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 $531.06M 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 $67.43M, representing an estimated gain of +0.07% 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, Truist Financial Corp, 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
172
Total Reported Value
$531.06M
Largest Holder
Davenport & Co Llc
Largest Position
$67.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
144
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 | $67,430,531 | +$49,961 | +0.07% | |
| Ubs Group Ag | 0.01% | 580,020 | $38,988,944 | $43,988,601 | +$4,999,657 | +12.82% | |
| Truist Financial Corp | 0.04% | 461,410 | $34,967,327 | $34,993,242 | +$25,915 | +0.07% | |
| Bank Of America Corp | 0.00% | 494,646 | $33,250,100 | $37,513,854 | +$4,263,754 | +12.82% | |
| Morgan Stanley | 0.00% | 459,906 | $30,914,979 | $34,879,179 | +$3,964,200 | +12.82% | |
| Lpl Financial Llc | 0.01% | 429,148 | $28,847,344 | $32,546,498 | +$3,699,154 | +12.82% | |
| Baird Financial Group, Inc. | 0.03% | 322,814 | $21,699,589 | $24,482,149 | +$2,782,560 | +12.82% | |
| Cpc Advisors, Llc | 2.74% | 267,688 | $20,286,303 | $20,301,404 | +$15,101 | +0.07% | |
| Freedom Investment Management, Inc. | 5.87% | 294,048 | $19,765,938 | $22,300,542 | +$2,534,604 | +12.82% | |
| Ieq Capital, Llc | 0.06% | 203,578 | $13,684,513 | $15,439,315 | +$1,754,802 | +12.82% | |
| Private Advisor Group, Llc | 0.06% | 176,452 | $13,372,209 | $13,382,084 | +$9,875 | +0.07% | |
| Clearwater Capital Advisors, Llc | 1.04% | 191,663 | $12,883,580 | $14,535,684 | +$1,652,104 | +12.82% | |
| Royal Bank Of Canada | 0.00% | 152,224 | $10,232,000 | $11,544,638 | +$1,312,638 | +12.83% | |
| Hightower Advisors, Llc | 0.01% | 140,645 | $9,454,219 | $10,666,489 | +$1,212,270 | +12.82% | |
| Theory Financial Llc | 2.61% | 109,393 | $8,290,195 | $8,296,343 | +$6,148 | +0.07% | |
| Wells Fargo & Company/Mn | 0.00% | 115,106 | $7,737,433 | $8,729,616 | +$992,183 | +12.82% | |
| Raymond James Financial Inc | 0.00% | 107,249 | $7,209,245 | $8,133,743 | +$924,498 | +12.82% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 104,497 | $7,024,286 | $7,925,032 | +$900,746 | +12.82% | |
| Provident Wealth Management, Llc | 2.02% | 99,591 | $6,694,479 | $7,552,962 | +$858,483 | +12.82% | |
| Davidson Kahn Capital Management, Llc | 2.59% | 79,471 | $6,021,389 | $6,027,065 | +$5,676 | +0.09% | |
| Breakwater Capital Group | 0.71% | 77,786 | $5,894,940 | $5,899,275 | +$4,335 | +0.07% | |
| Pinnacle Financial Partners, Inc. | 0.04% | 86,876 | $5,839,805 | $6,588,658 | +$748,853 | +12.82% | |
| Envestnet Asset Management Inc | 0.00% | 84,360 | $5,670,711 | $6,397,846 | +$727,135 | +12.82% | |
| Sylvest Advisors, Llc | 2.12% | 62,150 | $4,709,951 | $4,713,444 | +$3,493 | +0.07% | |
| Toptier Wealth Management, Llc | 2.78% | 60,687 | $4,599,104 | $4,602,490 | +$3,386 | +0.07% | |
| Cetera Investment Advisers | 0.00% | 61,681 | $4,146,183 | $4,677,875 | +$531,692 | +12.82% | |
| Newsquare Capital Llc | 0.27% | 48,657 | $3,687,403 | $3,690,137 | +$2,734 | +0.07% | |
| Central Trust Co | 0.07% | 48,505 | $3,675,884 | $3,678,609 | +$2,725 | +0.07% | |
| Commonwealth Equity Services, Llc | 0.00% | 48,355 | $3,664,550 | $3,667,234 | +$2,684 | +0.07% | |
| Ameriprise Financial Inc | 0.00% | 54,405 | $3,652,039 | $4,126,064 | +$474,025 | +12.98% | |
| Roan Capital Partners | 3.01% | 47,952 | $3,633,996 | $3,636,670 | +$2,674 | +0.07% | |
| Great Point Wealth Advisors, Llc | 0.57% | 46,770 | $3,544,404 | $3,547,027 | +$2,623 | +0.07% | |
| Culbertson A N & Co Inc | 0.40% | 45,015 | $3,411,399 | $3,413,929 | +$2,530 | +0.07% | |
| Lionshead Wealth Management, Llc | 2.04% | 41,401 | $3,137,580 | $3,139,844 | +$2,264 | +0.07% | |
| Kestra Advisory Services, Llc | 0.01% | 39,836 | $3,018,926 | $3,021,154 | +$2,228 | +0.07% | |
| Ghp Investment Advisors, Inc. | 0.11% | 38,393 | $2,909,568 | $2,911,717 | +$2,149 | +0.07% | |
| Onedigital Investment Advisors Llc | 0.03% | 40,116 | $2,696,622 | $3,042,389 | +$345,767 | +12.82% | |
| Lauer Wealth, Llc | 1.84% | 35,976 | $2,692,922 | $2,728,413 | +$35,491 | +1.32% | |
| Equitable Holdings, Inc. | 0.02% | 39,512 | $2,639,402 | $2,996,582 | +$357,180 | +13.53% | |
| Osaic Holdings, Inc. | 0.00% | 34,489 | $2,318,643 | $2,615,639 | +$296,996 | +12.81% | |
| Bank Of New York Mellon Corp | 0.00% | 32,465 | $2,182,275 | $2,462,139 | +$279,864 | +12.82% | |
| Citadel Advisors Llc | 0.00% | 30,490 | $2,049,538 | $2,312,356 | +$262,818 | +12.82% | |
| Corient Private Wealth Llc | 0.00% | 30,442 | $2,046,312 | $2,308,715 | +$262,403 | +12.82% | |
| Flagship Harbor Advisors, Llc | 0.07% | 24,478 | $1,855,009 | $1,856,407 | +$1,398 | +0.08% | |
| Medallion Wealth Advisors, Llc | 0.12% | 26,986 | $1,719,534 | $2,046,613 | +$327,079 | +19.02% | |
| Crux Wealth Advisors | 0.55% | 21,066 | $1,596,449 | $1,597,641 | +$1,192 | +0.07% | |
| Apella Capital, Llc | 0.02% | 20,925 | $1,567,701 | $1,586,948 | +$19,247 | +1.23% | |
| Ridge Creek Global, Inc | 1.30% | 22,826 | $1,534,387 | $1,731,119 | +$196,732 | +12.82% | |
| Mather Group, Llc. | 0.01% | 20,169 | $1,528,455 | $1,529,613 | +$1,158 | +0.08% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 19,377 | $1,302,522 | $1,469,548 | +$167,026 | +12.82% |
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.