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WisdomTree U.S. MidCap Fund (EZM) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. MidCap Fund (NYSEARCA:EZM)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$90.62M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$40.42M
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EZM Institutional Buying and Selling by Quarter

WisdomTree U.S. MidCap Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Clear Point Advisors Inc.653$40K0.0%-21.3%0.005%
5/16/2024 Waverly Advisors LLC16,396$1M0.0%N/A0.122%
5/10/2024 TIAA Trust National Association3,389$207K0.0%N/A0.025%
5/9/2024 Clearwater Capital Advisors LLC154,295$9.42M1.0%+0.5%1.147%
5/7/2024 Insight Advisors LLC PA3,316$202K0.0%-6.9%0.025%
5/6/2024 Envestnet Portfolio Solutions Inc.5,070$309K0.0%-9.0%0.038%
5/4/2024 DAVENPORT & Co LLC472,211$28.81M0.2%+10.4%3.511%
5/2/2024 Consolidated Planning Corp149,868$9.15M1.6%+3.5%1.114%
5/1/2024 Janney Montgomery Scott LLC47,225$2.88M0.0%+15.9%0.351%
4/30/2024 Private Advisor Group LLC169,135$10.32M0.1%+14.3%1.258%
4/30/2024 Culbertson A N & Co. Inc.46,180$2.82M0.5%-3.0%0.343%
4/25/2024 Cambridge Investment Research Advisors Inc.77,661$4.74M0.0%-1.3%0.577%
4/24/2024 PSI Advisors LLC8,293$506K0.2%-2.9%0.062%
4/24/2024 CENTRAL TRUST Co21,900$1.34M0.0%-9.6%0.163%
4/24/2024 Oxler Private Wealth LLC14,319$874K0.3%-2.1%0.106%
4/23/2024 Raymond James Financial Services Advisors Inc.291,593$17.79M0.0%-29.6%2.168%
4/18/2024 Breakwater Capital Group69,996$4.27M1.1%+3.5%0.520%
4/17/2024 Vicus Capital7,206$440K0.0%-4.8%0.054%
4/15/2024 S.A. Mason LLC7,079$432K0.3%-12.4%0.053%
4/15/2024 Sound Income Strategies LLC545$33K0.0%-73.8%0.004%
4/12/2024 Kaydan Wealth Management Inc.3,450$211K0.1%N/A0.025%
4/12/2024 Northwest Investment Counselors LLC535$33K0.0%N/A0.004%
4/10/2024 CVA Family Office LLC8,042$491K0.1%-15.6%0.058%
4/9/2024 Mather Group LLC.47,647$2.73M0.0%-7.1%0.343%
4/8/2024 RVW Wealth LLC19,265$1.18M0.1%-5.4%0.139%
3/15/2024 BlueChip Wealth Advisors LLC4,644$267K0.2%N/A0.033%
3/8/2024 ICA Group Wealth Management LLC555$32K0.0%N/A0.004%
2/23/2024 Chicago Partners Investment Group LLC3,961$223K0.0%N/A0.028%
2/15/2024 Freedom Investment Management Inc.362,496$20.80M1.7%N/A2.608%
2/12/2024 Steward Partners Investment Advisory LLC4,128$237K0.0%+5.1%0.030%
2/9/2024 Cambridge Investment Research Advisors Inc.78,691$4.52M0.0%-1.9%0.566%
2/9/2024 Oxler Private Wealth LLC14,631$840K0.7%-2.9%0.105%
2/9/2024 Wells Fargo & Company MN126,006$7.23M0.0%+5.1%0.907%
2/9/2024 UBS Group AG1,126,939$64.68M0.0%+11.9%8.107%
2/8/2024 Janney Montgomery Scott LLC40,732$2.34M0.0%+51.8%0.293%
2/7/2024 Avantax Advisory Services Inc.3,706$213K0.0%-29.9%0.027%
2/7/2024 Theory Financial LLC71,812$4.12M2.2%+2.4%0.517%
2/7/2024 Ieq Capital LLC193,093$11.08M0.2%+1.7%1.389%
2/7/2024 Dana Investment Advisors Inc.3,516$202K0.0%N/A0.025%
2/7/2024 Clearwater Capital Advisors LLC153,474$8.81M1.0%+3.9%1.104%
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2/6/2024 Private Advisor Group LLC148,027$8.50M0.1%+10.9%1.065%
2/5/2024 Mather Group LLC.51,312$2.95M0.0%-8.8%0.369%
2/5/2024 Sargent Investment Group LLC5,860$336K0.1%-9.5%0.042%
2/5/2024 Principle Wealth Partners LLC3,500$201K0.0%N/A0.025%
2/5/2024 Consolidated Planning Corp144,794$8.31M1.5%+5.6%1.042%
2/2/2024 Truist Financial Corp536,560$30.79M0.0%-4.7%3.860%
2/1/2024 NewSquare Capital LLC26,360$1.51M0.1%-17.6%0.190%
2/1/2024 Vicus Capital7,569$434K0.0%-21.4%0.054%
1/31/2024 Western Wealth Management LLC16,447$944K0.1%N/A0.118%
1/29/2024 Lauer Wealth LLC90,537$5.16M4.7%+1.1%0.651%
1/26/2024 Cerity Partners LLC5,098$293K0.0%N/A0.037%
1/26/2024 Financial Counselors Inc.3,683$211K0.0%N/A0.026%
1/26/2024 GHP Investment Advisors Inc.45,476$2.61M0.1%-3.2%0.327%
1/24/2024 Stratos Wealth Partners LTD.5,648$324K0.0%-17.0%0.041%
1/24/2024 CENTRAL TRUST Co24,236$1.39M0.0%-1.1%0.174%
1/24/2024 Breakwater Capital Group67,637$3.85M1.1%+2.2%0.487%
1/23/2024 Insight Advisors LLC PA3,563$204K0.0%N/A0.026%
1/23/2024StrategIQ Financial Group LLC16,419$942K0.1%-9.0%0.118%
1/23/2024 DAVENPORT & Co LLC427,655$24.54M0.2%+10.4%3.077%
1/22/2024 Great Point Wealth Advisors LLC157,282$9.03M2.3%-11.6%1.132%
1/19/2024 Fifth Third Bancorp580$33K0.0%N/A0.004%
1/19/2024 Hibernia Wealth Partners LLC11,454$657K0.5%-22.7%0.082%
1/16/2024 Raymond James Financial Services Advisors Inc.414,086$23.76M0.0%-4.7%2.979%
1/16/2024 Raymond James & Associates24,264$1.39M0.0%+1.1%0.175%
1/12/2024 GPS Wealth Strategies Group LLC451$26K0.0%-96.8%0.003%
1/11/2024 Raymond James Trust N.A.5,578$320K0.0%-5.4%0.040%
1/8/2024 RVW Wealth LLC20,354$1.17M0.1%-2.1%0.146%
1/5/2024 Apella Capital LLC20,925$1.17M0.1%N/A0.151%
12/7/2023 Financial Insights Inc.6,936$330K0.1%N/A0.050%
12/6/2023 Citigroup Inc.643$33K0.0%N/A0.005%
11/15/2023 Mercer Global Advisors Inc. ADV87,758$4.45M0.0%+70.2%0.631%
11/15/2023 Theory Financial LLC70,118$3.56M2.1%-4.0%0.504%
11/15/2023 Laurel Wealth Advisors LLC6,284$319K0.1%-3.1%0.045%
11/15/2023 Truist Financial Corp562,728$28.55M0.0%-10.3%4.048%
11/14/2023 Synovus Financial Corp120,219$6.10M0.1%+109.5%0.865%
11/14/2023 Mather Group LLC.56,267$2.86M0.1%+1.9%0.405%
11/13/2023 LPL Financial LLC116,638$5.92M0.0%+1.3%0.839%
11/13/2023 Envestnet Asset Management Inc.151,456$7.69M0.0%-19.7%1.090%
11/13/2023 Envestnet Portfolio Solutions Inc.5,664$287K0.0%N/A0.041%
11/13/2023 Kestra Advisory Services LLC36,952$1.88M0.0%-47.0%0.266%
11/9/2023 UBS Group AG1,007,468$51.12M0.0%+35.2%7.248%
11/8/2023 HighTower Advisors LLC203,607$10.33M0.0%+1.5%1.465%
11/8/2023 Janney Montgomery Scott LLC26,826$1.36M0.0%+65.2%0.193%
11/8/2023J.P. Morgan Private Wealth Advisors LLC141,736$7.19M0.0%-5.6%1.020%
11/8/2023 Avantax Advisory Services Inc.5,286$268K0.0%+8.7%0.038%
11/6/2023 Wealthspire Advisors LLC7,195$365K0.0%-5.0%0.052%
11/6/2023 Breakwater Capital Group66,189$3.18M1.1%+17.2%0.476%
11/3/2023 Private Advisor Group LLC133,484$6.77M0.1%+5.8%0.960%
11/1/2023 Investors Research Corp22,970$1.17M0.3%-2.0%0.165%
10/30/2023 Win Advisors Inc.227,807$11.56M5.7%N/A1.639%
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10/26/2023 CENTRAL TRUST Co24,516$1.24M0.0%-26.2%0.176%
10/26/20233D L Capital Management LLC369,398$18.74M6.1%-8.6%2.658%
10/26/2023 GPS Wealth Strategies Group LLC14,308$726K0.1%-5.1%0.103%
10/24/2023 Clearwater Capital Advisors LLC147,783$7.50M0.9%-0.3%1.063%
10/24/2023 Raymond James Financial Services Advisors Inc.434,512$22.05M0.0%+3.2%3.126%
10/24/2023 Raymond James & Associates23,997$1.22M0.0%-1.8%0.173%
10/24/2023 Cambridge Investment Research Advisors Inc.80,185$4.07M0.0%-0.7%0.577%
10/23/2023 Vicus Capital9,632$489K0.1%-14.5%0.069%
10/23/2023Commonwealth Equity Services LLC29,097$1.48M0.0%+3.1%0.209%
10/17/2023 Lauer Wealth LLC89,570$4.47M4.8%+3.1%0.644%
(Data available from 1/1/2016 forward)

EZM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EZM shares?

During the previous two years, 121 institutional investors and hedge funds held shares of WisdomTree U.S. MidCap Fund. The most heavily invested institutionals were UBS Group AG ($64.68M), Bank of America Corp DE ($55.54M), Truist Financial Corp ($30.79M), DAVENPORT & Co LLC ($28.81M), Freedom Investment Management Inc. ($20.80M), 3D L Capital Management LLC ($18.74M), and Raymond James Financial Services Advisors Inc. ($17.79M).Learn more on EZM's institutional investors.

Which institutional investors have been buying WisdomTree U.S. MidCap Fund stock?

Of the 91 institutional investors that purchased WisdomTree U.S. MidCap Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($399.97K), Stratos Wealth Partners LTD. ($386.69K), Freedom Investment Management Inc. ($362.50K), Win Advisors Inc. ($227.81K), Baird Financial Group Inc. ($206.69K), DAVENPORT & Co LLC ($200.77K), and Private Advisor Group LLC ($175.81K).

How much institutional buying is happening at WisdomTree U.S. MidCap Fund?

Institutional investors have bought a total of 3,391,840 shares in the last 24 months. This purchase volume represents approximately $171.14M in transactions.

Which WisdomTree U.S. MidCap Fund major shareholders have been selling company stock?

Of the 62 institutional investors that sold WisdomTree U.S. MidCap Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($506.23K), Truist Financial Corp ($217.10K), Great Point Wealth Advisors LLC ($144.12K), Cambridge Investment Research Advisors Inc. ($93.58K), 3D L Capital Management LLC ($91.36K), Envestnet Asset Management Inc. ($85.46K), and CENTRAL TRUST Co ($83.74K).

How much institutional selling is happening at WisdomTree U.S. MidCap Fund?

Institutional investors have sold a total of 1,780,904 shares in the last 24 months. This volume of shares sold represents approximately $90.40M in transactions.


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This page (NYSEARCA:EZM) was last updated on 5/17/2024 by MarketBeat.com Staff

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