EZM

WisdomTree U.S. MidCap Fund
$66.34-0.13 (-0.19%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.0728061965059945e+260B

Total Value

$2.0728041392400433e+205T

% of Float

Price History

$51.81$56.81$61.82$66.83$71.83Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Align Financial, LLC207,280$207.3M0.12%Share
2DAVENPORT & Co LLC619,650$41.4M0.22%Share
3UBS Group AG599,457$40.0M0.01%Share
4MORGAN STANLEY458,113$30.0M0.00%Share
5BANK OF AMERICA CORP /DE/388,352$25.0M0.00%Share
6Baird Financial Group, Inc.332,480$22.0M0.03%Share
7Freedom Investment Management, Inc.301,519$20.1M5.86%Share
8TRUIST FINANCIAL CORP258,517$17.3M0.02%Share
9CPC Advisors, LLC255,466$17.1M1.72%Share
10LPL Financial LLC249,475$16.0M0.00%Share
11IEQ CAPITAL, LLC203,578$13.0M0.04%Share
12Clearwater Capital Advisors, LLC184,395$12.3M1.03%Share
13Private Advisor Group, LLC173,630$11.0M0.05%Share
14HighTower Advisors, LLC156,080$10.0M0.01%Share
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO70,055$8.3M0.01%Share
16ROYAL BANK OF CANADA120,754$8.0M0.00%Share
17JPMORGAN CHASE & CO119,016$7.0M0.00%Share
18RAYMOND JAMES FINANCIAL INC112,752$7.0M0.00%Share
19TRUIST FINANCIAL CORP101,060$6.8M0.01%Share
20Provident Wealth Management, LLC98,449$6.6M1.95%Share
21Steward Partners Investment Advisory, LLC104,366$6.0M0.03%Share
22Equitable Holdings, Inc.93,301$6.0M0.04%Share
23BANK OF AMERICA CORP /DE/104,245$6.0M0.00%Share
24Davidson Kahn Capital Management, LLC84,791$5.7M2.94%Share
25Breakwater Capital Group80,120$5.4M0.75%Share
26Cambridge Investment Research Advisors, Inc.81,544$5.0M0.01%Share
27ENVESTNET ASSET MANAGEMENT INC85,936$5.0M0.00%Share
28Pinnacle Financial Partners, Inc.86,629$5.0M0.06%Share
29THEORY FINANCIAL LLC70,629$4.9M1.66%Share
30TopTier Wealth Management, LLC60,916$4.1M2.76%Share
31Cetera Investment Advisers64,380$4.0M0.00%Share
32Great Point Wealth Advisors, LLC49,752$3.3M0.61%Share
33Sylvest Advisors, LLC49,031$3.3M1.75%Share
34CULBERTSON A N & CO INC45,710$3.1M0.42%Share
35NewSquare Capital LLC45,249$3.0M0.27%Share
36WELLS FARGO & COMPANY/MN59,338$3.0M0.00%Share
37COMMONWEALTH EQUITY SERVICES, LLC46,851$3.0M0.00%Share
38AMERIPRISE FINANCIAL INC47,896$3.0M0.00%Share
39Lionshead Wealth Management, LLC43,341$2.9M2.18%Share
40Westwood Wealth Management43,341$2.9M2.18%Share
41GHP Investment Advisors, Inc.39,041$2.6M0.11%Share
42Lauer Wealth, LLC36,414$2.5M1.87%Share
43CENTRAL TRUST Co34,071$2.3M0.04%Share
44Corient Private Wealth LLC30,442$2.0M0.00%Share
45Bank of New York Mellon Corp30,063$2.0M0.00%Share
46RAYMOND JAMES FINANCIAL INC31,673$2.0M0.00%Share
47WELLS FARGO & COMPANY/MN32,317$2.0M0.00%Share
48MATHER GROUP, LLC.24,903$1.7M0.02%Share
49FLAGSHIP HARBOR ADVISORS, LLC24,744$1.7M0.08%Share
50CRUX WEALTH ADVISORS24,477$1.6M0.61%Share