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Disclosery

EZM WISDOMTREE TR

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US MIDCAP FUND (fund)

146 managers (147 13F filers) reported a position in EZM shares at 2024-12-31, 7,864,987 shares in all. 5 filers opened a position and 11 filers sold out during the quarter.

Managers
146
13F filers
147
New
5
Added
41
Reduced
44
Sold out
11
Shares held by filers
7,864,987

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
UBS Group AGin group UBS Group AG806,549$50.4M0.01%-91,90313F-HRTimelineGroup
LPL Financial LLC804,153$50.3M0.02%+677,82513F-HRTimeline
DAVENPORT & Co LLC549,408$34.3M0.2%+33,22013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY501,893$31.4M<0.01%+26,15013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/491,722$30.7M<0.01%-113,01213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP448,601$28M0.04%-29,62313F-HRTimelineGroup
Freedom Investment Management, Inc.311,552$19.5M1.62%-17,98213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.292,225$18.3M0.03%+9,87413F-HRTimelineGroup
Private Advisor Group, LLC206,169$12.9M0.07%+14,98513F-HRTimeline
IEQ CAPITAL, LLC205,093$12.8M0.12%013F-HRTimeline
HighTower Advisors, LLC177,751$11.1M0.02%-1,39213F-HRTimeline
CPC Advisors, LLC177,105$11.1M1.51%+15,48813F-HRTimeline
Clearwater Capital Advisors, LLC166,709$10.4M1.02%+8,31513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO153,407$9.59M<0.01%+33,62813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC131,897$8.24M<0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN131,017$8.19M<0.01%-86513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding123,609$7.73M-3,987Timeline
Cambridge Investment Research Advisors,…107,429$6.71M0.02%-7,44713F-HRTimeline
Steward Partners Investment Advisory, L…102,023$6.38M0.06%+93313F-HRTimeline
Lionshead Wealth Management, LLC89,899$5.62M4.06%13F-HRTimeline
World Investment Advisors87,478$5.47M0.15%-22513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.83,692$5.23M0.05%+4,25913F-HRTimelineGroup
SYNOVUS FINANCIAL CORP83,667$5.23M0.07%-1,20713F-HRTimeline
Breakwater Capital Group81,113$5.07M1.01%+1,23513F-HRTimeline
Lauer Wealth, LLC75,480$4.72M3.16%+2,18313F-HRTimeline
Cetera Investment Advisers75,193$4.7M0.01%-19,70613F-HRTimeline
First Western Trust Bank61,904$3.87M0.18%013F-HRTimeline
Great Point Wealth Advisors, LLC61,096$3.82M0.83%-4,80713F-HRTimeline
Davidson Kahn Capital Management, LLC56,897$3.56M3.3%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,228$3.39M<0.01%+14,97113F-HRTimeline
THEORY FINANCIAL LLC52,434$3.28M1.37%-66813F-HRTimeline
Janney Montgomery Scott LLC51,070$3.19M0.01%+2,20213F-HRTimeline
CULBERTSON A N & CO INC46,387$2.9M0.46%-5013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp45,652$2.85M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,855$2.8M0.02%+6,35713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,023$2.69M<0.01%-5,95213F-HRTimelineGroup
GHP Investment Advisors, Inc.42,653$2.67M0.12%-1,18613F-HRTimeline
CRUX WEALTH ADVISORS42,087$2.63M1.46%13F-HRTimeline
NewSquare Capital LLC35,868$2.24M0.18%+81813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC32,839$2.05M<0.01%+1,75813F-HRTimelineGroup
Northeast Financial Consultants Inc32,505$2.03M0.09%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,496$1.84M<0.01%-68813F-HR/ATimelineGroup
MATHER GROUP, LLC.28,224$1.76M0.02%+3,18813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC27,086$1.69M0.09%-29213F-HRTimeline
CENTRAL TRUST Co25,969$1.62M0.04%+3,78313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,472$1.4M<0.01%-5,03513F-HRTimelineGroup
Apella Capital, LLC20,925$1.31M0.05%013F-HRTimeline
L & S Advisors Inc19,926$1.25M0.14%-2,56913F-HRTimeline
RVW Wealth, LLC17,617$1.1M0.1%013F-HRTimeline
Mason Investment Advisory Services, Inc.17,434$1.09M0.06%013F-HRTimeline
Western Wealth Management, LLC16,414$1.03M0.07%-20413F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,133$1.01M<0.01%-1,62313F-HRTimelineGroup
Waverly Advisors, LLC15,338$959K0.01%-18313F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/14,651$916K<0.01%-1,35013F-HRTimeline
Envision Financial LLC13,645$853K0.68%13F-HR/ATimeline
Wealthspire Advisors, LLC13,194$825K0.01%+6,31013F-HRTimeline
Team Financial Group, LLC12,899$806K0.46%-5,35413F-HRTimeline
Institute for Wealth Management, LLC.12,790$800K0.1%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,450$778K0.01%+45013F-HRTimelineGroup
Sensible Money, LLC12,046$753K0.33%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,998$750K<0.01%+2,57313F-HRTimeline
Asset Dedication, LLC11,963$748K0.06%013F-HRTimeline
Oxler Private Wealth LLC11,266$704K0.23%-1,92013F-HRTimeline
Pacific Sun Financial Corp11,200$700K0.38%013F-HRTimeline
Aurora Private Wealth, Inc.10,855$679K0.51%+3613F-HRTimeline
CATHY PARETO & ASSOCIATES, INC10,827$677K0.62%13F-HRTimeline
LBJ Family Wealth Advisors, Ltd.10,736$671K0.4%+2713F-HR/ATimeline
Creative Planningin group Creative Planning10,694$668K<0.01%-61113F-HRTimelineGroup
Per Stirling Capital Management, LLC.9,967$623K0.09%+213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,500$594K<0.01%-87913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,928$558K<0.01%+54513F-HR/ATimeline
PSI Advisors, LLC8,065$504K0.15%-22813F-HRTimeline
NewEdge Advisors, LLC7,943$497K<0.01%-23013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,827$489K<0.01%+21513F-HRTimelineGroup
Sargent Investment Group, LLC7,805$485K0.08%+2,10013F-HRTimeline
Centric Wealth Management7,250$453K0.12%+2213F-HRTimeline
CVA Family Office, LLC7,236$452K0.07%+113F-HRTimeline
Cresset Asset Management, LLC6,975$436K<0.01%-6,97513F-HRTimeline
Beacon Pointe Advisors, LLC6,927$433K<0.01%+50013F-HRTimeline
Investors Research Corp6,837$427K0.09%-14113F-HRTimeline
MML INVESTORS SERVICES, LLC6,353$397K<0.01%-3413F-HRTimeline
Unified Investment Management6,318$395K0.45%13F-HRTimeline
UNIONVIEW, LLC6,283$393K0.29%+2113F-HRTimeline
Financial Insights, Inc.6,111$382K0.14%-82513F-HRTimeline
S.A. Mason LLC6,079$380K0.2%-1,00013F-HRTimeline
VICUS CAPITAL6,000$375K0.03%-75013F-HRTimeline
Note Advisors, LLC5,718$357K0.32%13F-HRTimeline
BLAIR WILLIAM & CO/IL5,350$334K<0.01%+4,58513F-HRTimeline
Kingsview Wealth Management, LLC5,049$316K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC5,096$314K0.16%13F-HRTimeline
Cornerstone Wealth Management, LLC4,689$293K0.02%-19413F-HRTimeline
CAPITAL MANAGEMENT CORP /VA4,586$287K0.05%+20313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,575$286K0.01%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,455$278K0.15%013F-HRTimeline
McKinley Carter Wealth Services, Inc.4,364$273K0.02%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,191$262K<0.01%013F-HRTimelineGroup
Stanich Group LLC4,118$257K0.19%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,062$254K<0.01%-21,68713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,789$237K<0.01%-1013F-HRTimelineGroup
Post Resch Tallon Group Inc.3,750$233K0.22%13F-HRTimeline
COMERICA BANK3,695$231K<0.01%+413F-HR/ATimeline
FINANCIAL COUNSELORS INC3,683$230K<0.01%013F-HRTimeline
Principle Wealth Partners LLC3,500$219K0.02%013F-HRTimeline
Kaydan Wealth Management, Inc.3,450$216K0.07%013F-HRTimeline
Astoria Portfolio Advisors LLC.3,377$214K0.08%013F-HRTimeline
Dana Investment Advisors, Inc.3,410$213K0.01%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,310$207K<0.01%-7913F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC3,291$206K0.04%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,230$202K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC3,209$201K0.01%+1113F-HRTimeline
CWM, LLCin group CWM, LLC2,866$179K<0.01%+2,35613F-HRTimelineGroup
FMR LLCin group FMR LLC2,610$163K<0.01%-3,34113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,560$160K<0.01%+15013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,370$148K0.06%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,403$87.7K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,250$78.1K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,241$77.6K<0.01%new13F-HRTimelineGroup
Horizons Wealth Management1,233$77.1K0.06%013F-HRTimeline
Capital Advisors, Ltd. LLC1,232$77K0.01%013F-HRTimeline
Financial Freedom, LLC1,067$66.7K0.04%+113F-HRTimeline
Golden State Wealth Management, LLC1,050$65.6K0.01%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC900$56.3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd785$49.1K<0.01%-5513F-HRTimeline
Sugarloaf Wealth Management, LLC750$46.9K0.01%013F-HRTimeline
NFSG Corp632$39.5K0.01%013F-HRTimeline
Global Retirement Partners, LLC594$37.1K<0.01%-1,57413F-HRTimeline
OAKWORTH CAPITAL, INC.554$34.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV547$34.2K<0.01%013F-HRTimeline
Northwest Capital Management Inc510$31.9K0.01%013F-HRTimeline
Continuum Advisory, LLC455$28.4K<0.01%013F-HRTimeline
AE Wealth Management LLC427$26.7K<0.01%new13F-HRTimeline
Allworth Financial LP394$25.6K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT400$25K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC346$21.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.332$20.7K<0.01%+213F-HRTimeline
Bristlecone Advisors, LLC330$20.6K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC306$19.1K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP257$16.1K<0.01%new13F-HRTimelineGroup
EPG Wealth Management LLC169$10.6K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.159$9.94K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC115$7.18K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.90$5.63K<0.01%013F-HRTimelineGroup
Ransom Advisory, Ltd68$4.25K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…45$2.81K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC9$559<0.01%-3413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.