EZM Institutional Ownership & Shareholders
WISDOMTREE US MIDCAP FUND (EZM) is currently held by 180 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $564.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Davenport & Co Llc is currently the largest disclosed institutional shareholder of EZM tracked by InsiderSet, reporting ownership valued at approximately $75.57M in its September 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 $79.56M, representing an estimated gain of +5.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% 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
180
Total Reported Value
$564.45M
Largest Holder
Davenport & Co Llc
Largest Position
$75.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Davenport & Co Llc | 0.39% | 1,054,847 | $75,569,211 | $79,556,561 | +$3,987,350 | +5.28% | |
| Ubs Group Ag | 0.01% | 526,139 | $39,872,918 | $39,681,403 | -$191,515 | -0.48% | |
| Morgan Stanley | 0.00% | 469,226 | $35,559,727 | $35,389,025 | -$170,702 | -0.48% | |
| Bank Of America Corp | 0.00% | 464,685 | $35,215,352 | $35,046,543 | -$168,809 | -0.48% | |
| Truist Financial Corp | 0.04% | 480,702 | $34,437,470 | $36,254,545 | +$1,817,075 | +5.28% | |
| Lpl Financial Llc | 0.01% | 446,533 | $33,839,867 | $33,677,519 | -$162,348 | -0.48% | |
| Freedom Investment Management, Inc. | 6.00% | 284,274 | $21,543,328 | $21,439,945 | -$103,383 | -0.48% | |
| Cpc Advisors, Llc | 2.65% | 271,392 | $19,442,530 | $20,468,385 | +$1,025,855 | +5.28% | |
| Baird Financial Group, Inc. | 0.02% | 222,376 | $16,852,456 | $16,771,598 | -$80,858 | -0.48% | |
| Ieq Capital, Llc | 0.07% | 203,578 | $15,427,874 | $15,353,853 | -$74,021 | -0.48% | |
| Clearwater Capital Advisors, Llc | 1.07% | 192,023 | $14,552,165 | $14,482,375 | -$69,790 | -0.48% | |
| Private Advisor Group, Llc | 0.06% | 176,452 | $13,372,209 | $13,308,010 | -$64,199 | -0.48% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 141,949 | $10,757,431 | $10,705,794 | -$51,637 | -0.48% | |
| Royal Bank Of Canada | 0.00% | 141,724 | $10,741,000 | $10,688,824 | -$52,176 | -0.49% | |
| Jpmorgan Chase & Co | 0.00% | 121,786 | $9,193,689 | $9,185,100 | -$8,589 | -0.09% | |
| Wells Fargo & Company/Mn | 0.00% | 114,836 | $8,702,740 | $8,660,931 | -$41,809 | -0.48% | |
| Theory Financial Llc | 2.61% | 109,393 | $8,290,195 | $8,250,420 | -$39,775 | -0.48% | |
| Raymond James Financial Inc | 0.00% | 104,998 | $7,957,067 | $7,918,949 | -$38,118 | -0.48% | |
| Envestnet Asset Management Inc | 0.00% | 84,755 | $6,423,074 | $6,392,222 | -$30,852 | -0.48% | |
| Pinnacle Financial Partners, Inc. | 0.04% | 84,335 | $6,391,210 | $6,360,546 | -$30,664 | -0.48% | |
| Breakwater Capital Group | 0.69% | 81,381 | $5,830,131 | $6,137,755 | +$307,624 | +5.28% | |
| Provident Wealth Management, Llc | 1.83% | 72,188 | $5,171,526 | $5,444,419 | +$272,893 | +5.28% | |
| Ameriprise Financial Inc | 0.00% | 66,417 | $5,033,318 | $5,009,170 | -$24,148 | -0.48% | |
| Davidson Kahn Capital Management, Llc | 1.93% | 68,304 | $4,893,274 | $5,151,488 | +$258,214 | +5.28% | |
| Sylvest Advisors, Llc | 2.05% | 64,130 | $4,594,273 | $4,836,685 | +$242,412 | +5.28% | |
| Cetera Investment Advisers | 0.00% | 59,953 | $4,543,432 | $4,521,655 | -$21,777 | -0.48% | |
| Toptier Wealth Management, Llc | 2.50% | 59,804 | $4,284,350 | $4,510,418 | +$226,068 | +5.28% | |
| Newsquare Capital Llc | 0.27% | 48,657 | $3,687,403 | $3,669,711 | -$17,692 | -0.48% | |
| Central Trust Co | 0.07% | 48,505 | $3,675,884 | $3,658,247 | -$17,637 | -0.48% | |
| Roan Capital Partners | 2.58% | 49,158 | $3,521,690 | $3,707,496 | +$185,806 | +5.28% | |
| Commonwealth Equity Services, Llc | 0.00% | 47,051 | $3,370,760 | $3,548,586 | +$177,826 | +5.28% | |
| Kestra Advisory Services, Llc | 0.01% | 44,594 | $3,194,691 | $3,363,279 | +$168,588 | +5.28% | |
| Culbertson A N & Co Inc | 0.37% | 44,045 | $3,155,384 | $3,321,874 | +$166,490 | +5.28% | |
| Onedigital Investment Advisors Llc | 0.03% | 41,046 | $3,110,595 | $3,095,689 | -$14,906 | -0.48% | |
| Great Point Wealth Advisors, Llc | 0.47% | 41,031 | $2,939,433 | $3,094,558 | +$155,125 | +5.28% | |
| Lionshead Wealth Management, Llc | 1.97% | 40,660 | $2,912,913 | $3,066,577 | +$153,664 | +5.28% | |
| Equitable Holdings, Inc. | 0.02% | 37,457 | $2,838,627 | $2,825,007 | -$13,620 | -0.48% | |
| Susquehanna International Group, Llp | 0.00% | 36,465 | $2,763,449 | $2,750,190 | -$13,259 | -0.48% | |
| Ghp Investment Advisors, Inc. | 0.10% | 38,240 | $2,739,522 | $2,884,061 | +$144,539 | +5.28% | |
| Rockefeller Capital Management L.P. | 0.00% | 34,118 | $2,585,645 | $2,573,180 | -$12,465 | -0.48% | |
| Lauer Wealth, Llc | 1.79% | 35,590 | $2,581,339 | $2,684,198 | +$102,859 | +3.98% | |
| Osaic Holdings, Inc. | 0.00% | 30,660 | $2,323,531 | $2,312,377 | -$11,154 | -0.48% | |
| Corient Private Wealth Llc | 0.00% | 30,322 | $2,297,912 | $2,286,885 | -$11,027 | -0.48% | |
| L & S Advisors Inc | 0.24% | 30,276 | $2,294,429 | $2,283,416 | -$11,013 | -0.48% | |
| Savant Capital, Llc | 0.01% | 29,160 | $2,093,372 | $2,199,247 | +$105,875 | +5.06% | |
| Orion Porfolio Solutions, Llc | 0.02% | 27,447 | $2,080,060 | $2,070,053 | -$10,007 | -0.48% | |
| Envision Financial Llc | 0.85% | 21,986 | $1,925,005 | $1,658,184 | -$266,821 | -13.86% | |
| Citadel Advisors Llc | 0.00% | 23,555 | $1,785,083 | $1,776,518 | -$8,565 | -0.48% | |
| Flagship Harbor Advisors, Llc | 0.07% | 24,479 | $1,753,640 | $1,846,206 | +$92,566 | +5.28% | |
| Ridge Creek Global, Inc | 1.34% | 22,676 | $1,718,495 | $1,710,224 | -$8,271 | -0.48% |
Frequently asked questions about EZM
Who are the largest institutional holders of EZM?
The largest institutional holders of EZM reported in the latest SEC Form 13F filings include Davenport & Co Llc, Ubs Group Ag, Morgan Stanley, Bank Of America Corp, and Truist Financial Corp. InsiderSet ranks institutional holders by their latest reported EZM position.
What is EZM institutional ownership?
This page tracks EZM positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE US MIDCAP FUND (EZM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EZM?
InsiderSet currently tracks 180 institutional managers reporting EZM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EZM shareholders.
How much EZM stock do institutions own?
Institutional investment managers disclosed approximately $564.45M in EZM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EZM institutional ownership last updated?
The latest EZM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EZM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EZM position after the reporting date.
Are institutions buying or selling EZM?
Institutional buying and selling can be analyzed by comparing EZM positions across consecutive 13F reporting periods. InsiderSet's EZM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EZM ownership changes.
How has EZM institutional ownership changed over time?
InsiderSet tracks EZM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.