WISDOMTREE US MIDCAP FUND (EZM) Institutional Shareholders
WISDOMTREE US MIDCAP FUND (EZM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $561.82M in EZM holdings during the latest filing period.
Davenport & Co Llc is currently the largest disclosed institutional shareholder of EZM tracked by InsiderSet, reporting ownership valued at approximately $67.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $65.77M, representing an estimated loss of -2.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed EZM value among the investors covered in this analysis. Major shareholders include Davenport & Co Llc, Ubs Group Ag, Morgan Stanley, and several other long-term asset managers with concentrated positions in WISDOMTREE US MIDCAP FUND (EZM).
This page ranks the largest institutional EZM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
175
Total Reported Value
$561.82M
Largest Holder
Davenport & Co Llc
Largest Position
$67.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Davenport & Co Llc | 0.34% | 889,118 | $67,380,570 | $65,768,058 | -$1,612,512 | -2.39% | |
| Ubs Group Ag | 0.01% | 526,139 | $39,872,918 | $38,918,502 | -$954,416 | -2.39% | |
| Morgan Stanley | 0.00% | 469,226 | $35,559,727 | $34,708,647 | -$851,080 | -2.39% | |
| Bank Of America Corp | 0.00% | 464,685 | $35,215,352 | $34,372,749 | -$842,603 | -2.39% | |
| Truist Financial Corp | 0.04% | 461,410 | $34,967,327 | $34,130,498 | -$836,829 | -2.39% | |
| Lpl Financial Llc | 0.01% | 446,533 | $33,839,867 | $33,030,046 | -$809,821 | -2.39% | |
| Freedom Investment Management, Inc. | 6.00% | 284,274 | $21,543,328 | $21,027,748 | -$515,580 | -2.39% | |
| Cpc Advisors, Llc | 2.74% | 267,688 | $20,286,303 | $19,800,881 | -$485,422 | -2.39% | |
| Baird Financial Group, Inc. | 0.02% | 222,376 | $16,852,456 | $16,449,153 | -$403,303 | -2.39% | |
| Ieq Capital, Llc | 0.07% | 203,578 | $15,427,874 | $15,058,665 | -$369,209 | -2.39% | |
| Clearwater Capital Advisors, Llc | 1.07% | 192,023 | $14,552,165 | $14,203,941 | -$348,224 | -2.39% | |
| Private Advisor Group, Llc | 0.06% | 176,452 | $13,372,209 | $13,052,154 | -$320,055 | -2.39% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 141,949 | $10,757,431 | $10,499,968 | -$257,463 | -2.39% | |
| Royal Bank Of Canada | 0.00% | 141,724 | $10,741,000 | $10,483,324 | -$257,676 | -2.40% | |
| Jpmorgan Chase & Co | 0.00% | 121,786 | $9,193,689 | $9,008,510 | -$185,179 | -2.01% | |
| Wells Fargo & Company/Mn | 0.00% | 114,836 | $8,702,740 | $8,494,419 | -$208,321 | -2.39% | |
| Theory Financial Llc | 2.61% | 109,393 | $8,290,195 | $8,091,800 | -$198,395 | -2.39% | |
| Raymond James Financial Inc | 0.00% | 104,998 | $7,957,067 | $7,766,702 | -$190,365 | -2.39% | |
| Provident Wealth Management, Llc | 1.99% | 101,898 | $7,722,205 | $7,537,395 | -$184,810 | -2.39% | |
| Envestnet Asset Management Inc | 0.00% | 84,755 | $6,423,074 | $6,269,327 | -$153,747 | -2.39% | |
| Pinnacle Financial Partners, Inc. | 0.04% | 84,335 | $6,391,210 | $6,238,260 | -$152,950 | -2.39% | |
| Davidson Kahn Capital Management, Llc | 2.59% | 79,471 | $6,021,389 | $5,878,470 | -$142,919 | -2.37% | |
| Breakwater Capital Group | 0.71% | 77,786 | $5,894,940 | $5,753,830 | -$141,110 | -2.39% | |
| Ameriprise Financial Inc | 0.00% | 66,417 | $5,033,318 | $4,912,865 | -$120,453 | -2.39% | |
| Sylvest Advisors, Llc | 2.12% | 62,150 | $4,709,951 | $4,597,236 | -$112,716 | -2.39% | |
| Toptier Wealth Management, Llc | 2.78% | 60,687 | $4,599,104 | $4,489,017 | -$110,087 | -2.39% | |
| Cetera Investment Advisers | 0.00% | 59,953 | $4,543,432 | $4,434,723 | -$108,709 | -2.39% | |
| Newsquare Capital Llc | 0.27% | 48,657 | $3,687,403 | $3,599,158 | -$88,245 | -2.39% | |
| Central Trust Co | 0.07% | 48,505 | $3,675,884 | $3,587,915 | -$87,969 | -2.39% | |
| Commonwealth Equity Services, Llc | 0.00% | 48,355 | $3,664,550 | $3,576,819 | -$87,731 | -2.39% | |
| Roan Capital Partners | 3.01% | 47,952 | $3,633,996 | $3,547,009 | -$86,987 | -2.39% | |
| Great Point Wealth Advisors, Llc | 0.57% | 46,770 | $3,544,404 | $3,459,577 | -$84,827 | -2.39% | |
| Culbertson A N & Co Inc | 0.40% | 45,015 | $3,411,399 | $3,329,760 | -$81,639 | -2.39% | |
| Lionshead Wealth Management, Llc | 2.04% | 41,401 | $3,137,580 | $3,062,432 | -$75,148 | -2.40% | |
| Onedigital Investment Advisors Llc | 0.03% | 41,046 | $3,110,595 | $3,036,173 | -$74,422 | -2.39% | |
| Kestra Advisory Services, Llc | 0.01% | 39,836 | $3,018,926 | $2,946,669 | -$72,257 | -2.39% | |
| Ghp Investment Advisors, Inc. | 0.11% | 38,393 | $2,909,568 | $2,839,930 | -$69,638 | -2.39% | |
| Equitable Holdings, Inc. | 0.02% | 37,457 | $2,838,627 | $2,770,694 | -$67,933 | -2.39% | |
| Susquehanna International Group, Llp | 0.00% | 36,465 | $2,763,449 | $2,697,316 | -$66,133 | -2.39% | |
| Lauer Wealth, Llc | 1.84% | 35,976 | $2,692,922 | $2,661,145 | -$31,777 | -1.18% | |
| Rockefeller Capital Management L.P. | 0.00% | 34,118 | $2,585,645 | $2,523,708 | -$61,937 | -2.40% | |
| Osaic Holdings, Inc. | 0.00% | 30,660 | $2,323,531 | $2,267,920 | -$55,611 | -2.39% | |
| Corient Private Wealth Llc | 0.00% | 30,322 | $2,297,912 | $2,242,918 | -$54,994 | -2.39% | |
| Savant Capital, Llc | 0.01% | 29,160 | $2,093,372 | $2,156,965 | +$63,593 | +3.04% | |
| Orion Porfolio Solutions, Llc | 0.02% | 27,447 | $2,080,060 | $2,030,255 | -$49,805 | -2.39% | |
| Flagship Harbor Advisors, Llc | 0.07% | 24,478 | $1,855,009 | $1,810,638 | -$44,371 | -2.39% | |
| Citadel Advisors Llc | 0.00% | 23,555 | $1,785,083 | $1,742,363 | -$42,720 | -2.39% | |
| Ridge Creek Global, Inc | 1.34% | 22,676 | $1,718,495 | $1,677,344 | -$41,151 | -2.39% | |
| Crux Wealth Advisors | 0.55% | 21,066 | $1,596,449 | $1,558,252 | -$38,197 | -2.39% | |
| Apella Capital, Llc | 0.02% | 20,925 | $1,567,701 | $1,547,822 | -$19,879 | -1.27% |
Frequently asked questions about EZM
Who owns the most EZM stock?
The largest holders of EZM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE US MIDCAP FUND (EZM).
Is EZM widely held by superinvestors?
Many widely followed stocks like EZM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EZM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.