WISDOMTREE US MIDCAP FUND EZM
$75.00
-0.3% 52w: $59.48 – $75.78
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data59.4867.6375.78
Jun 20, 2025 Jul 2, 2026
Institutional holders
171
+2 QoQ
13F value
$509.4M
-26.5% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $27K puts
Institutional value by quarter
Number of holders
Who owns EZM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| DAVENPORT & Co LLC | Diversified mechanical | 722.9K | $48.6M | 0.3% | +16.7% |
| UBS Group AG | Bank broker | 580.0K | $39.0M | 0.0% | -3.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 494.6K | $33.3M | 0.0% | -2.2% |
| MORGAN STANLEY | Bank broker | 459.9K | $30.9M | 0.0% | +0.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 438.9K | $29.5M | 0.0% | +17.1% |
| LPL Financial LLC | Bank broker | 429.1K | $28.8M | 0.0% | +72.0% |
| Baird Financial Group, Inc. | Diversified mechanical | 322.8K | $21.7M | 0.0% | -3.0% |
| Freedom Investment Management, Inc. | Wealth advisor | 294.0K | $19.8M | 5.9% | -2.5% |
| CPC Advisors, LLC | Wealth advisor | 262.3K | $17.6M | 2.9% | +2.7% |
| IEQ CAPITAL, LLC | Diversified mechanical | 203.6K | $13.7M | 0.1% | Held |
| Clearwater Capital Advisors, LLC | Wealth advisor | 191.7K | $12.9M | 1.0% | +3.9% |
| Private Advisor Group, LLC | Wealth advisor | 175.0K | $11.8M | 0.1% | +0.8% |
| ROYAL BANK OF CANADA | Bank broker | 152.2K | $10.2M | 0.0% | +15.3% |
| HighTower Advisors, LLC | Diversified mechanical | 140.6K | $9.5M | 0.0% | -9.9% |
| JPMORGAN CHASE & CO | Bank broker | 120.0K | $7.9M | 0.0% | -0.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 115.1K | $7.7M | 0.0% | +25.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 107.2K | $7.2M | 0.0% | -28.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 104.5K | $7.0M | 0.0% | +0.1% |
| Provident Wealth Management, LLC | Wealth advisor | 99.6K | $6.7M | 2.0% | +1.2% |
| THEORY FINANCIAL LLC | Wealth advisor | 89.6K | $6.0M | 2.1% | +26.8% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 86.9K | $5.8M | 0.0% | -0.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 84.4K | $5.7M | 0.0% | -1.8% |
| Davidson Kahn Capital Management, LLC | Wealth advisor | 80.6K | $5.4M | 2.9% | -4.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 80.2K | $5.4M | 0.0% | -1.6% |
| Breakwater Capital Group | Wealth advisor | 79.8K | $5.4M | 0.7% | -0.4% |
| Cetera Investment Advisers | Wealth advisor | 61.7K | $4.1M | 0.0% | -4.2% |
| TopTier Wealth Management, LLC | Wealth advisor | 60.9K | $4.1M | 2.5% | -0.1% |
| Sylvest Advisors, LLC | Wealth advisor | 56.9K | $3.8M | 2.0% | +16.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 54.4K | $3.7M | 0.0% | +13.6% |
| Great Point Wealth Advisors, LLC | Wealth advisor | 48.9K | $3.3M | 0.6% | -1.8% |
| NewSquare Capital LLC | Wealth advisor | 47.3K | $3.2M | 0.3% | +4.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 46.8K | $3.1M | 0.0% | 0.0% |
| CULBERTSON A N & CO INC ★2 | Fundamental diversified | 45.6K | $3.1M | 0.4% | -0.2% |
| Roan Capital Partners | Wealth advisor | 44.0K | $3.0M | 2.7% | — |
| CENTRAL TRUST Co | Diversified mechanical | 43.5K | $2.9M | 0.1% | +23.0% |
| Lionshead Wealth Management, LLC | Wealth advisor | 42.5K | $2.9M | 2.1% | -1.9% |
| OneDigital Investment Advisors LLC | Wealth advisor | 40.1K | $2.7M | 0.0% | New |
| Equitable Holdings, Inc. | Wealth advisor | 39.5K | $2.6M | 0.0% | -57.7% |
| GHP Investment Advisors, Inc. | Diversified mechanical | 38.6K | $2.6M | 0.1% | -1.2% |
| Lauer Wealth, LLC | Wealth advisor | 36.9K | $2.6M | 2.1% | +1.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 34.5K | $2.3M | 0.0% | +13.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 32.5K | $2.2M | 0.0% | +8.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 30.5K | $2.0M | 0.0% | New |
| Corient Private Wealth LLC | Diversified mechanical | 30.4K | $2.0M | 0.0% | -50.0% |
| L & S Advisors Inc | Other | 29.9K | $2.0M | 0.3% | +2.1% |
| MATHER GROUP, LLC. | Wealth advisor | 24.8K | $1.7M | 0.0% | -0.6% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 24.7K | $1.7M | 0.1% | 0.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 24.5K | $1.6M | 0.0% | +18.0% |
| Ridge Creek Global, Inc | Other | 22.8K | $1.5M | 1.3% | -0.2% |
| Apella Capital, LLC | Wealth advisor | 20.9K | $1.5M | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.