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Disclosery

EZM WISDOMTREE TR

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US MIDCAP FUND (fund)

184 managers (187 13F filers) reported a position in EZM shares at 2026-06-30, 7,689,400 shares in all. 19 filers opened a position and 4 filers sold out during the quarter.

Managers
184
13F filers
187
New
19
Added
44
Reduced
66
Sold out
4
Shares held by filers
7,689,400

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
DAVENPORT & Co LLC889,118$67.4M0.34%+166,22513F-HRTimeline
UBS Group AGgroup of 2 filers holding545,456$41.3M-53,941Timeline
MORGAN STANLEYin group MORGAN STANLEY469,226$35.6M<0.01%+9,32013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/464,685$35.2M<0.01%-29,96113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP461,410$35M0.04%+22,48513F-HRTimelineGroup
LPL Financial LLC446,533$33.8M0.01%+17,38513F-HRTimeline
Freedom Investment Management, Inc.284,274$21.5M6%-9,77413F-HRTimeline
CPC Advisors, LLC267,688$20.3M2.74%+5,37913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.222,376$16.9M0.02%-100,43813F-HRTimelineGroup
IEQ CAPITAL, LLC203,578$15.4M0.07%013F-HRTimeline
Clearwater Capital Advisors, LLC192,023$14.6M1.07%+36013F-HRTimeline
Private Advisor Group, LLC176,452$13.4M0.06%+1,43113F-HRTimeline
Steward Partners Investment Advisory, L…141,949$10.8M0.05%+37,45213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA141,724$10.7M<0.01%-10,50013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO121,786$9.19M<0.01%+1,78913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN114,836$8.7M<0.01%-27013F-HRTimelineGroup
HighTower Advisors, LLC114,614$8.69M0.01%-26,03113F-HRTimeline
THEORY FINANCIAL LLC109,393$8.29M2.61%+19,83013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC104,998$7.96M<0.01%-2,25113F-HRTimelineGroup
Provident Wealth Management, LLC101,898$7.72M1.99%+2,30713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC84,755$6.42M<0.01%+39513F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …84,335$6.39M0.04%-2,54113F-HRTimelineGroup
Davidson Kahn Capital Management, LLC79,471$6.02M2.59%-1,13513F-HRTimeline
Cambridge Investment Research Advisors,…78,199$5.93M0.01%-2,01213F-HR/ATimeline
Breakwater Capital Group77,786$5.89M0.71%-2,02413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC66,417$5.03M<0.01%+12,01213F-HRTimelineGroup
Sylvest Advisors, LLC62,150$4.71M2.12%+5,25613F-HRTimeline
TopTier Wealth Management, LLC60,687$4.6M2.78%-19713F-HRTimeline
Cetera Investment Advisers59,953$4.54M<0.01%-1,72813F-HRTimeline
NewSquare Capital LLC48,657$3.69M0.27%+1,38313F-HRTimeline
CENTRAL TRUST Co48,505$3.68M0.07%+5,03913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,355$3.66M<0.01%+1,52113F-HRTimeline
Roan Capital Partners47,952$3.63M3.01%+3,92413F-HRTimeline
Great Point Wealth Advisors, LLC46,770$3.54M0.57%-2,08713F-HRTimeline
CULBERTSON A N & CO INC45,015$3.41M0.4%-61013F-HRTimeline
Lionshead Wealth Management, LLC41,401$3.14M2.04%-1,11113F-HRTimeline
OneDigital Investment Advisors LLC41,046$3.11M0.03%+93013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,836$3.02M0.01%+15,31713F-HRTimelineGroup
GHP Investment Advisors, Inc.38,393$2.91M0.11%-18813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.37,457$2.84M0.02%-2,05513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,465$2.76M<0.01%+32,23713F-HRTimelineGroup
Lauer Wealth, LLC35,976$2.69M1.84%-90213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,118$2.59M<0.01%+16,82513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,660$2.32M<0.01%-3,82913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP30,322$2.3M<0.01%-12013F-HR/ATimelineGroup
L & S Advisors Inc30,276$2.29M0.24%+36013F-HRTimeline
Savant Capital, LLC29,160$2.09M0.01%+15,24213F-HRTimeline
Orion Porfolio Solutions, LLC27,447$2.08M0.02%+8,34513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC24,478$1.86M0.07%-26713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,555$1.79M<0.01%-6,93513F-HRTimelineGroup
Ridge Creek Global, Inc22,676$1.72M1.34%-15013F-HRTimeline
CRUX WEALTH ADVISORS21,066$1.6M0.55%-81913F-HRTimeline
Apella Capital, LLC20,925$1.57M0.02%013F-HRTimeline
MATHER GROUP, LLC.20,169$1.53M0.01%-4,58613F-HRTimeline
Janney Montgomery Scott LLC18,392$1.39M<0.01%-2,90013F-HRTimeline
Mason Investment Advisory Services, Inc.17,434$1.32M0.05%013F-HRTimeline
Summit Financial, LLC16,290$1.23M0.01%-1,30113F-HRTimeline
RVW Wealth, LLC16,165$1.23M0.08%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/14,651$1.11M<0.01%013F-HRTimeline
Centric Wealth Management14,140$1.06M0.16%+7,08013F-HRTimeline
Amplius Wealth Advisors, LLC13,382$1.01M0.07%-2,23813F-HRTimeline
Institute for Wealth Management, LLC.12,490$947K0.08%013F-HRTimeline
Asset Dedication, LLC11,963$907K0.06%013F-HRTimeline
Sensible Money, LLC11,866$899K0.24%013F-HRTimeline
World Investment Advisors12,555$844K0.01%013F-HRTimeline
Aurora Private Wealth, Inc.11,080$840K0.53%+6513F-HRTimeline
Pacific Sun Financial Corp10,945$829K0.34%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,667$808K<0.01%+20213F-HRTimelineGroup
Western Wealth Management, LLC10,428$790K0.03%-4,16613F-HRTimeline
LBJ Family Wealth Advisors, Ltd.10,471$790K0.4%+2513F-HRTimeline
Waverly Advisors, LLC10,005$758K<0.01%-1,17513F-HRTimeline
Creative Planningin group Creative Planning9,050$686K<0.01%+87213F-HRTimelineGroup
Per Stirling Capital Management, LLC.9,021$684K0.07%-58913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,570$643K<0.01%-30513F-HRTimeline
Envision Financial LLC8,368$634K0.29%+713F-HRTimeline
Oxler Private Wealth LLC8,366$634K0.18%-50713F-HRTimeline
CATHY PARETO & ASSOCIATES, INC7,870$596K0.35%-30313F-HRTimeline
PSI Advisors, LLC7,331$556K0.13%-22513F-HRTimeline
Cresset Asset Management, LLC6,975$529K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC6,927$525K<0.01%013F-HRTimeline
CVA Family Office, LLC6,912$524K0.05%-39913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding6,688$507K+2,609Timeline
BLAIR WILLIAM & CO/IL6,682$506K<0.01%-11013F-HRTimeline
Team Financial Group, LLC6,576$498K0.21%+1813F-HRTimeline
Wealthspire Advisors, LLC6,423$487K<0.01%-3113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,313$478K<0.01%-3,07613F-HR/ATimeline
S.A. Mason LLC6,079$461K0.14%013F-HRTimeline
Sargent Investment Group, LLC6,075$460K0.06%013F-HRTimeline
Merit Financial Group, LLC6,013$456K<0.01%-11,56113F-HR/ATimeline
Bragg Financial Advisors, Inc5,784$438K0.01%013F-HRTimeline
Bridgelight Financial Advisors, Inc.5,659$429K0.29%+1813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,577$423K<0.01%-15913F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC5,538$420K0.06%-13013F-HRTimeline
Dana Investment Advisors, Inc.5,484$416K0.01%+2613F-HRTimeline
HighPoint Advisor Group LLC5,424$411K0.01%+4713F-HRTimeline
&PARTNERS5,394$409K<0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC5,346$405K0.02%-8913F-HRTimeline
Composition Wealth, LLC5,207$395K<0.01%-1,18613F-HRTimeline
Kingsview Wealth Management, LLC5,149$390K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,912$372K<0.01%-5813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,904$372K0.01%+413F-HRTimelineGroup
VICUS CAPITAL4,877$370K0.02%-2013F-HRTimeline
Fulton Bank, N.A.4,698$356K0.01%013F-HRTimeline
Midwest Trust Co4,483$340K<0.01%-3113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,317$327K0.12%-13813F-HRTimeline
Mariner, LLCin group Mariner, LLC4,254$322K<0.01%-15013F-HRTimelineGroup
Simplicity Wealth,LLC4,226$320K0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,191$318K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC4,170$316K<0.01%-1,29213F-HRTimeline
FMR LLCin group FMR LLC4,124$312K<0.01%+13213F-HRTimelineGroup
Colonial River Investments, LLC4,091$310K0.09%-46913F-HRTimeline
CAPITAL MANAGEMENT CORP /VA4,045$307K0.05%-513F-HRTimeline
Stanich Group LLC3,973$301K0.19%-7013F-HRTimeline
RiverFront Investment Group, LLC3,962$300K<0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.3,922$297K0.02%+8513F-HRTimeline
Acorn Wealth Advisors, LLC3,916$297K0.07%new13F-HRTimeline
IF Advisors, LLC3,765$285K0.19%013F-HRTimeline
Vise Technologies, Inc.3,745$284K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC3,732$283K0.09%-23913F-HRTimeline
Financial Insights, Inc.3,563$270K0.07%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,588$270K<0.01%+23413F-HRTimelineGroup
Principle Wealth Partners LLC3,472$263K0.01%-6413F-HRTimeline
Kaydan Wealth Management, Inc.3,450$261K0.08%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,420$259K<0.01%013F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.3,410$258K0.01%013F-HRTimeline
TIAAgroup of 2 filers holding3,383$256K0Timeline
Astoria Portfolio Advisors LLC.3,377$256K0.04%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,345$253K0.01%+21313F-HRTimeline
Ascension Capital Advisors, Inc.3,300$250K0.07%013F-HRTimeline
Post Resch Tallon Group Inc.3,240$246K0.17%-10013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,198$242K<0.01%new13F-HRTimelineGroup
Align Financial, LLC3,103$235K0.12%013F-HRTimeline
SeaCrest Wealth Management, LLC3,085$234K0.03%013F-HRTimeline
BANTAMAC CAPITAL, LLC3,000$227K0.16%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,995$227K<0.01%013F-HRTimeline
RTD Financial Advisors, Inc.2,842$215K0.02%-1,94813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,825$214K0.04%new13F-HRTimeline
Chicago Partners Investment Group LLC2,728$205K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC2,642$200K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2,370$180K0.05%013F-HRTimeline
EP Wealth Advisors, LLC2,173$165K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,106$160K<0.01%-6113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,094$159K<0.01%-4113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,955$148K<0.01%013F-HRTimelineGroup
Investors Research Corp1,799$136K0.02%013F-HRTimeline
Allworth Financial LP1,739$132K<0.01%+96613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,705$129K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,640$124K<0.01%-92013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,532$116K<0.01%+513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,354$103K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,232$93K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,050$79.6K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC1,032$78.3K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,008$76.4K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC900$67.4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd788$59.7K<0.01%+4813F-HRTimeline
Cassaday & Co Wealth Management LLC744$56.4K<0.01%013F-HRTimeline
AE Wealth Management LLC719$54.5K<0.01%013F-HRTimeline
NFSG Corp632$47.9K0.01%013F-HRTimeline
EPG Wealth Management LLC569$43.1K0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.554$42K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV547$41.5K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.465$35.2K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC455$34.5K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC440$33.3K0.01%-1013F-HRTimeline
TRUST CO OF VERMONT400$30.3K<0.01%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…368$27.9K0.08%-7,80213F-HR/ATimelineGroup
IFP Advisors, Inc343$26K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC306$23.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.291$22.1K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…228$17.3K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC228$17.3K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.200$15.2K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC175$13.3K0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.153$11.6K<0.01%013F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC150$11.4K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC110$8.34K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC92$6.97K<0.01%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.85$6.44K<0.01%013F-HRTimeline
Quent Capital, LLC84$6.37K<0.01%+4413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60$4.55K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…45$3.41K<0.01%013F-HRTimeline
Operose Advisors LLC24$1.82K<0.01%013F-HRTimeline
Strategic Advocates LLC8$606<0.01%013F-HRTimeline