Who Owns EZM?
WisdomTree U.S. MidCap Fund — Institutional Ownership & 13F Holdings
$71.57
-0.48 (-0.67%)
Market Cap
$872.1M
Shares Outstanding
11,510,164
Institutional Holders
137
Total Inst. Value
$934.1M
% of Float Held
—
QoQ Holder Change
+33
Institutional data as of Q1 2025
New Positions
31
Closed Positions
14
Increased
36
Decreased
38
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $581.8M | 9,761 |
| 2 | UBS Group AG | $37.4M | 627,826 |
| 3 | DAVENPORT & Co LLC | $35.5M | 596,134 |
| 4 | BANK OF AMERICA CORP /DE/ | $30.7M | 515,523 |
| 5 | MORGAN STANLEY | $27.1M | 453,970 |
| 6 | TRUIST FINANCIAL CORP | $25.9M | 434,382 |
| 7 | Baird Financial Group, Inc. | $17.4M | 292,141 |
| 8 | Private Advisor Group, LLC | $12.4M | 207,854 |
| 9 | CPC Advisors, LLC | $10.9M | 183,122 |
| 10 | HighTower Advisors, LLC | $10.5M | 176,429 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +261 | $581.8M |
| DAVENPORT & Co LLC | +47K | $35.5M |
| BANK OF AMERICA CORP /DE/ | +24K | $30.7M |
| Private Advisor Group, LLC | +2K | $12.4M |
| CPC Advisors, LLC | +6K | $10.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -605K | $12K |
| UBS Group AG | -179K | $37.4M |
| World Investment Advisors | -71K | $985K |
| MORGAN STANLEY | -48K | $27.1M |
| Lionshead Wealth Management, LLC | -37K | $3.2M |
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Frequently Asked Questions
How many institutional investors hold EZM?
As of Q1 2025, 137 institutional investors report holding EZM (WisdomTree U.S. MidCap Fund) in their 13F filings.
Which hedge fund owns the most EZM?
The largest institutional holder of EZM is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $581.8M in shares.
Are institutions buying or selling EZM?
This quarter, 31 institutions opened new positions in EZM and 14 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.