Who Owns WisdomTree U.S. MidCap Fund (EZM)?Hedge Fund & Institutional Holders

$66.34-0.13 (-0.19%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$51.81$56.81$61.82$66.83$71.83Sep 24Jun 25Mar 26

EZM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Provident Wealth Management, LLCNew Position+98K+$6.6B
Davidson Kahn Capital Management, LLCNew Position+85K+$5.7B
Breakwater Capital GroupNew Position+80K+$5.4B
THEORY FINANCIAL LLCNew Position+71K+$4.9B
Great Point Wealth Advisors, LLCNew Position+50K+$3.3B
Sylvest Advisors, LLCNew Position+49K+$3.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+47K+$3.0B
Westwood Wealth ManagementNew Position+43K+$2.9B
ROYAL BANK OF CANADAIncreased+54K+$2.9B
GHP Investment Advisors, Inc.New Position+39K+$2.6B
Lauer Wealth, LLCNew Position+36K+$2.5B
CENTRAL TRUST CoNew Position+35K+$2.4B
RVW Wealth, LLCNew Position+16K+$1.1B
Orion Porfolio Solutions, LLCNew Position+19K+$1.0B
Amplius Wealth Advisors, LLCNew Position+14K+$940.0M

EZM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-721K-$63.9B
Freedom Investment Management, Inc.Decreased-11K-$20.6B
IEQ CAPITAL, LLCDecreased-2K-$13.5B
HighTower Advisors, LLCDecreased-2K-$10.4B
SYNOVUS FINANCIAL CORPClosed Position-86K-$5.7B
Cetera Investment AdvisersDecreased-7K-$4.7B
Steward Partners Investment Advisory, LLCDecreased-18K-$2.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-26K-$2.0B
WELLS FARGO & COMPANY/MNDecreased-4K-$1.3B
JPMORGAN CHASE & CODecreased-4K-$1.2B
World Investment AdvisorsDecreased-40-$957.9M
Waverly Advisors, LLCDecreased-658-$819.7M
Creative PlanningDecreased-630-$580.5M
CRUX WEALTH ADVISORSDecreased-6K-$379.0M
NewEdge Advisors, LLCDecreased-87-$365.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG599,457$40.0B0.01%Share
2BANK OF AMERICA CORP /DE/388,352$25.0B0.00%Share
3Baird Financial Group, Inc.332,480$22.0B0.03%Share
4Clearwater Capital Advisors, LLC184,395$12.3B1.03%Share
5Private Advisor Group, LLC173,630$11.0B0.05%Share
6ROYAL BANK OF CANADA120,754$8.0B0.00%Share
7JPMORGAN CHASE & CO119,016$7.0B0.00%Share
8RAYMOND JAMES FINANCIAL INC112,752$7.0B0.00%Share
9Provident Wealth Management, LLC98,449$6.6B1.95%Share
10Equitable Holdings, Inc.93,301$6.0B0.04%Share
11Steward Partners Investment Advisory, LLC104,366$6.0B0.03%Share
12BANK OF AMERICA CORP /DE/104,245$6.0B0.00%Share
13Davidson Kahn Capital Management, LLC84,791$5.7B2.94%Share
14Breakwater Capital Group80,120$5.4B0.75%Share
15THEORY FINANCIAL LLC70,629$4.9B1.66%Share
16Great Point Wealth Advisors, LLC49,752$3.3B0.61%Share
17Sylvest Advisors, LLC49,031$3.3B1.75%Share
18NewSquare Capital LLC45,249$3.0B0.27%Share
19WELLS FARGO & COMPANY/MN59,338$3.0B0.00%Share
20COMMONWEALTH EQUITY SERVICES, LLC46,851$3.0B0.00%Share
21AMERIPRISE FINANCIAL INC47,896$3.0B0.00%Share
22Lionshead Wealth Management, LLC43,341$2.9B2.18%Share
23Westwood Wealth Management43,341$2.9B2.18%Share
24GHP Investment Advisors, Inc.39,041$2.6B0.11%Share
25Lauer Wealth, LLC36,414$2.5B1.87%Share
26CENTRAL TRUST Co34,071$2.3B0.04%Share
27RAYMOND JAMES FINANCIAL INC31,673$2.0B0.00%Share
28WELLS FARGO & COMPANY/MN32,317$2.0B0.00%Share
29FLAGSHIP HARBOR ADVISORS, LLC24,744$1.7B0.08%Share
30CRUX WEALTH ADVISORS24,477$1.6B0.61%Share
31Foster Group, Inc.19,404$1.3B0.04%Share
32Mason Investment Advisory Services, Inc.17,434$1.2B0.06%Share
33RVW Wealth, LLC16,165$1.1B0.08%Share
34Orion Porfolio Solutions, LLC19,166$1.0B0.01%Share
35OSAIC HOLDINGS, INC.27,519$1.0B0.00%Share
36Rockefeller Capital Management L.P.17,597$1.0B0.00%Share
37Amplius Wealth Advisors, LLC14,084$940.0M0.08%Share
38Asset Dedication, LLC11,963$799.0M0.05%Share
39Sensible Money, LLC11,866$792.0M0.25%Share
40PACIFIC SUN FINANCIAL CORP10,895$727.0M0.35%Share
41Per Stirling Capital Management, LLC.9,608$641.0M0.07%Share
42Oxler Private Wealth LLC9,270$619.0M0.18%Share
43Envision Financial LLC9,046$604.0M0.32%Share
44CATHY PARETO & ASSOCIATES, INC8,153$544.0M0.38%Share
45PSI Advisors, LLC7,556$504.0M0.13%Share
46Team Financial Group, LLC6,653$444.0M0.20%Share
47S.A. Mason LLC6,079$406.0M0.16%Share
48Golden State Equity Partners6,065$405.0M0.07%Share
49Cornerstone Wealth Management, LLC5,751$384.0M0.02%Share
50Dana Investment Advisors, Inc.5,680$379.0M0.01%Share

EZM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025165$231.9B+77
Q3 202588$281.1B-38
Q2 2025126$284.4B-12
Q1 2025138$323.1B+18
Q4 2024120$2.7T+17
Q3 2024103$31.2T-1
Q2 2024104$18.6T+0
Q1 2024104$18.8T—

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As of Q4 2025, 50 institutional investors hold EZM (WisdomTree U.S. MidCap Fund). The largest holder is UBS Group AG with $40.0B in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own EZM?

As of Q4 2025, 50 institutional investors report holding EZM (WisdomTree U.S. MidCap Fund) in their 13F filings.

Who is the largest institutional holder of EZM?

The largest institutional holder of EZM is UBS Group AG with $40.0B in shares.

Is institutional ownership of EZM increasing or decreasing?

This quarter, 14 institutions opened new positions in EZM and 1 closed their positions.