WISDOMTREE US MIDCAP FUND (EZM) Institutional Ownership and Insiders Activity
WISDOMTREE US MIDCAP FUND (EZM) is widely held by institutional investors, with 178 firms reporting positions valued at approximately $564.26M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Davenport & Co Llc is the largest disclosed holder, reporting approximately $75.57M in EZM holdings in its latest filing.
Institutional Holders
178
Total Reported Value
$564.26M
Largest Holder
Davenport & Co Llc
Largest Position
$75.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
14
Top Institutional Owners
View allInvestorReported Balance
- Davenport & Co Llc$75.57M
- Ubs Group Ag$39.87M
- Morgan Stanley$35.56M
- Bank Of America Corp$35.22M
- Truist Financial Corp$34.44M