Wisdomtree US Midcap FundEZMETF
13F holders, Q2 2026 (June 30)186holders +14
18new positions
4sold out
2famous investors
$75.74avg. 13F price*
At the end of Q2 2026, 186 institutions reported holding Wisdomtree US Midcap Fund (EZM) in their 13F filings, up 14 from Q1 2026. 18 opened new positions and 4 sold out. The largest holders were DAVENPORT & Co LLC ($67.4M), UBS Group AG ($39.9M) and Morgan Stanley ($35.6M). 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $3.0M |
| Exits | 4 | $2.3M |
All 13F filers, Q1 2026 → Q2 2026: 452,679 shares bought and 345,106 shares sold, net +107,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| DAVENPORT & Co LLC | 0.34% | Add +23.0% | 889,118 | $67.4M |
| UBS Group AG | 0.01% | Reduce -9.3% | 526,139 | $39.9M |
| Morgan Stanley | 0.00% | Add +2.0% | 469,226 | $35.6M |
| Bank of America Corp. | 0.00% | Reduce -6.1% | 464,685 | $35.2M |
| Truist Financial Corp. | 0.04% | Add +5.1% | 461,410 | $35.0M |
| LPL Financial LLC | 0.01% | Add +4.0% | 446,533 | $33.8M |
| Freedom Investment Management, Inc. | 6.00% | Reduce -3.3% | 284,274 | $21.5M |
| CPC Advisors, LLC | 2.74% | Add +2.0% | 267,688 | $20.3M |
| Baird Financial Group, Inc. | 0.02% | Reduce -31.1% | 222,376 | $16.9M |
| Ieq Capital, LLC | 0.07% | No change | 203,578 | $15.4M |
| Clearwater Capital Advisors, LLC | 1.07% | Add +0.2% | 192,023 | $14.6M |
| Private Advisor Group, LLC | 0.06% | Add +0.8% | 176,452 | $13.4M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +35.8% | 141,949 | $10.8M |
| Royal Bank of Canada | 0.00% | Reduce -6.9% | 141,724 | $10.7M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 121,786 | $9.2M |
| Wells Fargo & Company | 0.00% | Reduce -0.2% | 114,836 | $8.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -18.5% | 114,614 | $8.7M |
| Theory Financial LLC | 2.61% | Add +22.1% | 109,393 | $8.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.1% | 104,998 | $8.0M |
| Provident Wealth Management, LLC | 1.99% | Add +2.3% | 101,898 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.5% | 84,755 | $6.4M |
| Pinnacle Financial Partners, Inc. | 0.04% | Reduce -2.9% | 84,335 | $6.4M |
| Davidson Kahn Capital Management, LLC | 2.59% | Reduce -1.4% | 79,471 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.5% | 78,199 | $5.9M |
| Breakwater Capital Group | 0.71% | Reduce -2.5% | 77,786 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Add +22.1% | 66,417 | $5.0M |
| Sylvest Advisors, LLC | 2.12% | Add +9.2% | 62,150 | $4.7M |
| TopTier Wealth Management, LLC | 2.78% | Reduce -0.3% | 60,687 | $4.6M |
| Cetera Investment Advisers | 0.00% | Reduce -2.8% | 59,953 | $4.5M |
| NewSquare Capital LLC | 0.27% | Add +2.9% | 48,657 | $3.7M |
| CENTRAL TRUST Co | 0.07% | Add +11.6% | 48,505 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.3% | 48,355 | $3.7M |
| Roan Capital Partners | 3.01% | Add +8.9% | 47,952 | $3.6M |
| Great Point Wealth Advisors, LLC | 0.57% | Reduce -4.3% | 46,770 | $3.5M |
| Culbertson A N & Co. Inc. | 0.40% | Reduce -1.3% | 45,015 | $3.4M |
| Lionshead Wealth Management, LLC | 2.04% | Reduce -2.6% | 41,401 | $3.1M |
| OneDigital Investment Advisors LLC | 0.03% | Add +2.3% | 41,046 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +62.5% | 39,836 | $3.0M |
| GHP Investment Advisors, Inc. | 0.11% | Reduce -0.5% | 38,393 | $2.9M |
| Equitable Holdings, Inc. | 0.02% | Reduce -5.2% | 37,457 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +762.5% | 36,465 | $2.8M |
| Lauer Wealth, LLC | 1.84% | Reduce -2.5% | 35,976 | $2.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +97.3% | 34,118 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.1% | 30,660 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -0.4% | 30,322 | $2.3M |
| L & S Advisors Inc | 0.24% | Add +1.2% | 30,276 | $2.3M |
| Savant Capital, LLC | 0.01% | Add +109.5% | 29,160 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +43.7% | 27,447 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -1.1% | 24,478 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -22.8% | 23,555 | $1.8M |
| Ridge Creek Global, Inc | 1.34% | Reduce -0.7% | 22,676 | $1.7M |
| Crux Wealth Advisors | 0.55% | Reduce -3.7% | 21,066 | $1.6M |
| Apella Capital, LLC | 0.02% | No change | 20,925 | $1.6M |
| Mather Group, Llc. | 0.01% | Reduce -18.5% | 20,169 | $1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.3% | 19,317 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.6% | 18,392 | $1.4M |
| Mason Investment Advisory Services, Inc. | 0.05% | No change | 17,434 | $1.3M |
| Summit Financial, LLC | 0.01% | Reduce -7.4% | 16,290 | $1.2M |
| RVW Wealth, LLC | 0.08% | No change | 16,165 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,651 | $1.1M |
| Centric Wealth Management | 0.16% | Add +100.3% | 14,140 | $1.1M |
| Amplius Wealth Advisors, LLC | 0.07% | Reduce -14.3% | 13,382 | $1.0M |
| Institute for Wealth Management, LLC. | 0.08% | No change | 12,490 | $947K |
| Asset Dedication, LLC | 0.06% | No change | 11,963 | $907K |
| Sensible Money, LLC | 0.24% | No change | 11,866 | $899K |
| World Investment Advisors | 0.01% | No change | 12,555 | $844K |
| Aurora Private Wealth, Inc. | 0.53% | Add +0.6% | 11,080 | $840K |
| Pacific Sun Financial Corp | 0.34% | No change | 10,945 | $829K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 10,667 | $808K |
| Western Wealth Management, LLC | 0.03% | Reduce -28.6% | 10,428 | $790K |
| LBJ Family Wealth Advisors, Ltd. | 0.40% | Add +0.2% | 10,471 | $790K |
| Waverly Advisors, LLC | 0.00% | Reduce -10.5% | 10,005 | $758K |
| Creative Planning | 0.00% | Add +10.7% | 9,050 | $686K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -6.1% | 9,021 | $684K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.4% | 8,570 | $643K |
| Envision Financial LLC | 0.29% | Add +0.1% | 8,368 | $634K |
| Oxler Private Wealth LLC | 0.18% | Reduce -5.7% | 8,366 | $634K |
| Cathy Pareto & Associates, Inc. | 0.35% | Reduce -3.7% | 7,870 | $596K |
| PSI Advisors, LLC | 0.13% | Reduce -3.0% | 7,331 | $556K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,975 | $529K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 6,927 | $525K |
| CVA Family Office, LLC | 0.05% | Reduce -5.5% | 6,912 | $524K |
| Blair William & Co. | 0.00% | Reduce -1.6% | 6,682 | $506K |
| Team Financial Group, LLC | 0.21% | Add +0.3% | 6,576 | $498K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.5% | 6,423 | $487K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -32.8% | 6,313 | $478K |
| S.A. Mason LLC | 0.14% | No change | 6,079 | $461K |
| Sargent Investment Group, LLC | 0.06% | No change | 6,075 | $460K |
| Merit Financial Group, LLC | 0.00% | Reduce -65.8% | 6,013 | $456K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 5,784 | $438K |
| Bridgelight Financial Advisors, Inc. | 0.29% | Add +0.3% | 5,659 | $429K |
| Stifel Financial Corp. | 0.00% | Reduce -2.8% | 5,577 | $423K |
| Laurel Oak Wealth Management, LLC | 0.06% | Reduce -2.3% | 5,538 | $420K |
| Dana Investment Advisors, Inc. | 0.01% | Add +0.5% | 5,484 | $416K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.9% | 5,424 | $411K |
| &partners | 0.00% | New | 5,394 | $409K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -1.6% | 5,346 | $405K |
| Composition Wealth, LLC | 0.00% | Reduce -18.6% | 5,207 | $395K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 5,149 | $390K |
| MML Investors Services, LLC | 0.00% | Reduce -1.2% | 4,912 | $372K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.1% | 4,904 | $372K |
| Vicus Capital | 0.02% | Reduce -0.4% | 4,877 | $370K |
| Fulton Bank, N.A. | 0.01% | No change | 4,698 | $356K |
| Midwest Trust Co | 0.00% | Reduce -0.7% | 4,483 | $340K |
| Howard Wealth Management, LLC | 0.12% | Reduce -3.1% | 4,317 | $327K |
| Mariner, LLC | 0.00% | Reduce -3.4% | 4,254 | $322K |
| Simplicity Wealth,LLC | 0.01% | New | 4,226 | $320K |
| D. E. Shaw & Co. | 0.00% | No change | 4,191 | $318K |
| NewEdge Advisors, LLC | 0.00% | Reduce -23.6% | 4,170 | $316K |
| FMR LLC | 0.00% | Add +3.3% | 4,124 | $312K |
| Colonial River Investments, LLC | 0.09% | Reduce -10.3% | 4,091 | $310K |
| Capital Management Corp. | 0.05% | Reduce -0.1% | 4,045 | $307K |
| Stanich Group LLC | 0.19% | Reduce -1.7% | 3,973 | $301K |
| RiverFront Investment Group, LLC | 0.00% | New | 3,962 | $300K |
| Focus Partners Wealth | 0.00% | Reduce -3.1% | 3,953 | $300K |
| Koshinski Asset Management, Inc. | 0.02% | Add +2.2% | 3,922 | $297K |
| Acorn Wealth Advisors, LLC | 0.07% | New | 3,916 | $297K |
| IF Advisors, LLC | 0.19% | No change | 3,765 | $285K |
| Vise Technologies, Inc. | 0.00% | New | 3,745 | $284K |
| Medallion Wealth Advisors, LLC | 0.09% | Reduce -6.0% | 3,732 | $283K |
| Financial Insights, Inc. | 0.07% | No change | 3,563 | $270K |
| Jones Financial Companies LLLP | 0.00% | Add +7.0% | 3,588 | $270K |
| Principle Wealth Partners LLC | 0.01% | Reduce -1.8% | 3,472 | $263K |
| Kaydan Wealth Management, Inc. | 0.08% | No change | 3,450 | $261K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,420 | $259K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 3,410 | $258K |
| Astoria Portfolio Advisors LLC. | 0.04% | No change | 3,377 | $256K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +6.8% | 3,345 | $253K |
| Ascension Capital Advisors, Inc. | 0.07% | No change | 3,300 | $250K |
| Post Resch Tallon Group Inc. | 0.17% | Reduce -3.0% | 3,240 | $246K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 3,221 | $244K |
| Pathstone Holdings, LLC | 0.00% | New | 3,198 | $242K |
| Align Financial, LLC | 0.12% | No change | 3,103 | $235K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 3,085 | $234K |
| Bantamac Capital, LLC | 0.16% | No change | 3,000 | $227K |
| Captrust Financial Advisors | 0.00% | No change | 2,995 | $227K |
| RTD Financial Advisors, Inc. | 0.02% | Reduce -40.7% | 2,842 | $215K |
| Florida Financial Advisors, LLC | 0.04% | New | 2,825 | $214K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,735 | $207K |
| Chicago Partners Investment Group LLC | 0.00% | New | 2,728 | $205K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,642 | $200K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 2,370 | $180K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,173 | $165K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.8% | 2,106 | $160K |
| Fifth Third Bancorp | 0.00% | Reduce -1.9% | 2,094 | $159K |
| US Bancorp \de | 0.00% | No change | 1,955 | $148K |
| Investors Research Corp | 0.02% | No change | 1,799 | $136K |
| Allworth Financial LP | 0.00% | Add +125.0% | 1,739 | $132K |
| Franklin Resources Inc. | 0.00% | No change | 1,705 | $129K |
| Ancora Advisors LLC | 0.00% | Reduce -35.9% | 1,640 | $124K |
| Centaurus Financial, Inc. | 0.00% | Add +0.3% | 1,532 | $116K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,354 | $103K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,232 | $93K |
| Golden State Wealth Management, LLC | 0.01% | No change | 1,050 | $80K |
| Assetmark, Inc. | 0.00% | No change | 1,008 | $76K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 900 | $67K |
| Qube Research & Technologies Ltd | 0.00% | Add +6.5% | 788 | $60K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 744 | $56K |
| AE Wealth Management LLC | 0.00% | No change | 719 | $55K |
| NFSG Corp | 0.01% | No change | 632 | $48K |
| EPG Wealth Management LLC | 0.01% | New | 569 | $43K |
| Oakworth Capital, Inc. | 0.00% | No change | 554 | $42K |
| Creative Financial Designs Inc. | 0.00% | No change | 547 | $41K |
| BlackRock, Inc. | 0.00% | New | 465 | $35K |
| Continuum Advisory, LLC | 0.00% | New | 455 | $34K |
| Quaker Wealth Management, LLC | 0.01% | Reduce -2.2% | 440 | $33K |
| Trust Co. of Vermont | 0.00% | — | 400 | $30K |
| Ascentis Independent Advisors | 0.08% | Reduce -95.5% | 368 | $28K |
| IFP Advisors, Inc | 0.00% | New | 343 | $26K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 306 | $23K |
| Lanark Financial, Inc. | 0.00% | No change | 291 | $22K |
| Ameritas Advisory Services, LLC | 0.00% | New | 228 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 228 | $17K |
| Evolution Wealth Management Inc. | 0.01% | No change | 200 | $15K |
| Chesapeake Asset Management LLC | 0.01% | New | 175 | $13K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 162 | $12K |
| Johnson Financial Group, Inc. | 0.00% | No change | 153 | $12K |
| Gill Capital Partners, LLC | 0.00% | No change | 150 | $11K |
| Vanguard Advisers Inc. | 0.00% | No change | 110 | $8K |
| Global Retirement Partners, LLC | 0.00% | — | 92 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 85 | $6K |
| Quent Capital, LLC | 0.00% | Add +110.0% | 84 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 60 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 45 | $3K |
| Operose Advisors LLC | 0.00% | No change | 24 | $2K |
| Strategic Advocates LLC | 0.00% | No change | 8 | $606 |
"% of holder's portfolio" is EZM's weight in each manager's 13F, not the share of Wisdomtree US Midcap Fund the manager owns.