | $4.1M |
| Sylvest Advisors, LLC | 2.03% | Add +16.0% | 56,894 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +13.6% | 54,405 | $3.7M |
| Great Point Wealth Advisors, LLC | 0.61% | Reduce -1.8% | 48,857 | $3.3M |
| NewSquare Capital LLC | 0.28% | Add +4.5% | 47,274 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.0% | 46,834 | $3.1M |
| Culbertson A N & Co. Inc. | 0.40% | Reduce -0.2% | 45,625 | $3.1M |
| Roan Capital Partners | 2.74% | — | 44,028 | $3.0M |
| CENTRAL TRUST Co | 0.06% | Add +23.0% | 43,466 | $2.9M |
| Lionshead Wealth Management, LLC | 2.11% | Reduce -1.9% | 42,512 | $2.9M |
| OneDigital Investment Advisors LLC | 0.03% | New | 40,116 | $2.7M |
| Equitable Holdings, Inc. | 0.02% | Reduce -57.6% | 39,512 | $2.6M |
| GHP Investment Advisors, Inc. | 0.11% | Reduce -1.2% | 38,581 | $2.6M |
| Lauer Wealth, LLC | 2.06% | Add +1.3% | 36,878 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +13.3% | 34,489 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Add +8.0% | 32,465 | $2.2M |
| Citadel Advisors | 0.00% | New | 30,490 | $2.0M |
| Corient Private Wealth LP | 0.00% | No change | 30,442 | $2.0M |
| L & S Advisors Inc | 0.25% | Add +2.1% | 29,916 | $2.0M |
| Mather Group, Llc. | 0.02% | Reduce -0.6% | 24,755 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +0.0% | 24,745 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +18.0% | 24,519 | $1.6M |
| Ridge Creek Global, Inc | 1.30% | Reduce -0.2% | 22,826 | $1.5M |
| Apella Capital, LLC | 0.02% | No change | 20,925 | $1.5M |
| Crux Wealth Advisors | 0.57% | Reduce -10.6% | 21,885 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -21.6% | 21,292 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2583.8% | 19,377 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.3% | 19,102 | $1.3M |
| Summit Financial, LLC | 0.02% | Reduce -0.5% | 17,591 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -15.3% | 17,574 | $1.2M |
| Mason Investment Advisory Services, Inc. | 0.05% | No change | 17,434 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.7% | 17,293 | $1.2M |
| RVW Wealth, LLC | 0.08% | No change | 16,165 | $1.1M |
| Amplius Wealth Advisors, LLC | 0.09% | Add +10.9% | 15,620 | $1.0M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,651 | $985K |
| Western Wealth Management, LLC | 0.04% | Add +6.4% | 14,594 | $981K |
| Savant Capital, LLC | 0.00% | Add +16.0% | 13,918 | $936K |
| World Investment Advisors | 0.01% | Reduce -13.5% | 12,555 | $844K |
| Institute for Wealth Management, LLC. | 0.09% | No change | 12,490 | $840K |
| Asset Dedication, LLC | 0.06% | No change | 11,963 | $804K |
| Sensible Money, LLC | 0.24% | No change | 11,866 | $798K |
| Waverly Advisors, LLC | 0.01% | Reduce -5.1% | 11,180 | $752K |
| Aurora Private Wealth, Inc. | 0.52% | No change | 11,015 | $736K |
| Pacific Sun Financial Corp | 0.36% | Add +0.5% | 10,945 | $736K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.8% | 10,465 | $703K |
| LBJ Family Wealth Advisors, Ltd. | 0.40% | Add +0.2% | 10,446 | $684K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +0.0% | 9,610 | $646K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -29.9% | 9,389 | $631K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 8,875 | $601K |
| Oxler Private Wealth LLC | 0.19% | Reduce -4.3% | 8,873 | $596K |
| Envision Financial LLC | 0.30% | Reduce -7.6% | 8,361 | $562K |
| Creative Planning | 0.00% | No change | 8,178 | $550K |
| Cathy Pareto & Associates, Inc. | 0.37% | Add +0.3% | 8,173 | $549K |
| Ascentis Independent Advisors | 0.04% | Add +34.7% | 8,170 | $549K |
| PSI Advisors, LLC | 0.12% | No change | 7,556 | $508K |
| Centric Wealth Management | 0.10% | Add +0.2% | 7,060 | $505K |
| CVA Family Office, LLC | 0.05% | Add +0.0% | 7,311 | $491K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,975 | $469K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.5% | 6,927 | $466K |
| Blair William & Co. | 0.00% | No change | 6,792 | $457K |
| Team Financial Group, LLC | 0.20% | Reduce -1.4% | 6,558 | $441K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.1% | 6,454 | $434K |
| Composition Wealth, LLC | 0.01% | Add +0.3% | 6,393 | $430K |
| S.A. Mason LLC | 0.15% | No change | 6,079 | $409K |
| Sargent Investment Group, LLC | 0.05% | Reduce -19.8% | 6,075 | $408K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 5,784 | $389K |
| Stifel Financial Corp. | 0.00% | Reduce -9.4% | 5,736 | $386K |
| Laurel Oak Wealth Management, LLC | 0.06% | Reduce -13.5% | 5,668 | $381K |
| Bridgelight Financial Advisors, Inc. | 0.32% | Add +0.2% | 5,641 | $379K |
| NewEdge Advisors, LLC | 0.00% | No change | 5,462 | $367K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -3.9% | 5,458 | $367K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -5.5% | 5,435 | $365K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -0.7% | 5,377 | $361K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 5,149 | $346K |
| MML Investors Services, LLC | 0.00% | Reduce -3.6% | 4,970 | $334K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +6.1% | 4,900 | $329K |
| Vicus Capital | 0.02% | Reduce -0.5% | 4,897 | $329K |
| RTD Financial Advisors, Inc. | 0.04% | New | 4,790 | $322K |
| Fulton Bank, N.A. | 0.01% | No change | 4,698 | $316K |
| Colonial River Investments, LLC | 0.11% | New | 4,560 | $307K |
| Midwest Trust Co | 0.00% | No change | 4,514 | $303K |
| Howard Wealth Management, LLC | 0.13% | No change | 4,455 | $299K |
| Mariner, LLC | 0.00% | No change | 4,404 | $296K |
| Susquehanna International Group, LLP | 0.00% | Add +2.5% | 4,228 | $284K |
| D. E. Shaw & Co. | 0.00% | No change | 4,191 | $282K |
| Focus Partners Wealth | 0.00% | Add +3.3% | 4,079 | $274K |
| Capital Management Corp. | 0.05% | Reduce -13.6% | 4,050 | $272K |
| Stanich Group LLC | 0.21% | Reduce -1.1% | 4,043 | $272K |
| FMR LLC | 0.00% | Add +9.0% | 3,992 | $268K |
| Medallion Wealth Advisors, LLC | 0.09% | Reduce -1.6% | 3,971 | $267K |
| Koshinski Asset Management, Inc. | 0.02% | Add +8.6% | 3,837 | $258K |
| IF Advisors, LLC | 0.18% | No change | 3,765 | $253K |
| Astoria Portfolio Advisors LLC. | 0.05% | No change | 3,377 | $243K |
| Financial Insights, Inc. | 0.08% | No change | 3,563 | $240K |
| Principle Wealth Partners LLC | 0.01% | Add +0.3% | 3,536 | $238K |
| Kaydan Wealth Management, Inc. | 0.08% | No change | 3,450 | $232K |
| Neuberger Berman Group LLC | 0.00% | New | 3,420 | $230K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -5.7% | 3,410 | $229K |
| Post Resch Tallon Group Inc. | 0.18% | No change | 3,340 | $225K |
| Ascension Capital Advisors, Inc. | 0.07% | New | 3,300 | $222K |
| Jones Financial Companies LLLP | 0.00% | Add +18.6% | 3,354 | $221K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 3,221 | $217K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -5.7% | 3,132 | $211K |
| Align Financial, LLC | 0.12% | Reduce -98.5% | 3,103 | $209K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 3,085 | $207K |
| Bantamac Capital, LLC | 0.15% | No change | 3,000 | $202K |
| Captrust Financial Advisors | 0.00% | No change | 2,995 | $201K |
| Ancora Advisors LLC | 0.00% | No change | 2,560 | $172K |
| Cwm, LLC | 0.00% | Add +0.2% | 2,388 | $161K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 2,370 | $159K |
| Farther Finance Advisors, LLC | 0.00% | Add +649.8% | 2,167 | $146K |
| Fifth Third Bancorp | 0.00% | New | 2,135 | $144K |
| US Bancorp \de | 0.00% | No change | 1,955 | $131K |
| Investors Research Corp | 0.02% | Reduce -72.2% | 1,799 | $121K |
| Franklin Resources Inc. | 0.00% | No change | 1,705 | $115K |
| Centaurus Financial, Inc. | 0.00% | Add +0.9% | 1,527 | $103K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,354 | $91K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,232 | $83K |
| Horizons Wealth Management | 0.06% | No change | 1,233 | $83K |
| Advisory Services Network, LLC | 0.00% | New | 1,114 | $75K |
| Financial Freedom, LLC | 0.04% | No change | 1,069 | $72K |
| Golden State Wealth Management, LLC | 0.01% | No change | 1,050 | $71K |
| Assetmark, Inc. | 0.00% | No change | 1,008 | $68K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 900 | $61K |
| Allworth Financial LP | 0.00% | Add +53.4% | 773 | $52K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 744 | $50K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -0.1% | 740 | $50K |
| 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 |
| Quaker Wealth Management, LLC | 0.01% | Reduce -1.5% | 450 | $30K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 306 | $21K |
| Lanark Financial, Inc. | 0.00% | No change | 291 | $20K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 228 | $15K |
| Evolution Wealth Management Inc. | 0.01% | No change | 200 | $13K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 162 | $11K |
| Johnson Financial Group, Inc. | 0.00% | No change | 153 | $10K |
| Gill Capital Partners, LLC | 0.00% | New | 150 | $10K |
| Vanguard Advisers Inc. | 0.00% | — | 110 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 85 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $3K |
| Quent Capital, LLC | 0.00% | No change | 40 | $3K |
| Operose Advisors LLC | 0.00% | No change | 24 | $2K |
| Strategic Advocates LLC | 0.00% | No change | 8 | $538 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2 | $134 |
"% of holder's portfolio" is EZM's weight in each manager's 13F, not the share of Wisdomtree US Midcap Fund the manager owns.