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Disclosery

EZM WISDOMTREE TR

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US MIDCAP FUND (fund)

145 managers (145 13F filers) reported a position in EZM shares at 2025-06-30, 7,078,614 shares in all. 15 filers opened a position and 12 filers sold out during the quarter.

Managers
145
13F filers
145
New
15
Added
43
Reduced
44
Sold out
12
Shares held by filers
7,078,614

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC666,452$41.2M0.23%+70,31813F-HRTimeline
UBS Group AGin group UBS Group AG665,277$41.1M0.01%+37,45113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/533,933$33M<0.01%+18,41013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY458,733$28.3M<0.01%+4,76313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP416,759$25.7M0.04%-17,62313F-HRTimelineGroup
Freedom Investment Management, Inc.325,994$20.1M1.61%+13,87913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.310,148$19.2M0.03%+18,00713F-HRTimelineGroup
Private Advisor Group, LLC211,477$13.1M0.07%+3,62313F-HRTimeline
IEQ CAPITAL, LLC205,093$12.7M0.08%013F-HRTimeline
LPL Financial LLC195,415$12.1M<0.01%-3,54913F-HRTimeline
CPC Advisors, LLC194,607$12M1.51%+11,48513F-HRTimeline
Clearwater Capital Advisors, LLC178,844$11M1.01%+7,10313F-HRTimeline
HighTower Advisors, LLC174,756$10.8M0.01%-1,67313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC142,634$8.81M<0.01%-18,88813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO128,762$7.95M<0.01%-26,31613F-HRTimelineGroup
Steward Partners Investment Advisory, L…119,509$7.38M0.06%+14,67713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN97,227$6.01M<0.01%-72613F-HRTimelineGroup
Provident Wealth Management, LLC92,592$5.72M1.87%+1,13513F-HRTimeline
Breakwater Capital Group91,652$5.66M0.92%+2,41013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC90,911$5.62M<0.01%-1,48613F-HRTimelineGroup
THEORY FINANCIAL LLC83,787$5.25M1.99%+15,87613F-HRTimeline
Cambridge Investment Research Advisors,…82,954$5.12M0.02%-19,14813F-HRTimeline
SYNOVUS FINANCIAL CORP82,203$5.08M0.06%-7,06913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.81,987$5.06M0.04%-6,13413F-HRTimelineGroup
Davidson Kahn Capital Management, LLC70,974$4.4M2.82%+4,08813F-HRTimeline
Janney Montgomery Scott LLC70,526$4.36M0.01%+6,47513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC62,634$3.87M0.01%+1,34713F-HRTimeline
Cetera Investment Advisers55,899$3.45M0.01%-10,04913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA54,342$3.36M<0.01%+13,37813F-HR/ATimelineGroup
Lionshead Wealth Management, LLC49,798$3.08M2.84%-3,17913F-HRTimeline
CULBERTSON A N & CO INC46,413$2.87M0.44%+4513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,105$2.54M<0.01%new13F-HRTimelineGroup
GHP Investment Advisors, Inc.40,137$2.48M0.11%-63713F-HRTimeline
NewSquare Capital LLC39,444$2.44M0.18%+2,83813F-HRTimeline
Sylvest Advisors, LLC38,525$2.38M1.37%+3,08113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,160$2.36M<0.01%+6,94313F-HRTimelineGroup
Lauer Wealth, LLC35,492$2.21M1.86%-42,53413F-HRTimeline
CRUX WEALTH ADVISORS30,701$1.9M0.81%-10,86913F-HRTimeline
Northeast Financial Consultants Inc29,505$1.82M0.07%-3,00013F-HRTimeline
CENTRAL TRUST Co29,272$1.81M0.04%+79413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,270$1.75M<0.01%+2,08413F-HR/ATimelineGroup
L & S Advisors Inc26,475$1.64M0.16%+4,89613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC25,342$1.57M0.07%-1,75713F-HRTimeline
MATHER GROUP, LLC.25,303$1.56M0.02%-48113F-HRTimeline
Apella Capital, LLC20,925$1.32M0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,816$1.22M0.01%+84313F-HRTimelineGroup
Foster Group, Inc.19,275$1.19M0.04%new13F-HRTimeline
Summit Financial, LLC18,878$1.17M0.03%new13F-HRTimeline
Mason Investment Advisory Services, Inc.17,434$1.08M0.06%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,231$1.06M0.01%+2013F-HRTimeline
RVW Wealth, LLC16,313$1.01M0.09%-1,24513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,417$952K<0.01%-80013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,283$944K<0.01%+5,09713F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/14,651$905K<0.01%013F-HRTimeline
World Investment Advisors14,377$888K0.02%-2,14513F-HRTimeline
Western Wealth Management, LLC13,867$857K0.05%-2,45113F-HRTimeline
Institute for Wealth Management, LLC.12,790$790K0.09%013F-HRTimeline
Waverly Advisors, LLC12,634$780K0.01%-2,21713F-HRTimeline
Envision Financial LLC12,394$766K0.51%+1213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,000$741K0.01%013F-HR/ATimelineGroup
Asset Dedication, LLC11,963$739K0.05%013F-HRTimeline
Sensible Money, LLC11,866$733K0.28%-18013F-HRTimeline
Pacific Sun Financial Corp10,955$677K0.35%013F-HRTimeline
Aurora Private Wealth, Inc.10,934$675K0.5%+4513F-HRTimeline
LBJ Family Wealth Advisors, Ltd.10,795$667K0.39%+3413F-HRTimeline
Oxler Private Wealth LLC10,676$659K0.21%-62313F-HRTimeline
Per Stirling Capital Management, LLC.9,737$601K0.08%-23213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,620$594K<0.01%-14113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,842$563K<0.01%-63113F-HRTimeline
Creative Planningin group Creative Planning8,762$541K<0.01%+13013F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC8,186$506K0.42%-1,59513F-HRTimeline
PSI Advisors, LLC7,675$474K0.23%013F-HRTimeline
Sargent Investment Group, LLC7,575$474K0.06%-23013F-HRTimeline
CVA Family Office, LLC7,269$449K0.06%+113F-HRTimeline
Centric Wealth Management6,995$437K0.1%-27213F-HRTimeline
Bragg Financial Advisors, Inc7,042$435K0.02%new13F-HRTimeline
Team Financial Group, LLC7,001$432K0.21%-1,39913F-HRTimeline
Cresset Asset Management, LLC6,975$431K<0.01%013F-HR/ATimeline
Beacon Pointe Advisors, LLC6,927$428K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,808$421K<0.01%-17413F-HRTimeline
Investors Research Corp6,695$414K0.08%-5813F-HRTimeline
Amplius Wealth Advisors, LLC6,650$411K0.04%new13F-HRTimeline
Wealthspire Advisors, LLC6,618$409K<0.01%-12113F-HRTimeline
FLOW TRADERS U.S. LLC6,543$404K0.01%new13F-HRTimeline
Dana Investment Advisors, Inc.6,462$399K0.01%+3,05213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,336$391K<0.01%-1,40613F-HRTimelineGroup
Composition Wealth, LLC6,329$391K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC6,165$381K<0.01%+1,33613F-HRTimeline
S.A. Mason LLC6,079$376K0.18%013F-HRTimeline
Cornerstone Wealth Management, LLC5,717$353K0.02%+1,14513F-HRTimeline
NewEdge Advisors, LLC5,549$343K<0.01%-1,52713F-HRTimeline
Kingsview Wealth Management, LLC5,049$312K0.01%013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA4,710$291K0.05%+12213F-HRTimeline
Medallion Wealth Advisors, LLC4,641$290K0.11%-33113F-HRTimeline
VICUS CAPITAL4,586$283K0.02%-1,24113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,455$275K0.14%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,404$272K<0.01%+61513F-HRTimelineGroup
Stanich Group LLC4,118$262K0.23%013F-HRTimeline
McKinley Carter Wealth Services, Inc.4,208$260K0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,191$259K<0.01%013F-HRTimelineGroup
Midwest Trust Co4,044$250K<0.01%13F-HRTimeline
Unified Investment Management3,771$233K0.25%+113F-HRTimeline
Revolve Wealth Partners, LLC3,616$223K0.03%013F-HRTimeline
BlueChip Wealth Advisors LLC3,610$223K0.1%013F-HRTimeline
Financial Insights, Inc.3,563$220K0.08%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,523$218K<0.01%new13F-HRTimelineGroup
Principle Wealth Partners LLC3,500$216K0.01%013F-HRTimeline
Astoria Portfolio Advisors LLC.3,377$215K0.06%new13F-HRTimeline
Kaydan Wealth Management, Inc.3,450$213K0.07%013F-HRTimeline
Post Resch Tallon Group Inc.3,440$212K0.2%-27013F-HRTimeline
COMERICA BANK2,970$183K<0.01%-29213F-HRTimeline
CWM, LLCin group CWM, LLC2,878$178K<0.01%+713F-HRTimelineGroup
FMR LLCin group FMR LLC2,865$177K<0.01%-89313F-HRTimelineGroup
AE Wealth Management LLC2,719$168K<0.01%+2,29213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,560$158K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,370$146K0.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,403$86.7K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,250$77.2K<0.01%013F-HRTimelineGroup
Horizons Wealth Management1,233$76.2K0.06%013F-HRTimeline
Capital Advisors, Ltd. LLC1,232$76K0.01%013F-HRTimeline
Financial Freedom, LLC1,068$66K0.04%+113F-HRTimeline
Golden State Wealth Management, LLC1,050$64.9K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,042$64.4K<0.01%+47013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,008$62.2K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC900$55.6K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd741$45.8K<0.01%-4413F-HRTimeline
Clearstead Advisors, LLC652$40.3K<0.01%new13F-HRTimeline
NFSG Corp632$39K0.01%013F-HRTimeline
Allworth Financial LP606$37.4K<0.01%+8013F-HRTimeline
OAKWORTH CAPITAL, INC.554$34.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV547$33.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC528$32.6K<0.01%13F-HRTimeline
Quaker Wealth Management, LLC457$28.2K0.01%new13F-HRTimeline
TRUST CO OF VERMONT400$24.7K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC306$18.9K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.289$17K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC249$15.4K<0.01%-26213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…225$13.9K<0.01%new13F-HRTimelineGroup
Bristlecone Advisors, LLC200$12.4K<0.01%013F-HRTimeline
Brooklyn Investment Group141$8.71K<0.01%013F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC89$5.73K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.90$5.56K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…45$2.78K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$309<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.