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Disclosery

EZM WISDOMTREE TR

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US MIDCAP FUND (fund)

141 managers (141 13F filers) reported a position in EZM shares at 2025-03-31, 6,977,270 shares in all. 10 filers opened a position and 13 filers sold out during the quarter.

Managers
141
13F filers
141
New
10
Added
41
Reduced
46
Sold out
13
Shares held by filers
6,977,270

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 AG627,826$37.4M0.01%-178,72313F-HRTimelineGroup
DAVENPORT & Co LLC596,134$35.5M0.21%+46,72613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/515,523$30.7M<0.01%+23,80113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY453,970$27.1M<0.01%-47,92313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP434,382$25.9M0.04%-14,21913F-HRTimelineGroup
Freedom Investment Management, Inc.312,115$18.6M1.56%+56313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.292,141$17.4M0.03%-8413F-HRTimelineGroup
Private Advisor Group, LLC207,854$12.4M0.07%+1,68513F-HRTimeline
IEQ CAPITAL, LLC205,093$12.2M0.1%013F-HRTimeline
LPL Financial LLC198,964$11.9M<0.01%-605,18913F-HRTimeline
CPC Advisors, LLC183,122$10.9M1.5%+6,01713F-HRTimeline
HighTower Advisors, LLC176,429$10.5M0.01%-1,32213F-HRTimeline
Clearwater Capital Advisors, LLC171,741$10.2M0.99%+5,03213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC161,522$9.63M<0.01%+29,62513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO155,078$9.24M<0.01%+1,67113F-HRTimelineGroup
Steward Partners Investment Advisory, L…104,832$6.25M0.06%+2,80913F-HRTimeline
Cambridge Investment Research Advisors,…102,102$6.08M0.02%-5,32713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN97,953$5.84M<0.01%-33,06413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding92,397$5.51M-31,212Timeline
Provident Wealth Management, LLC91,457$5.45M1.88%new13F-HRTimeline
SYNOVUS FINANCIAL CORP89,272$5.32M0.07%+5,60513F-HRTimeline
Breakwater Capital Group89,242$5.32M0.95%+8,12913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.88,121$5.25M0.05%+4,42913F-HRTimelineGroup
Lauer Wealth, LLC78,026$4.48M3.47%+2,54613F-HRTimeline
THEORY FINANCIAL LLC67,911$4.05M1.71%+15,47713F-HRTimeline
Davidson Kahn Capital Management, LLC66,886$3.99M3.08%+9,98913F-HRTimeline
Cetera Investment Advisers65,948$3.93M0.01%-9,24513F-HRTimeline
Janney Montgomery Scott LLC64,051$3.82M0.01%+12,98113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,287$3.65M0.01%+7,05913F-HRTimeline
Great Point Wealth Advisors, LLC59,905$3.57M0.77%-1,19113F-HRTimeline
Lionshead Wealth Management, LLC52,977$3.16M3.28%-36,92213F-HRTimeline
CULBERTSON A N & CO INC46,368$2.76M0.44%-1913F-HRTimeline
CRUX WEALTH ADVISORS41,570$2.48M1.29%-51713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA40,964$2.44M<0.01%-2,05913F-HR/ATimelineGroup
GHP Investment Advisors, Inc.40,774$2.43M0.12%-1,87913F-HRTimeline
NewSquare Capital LLC36,606$2.18M0.18%+73813F-HRTimeline
Sylvest Advisors, LLC35,444$2.11M1.32%new13F-HRTimeline
Northeast Financial Consultants Inc32,505$1.94M0.09%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,217$1.86M<0.01%-1,62213F-HRTimelineGroup
CENTRAL TRUST Co28,478$1.7M0.04%+2,50913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC27,099$1.62M0.08%+1313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,186$1.56M<0.01%-3,31013F-HRTimelineGroup
MATHER GROUP, LLC.25,784$1.54M0.02%-2,44013F-HRTimeline
L & S Advisors Inc21,579$1.29M0.16%+1,65313F-HRTimeline
Apella Capital, LLC20,925$1.19M0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,973$1.13M0.01%-25,88213F-HRTimelineGroup
RVW Wealth, LLC17,558$1.05M0.1%-5913F-HRTimeline
Mason Investment Advisory Services, Inc.17,434$1.04M0.06%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,211$1.03M0.01%+5,21313F-HRTimeline
World Investment Advisors16,522$985K0.03%-70,95613F-HRTimeline
Western Wealth Management, LLC16,318$973K0.06%-9613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,217$967K<0.01%+8413F-HRTimelineGroup
Waverly Advisors, LLC14,851$885K0.01%-48713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/14,651$874K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.12,790$762K0.1%013F-HRTimeline
Envision Financial LLC12,382$738K0.56%-1,26313F-HRTimeline
Sensible Money, LLC12,046$718K0.31%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,000$715K0.01%-45013F-HR/ATimelineGroup
Asset Dedication, LLC11,963$713K0.06%013F-HRTimeline
Oxler Private Wealth LLC11,299$673K0.24%+3313F-HRTimeline
Pacific Sun Financial Corp10,955$653K0.37%-24513F-HRTimeline
Aurora Private Wealth, Inc.10,889$649K0.52%+3413F-HR/ATimeline
LBJ Family Wealth Advisors, Ltd.10,761$641K0.41%+2513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,186$607K<0.01%new13F-HRTimelineGroup
Per Stirling Capital Management, LLC.9,969$594K0.09%+213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC9,781$583K0.52%-1,04613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,761$582K<0.01%+26113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,473$565K<0.01%+54513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,634$515K<0.01%+4,57213F-HR/ATimelineGroup
Creative Planningin group Creative Planning8,632$514K<0.01%-2,06213F-HRTimelineGroup
Team Financial Group, LLC8,400$501K0.29%-4,49913F-HRTimeline
Belpointe Asset Management LLC8,258$492K0.03%new13F-HRTimeline
Sargent Investment Group, LLC7,805$465K0.07%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,742$461K<0.01%-8513F-HRTimelineGroup
PSI Advisors, LLC7,675$457K0.15%-39013F-HRTimeline
CVA Family Office, LLC7,268$433K0.07%+3213F-HRTimeline
Centric Wealth Management7,267$433K0.11%+1713F-HRTimeline
NewEdge Advisors, LLC7,076$422K<0.01%-86713F-HRTimeline
BLAIR WILLIAM & CO/IL6,982$416K<0.01%+1,63213F-HRTimeline
Cresset Asset Management, LLC6,975$416K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC6,927$413K<0.01%013F-HRTimeline
Investors Research Corp6,753$402K0.09%-8413F-HRTimeline
Wealthspire Advisors, LLC6,739$402K<0.01%-6,45513F-HRTimeline
S.A. Mason LLC6,079$362K0.19%013F-HRTimeline
VICUS CAPITAL5,827$347K0.03%-17313F-HRTimeline
Note Advisors, LLC5,718$341K0.28%013F-HRTimeline
Kingsview Wealth Management, LLC5,049$301K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC4,972$297K0.13%-12413F-HRTimeline
MML INVESTORS SERVICES, LLC4,829$288K<0.01%-1,52413F-HRTimeline
CAPITAL MANAGEMENT CORP /VA4,588$273K0.05%+213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,575$273K0.01%013F-HRTimeline
Cornerstone Wealth Management, LLC4,572$272K0.02%-11713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,455$266K0.15%013F-HRTimeline
McKinley Carter Wealth Services, Inc.4,208$251K0.02%-15613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,191$250K<0.01%013F-HRTimelineGroup
Stanich Group LLC4,118$245K0.18%013F-HRTimeline
TWO SIGMA SECURITIES, LLC3,977$237K0.04%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC3,789$226K<0.01%013F-HRTimelineGroup
Unified Investment Management3,770$225K0.27%-2,54813F-HRTimeline
FMR LLCin group FMR LLC3,758$224K<0.01%+1,14813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,705$221K<0.01%+47513F-HRTimeline
Post Resch Tallon Group Inc.3,710$220K0.22%-4013F-HRTimeline
FINANCIAL COUNSELORS INC3,683$220K<0.01%013F-HRTimeline
Revolve Wealth Partners, LLC3,616$216K0.03%new13F-HRTimeline
BlueChip Wealth Advisors LLC3,610$215K0.11%new13F-HRTimeline
Financial Insights, Inc.3,563$212K0.08%-2,54813F-HRTimeline
Principle Wealth Partners LLC3,500$209K0.01%013F-HRTimeline
Kaydan Wealth Management, Inc.3,450$206K0.07%013F-HRTimeline
Dana Investment Advisors, Inc.3,410$203K0.01%013F-HRTimeline
COMERICA BANK3,262$194K<0.01%-43313F-HRTimeline
MONTAG A & ASSOCIATES INC3,219$192K0.01%+1013F-HRTimeline
CWM, LLCin group CWM, LLC2,871$171K<0.01%+513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,560$153K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,370$141K0.06%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,403$83.6K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,250$74.5K<0.01%013F-HRTimelineGroup
Horizons Wealth Management1,233$73.5K0.06%013F-HRTimeline
Capital Advisors, Ltd. LLC1,232$73K0.01%013F-HRTimeline
Financial Freedom, LLC1,067$63.6K0.04%013F-HRTimeline
Golden State Wealth Management, LLC1,050$62.6K0.01%013F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC900$53.6K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd785$46.8K<0.01%013F-HRTimeline
NFSG Corp632$37.7K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP572$33.9K<0.01%+31513F-HR/ATimelineGroup
OAKWORTH CAPITAL, INC.554$33K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV547$32.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC511$30.4K<0.01%+16513F-HRTimeline
Northwest Capital Management Inc509$30.3K0.01%-113F-HRTimeline
Allworth Financial LP526$30K<0.01%+13213F-HRTimeline
Continuum Advisory, LLC455$27.1K<0.01%013F-HRTimeline
AE Wealth Management LLC427$25.5K<0.01%013F-HRTimeline
TRUST CO OF VERMONT400$23.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC306$18.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.289$17K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC200$11.9K<0.01%-13013F-HRTimeline
Ruedi Wealth Management, Inc.159$9.48K<0.01%013F-HRTimeline
Brooklyn Investment Group141$8.4K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.100$5.96K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.90$5.36K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…45$2.68K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.