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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 2025-09-30, 7,643,238 shares in all. 12 filers opened a position and 9 filers sold out during the quarter.

Managers
145
13F filers
145
New
12
Added
44
Reduced
50
Sold out
9
Shares held by filers
7,643,238

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC970,247$63.9M0.02%+774,83213F-HRTimeline
UBS Group AGin group UBS Group AG613,853$40.5M0.01%-51,42413F-HRTimelineGroup
DAVENPORT & Co LLC567,312$37.4M0.2%-99,14013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/508,342$33.5M<0.01%-25,59113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY462,679$30.5M<0.01%+3,94613F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP390,551$25.7M0.03%-26,20813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.324,703$21.4M0.03%+14,55513F-HRTimelineGroup
Freedom Investment Management, Inc.312,547$20.6M5.45%-13,44713F-HRTimeline
IEQ CAPITAL, LLC205,093$13.5M0.04%013F-HRTimeline
CPC Advisors, LLC199,833$13.2M1.39%+5,22613F-HRTimeline
Clearwater Capital Advisors, LLC179,989$11.9M1.01%+1,14513F-HRTimeline
Private Advisor Group, LLC165,341$10.9M0.05%-46,13613F-HRTimeline
HighTower Advisors, LLC158,435$10.4M0.01%-16,32113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC140,923$9.29M<0.01%-1,71113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO124,448$8.2M<0.01%-4,31413F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…122,549$8.08M0.05%+3,04013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN95,614$6.3M<0.01%-1,61313F-HRTimelineGroup
Provident Wealth Management, LLC94,672$6.24M1.89%+2,08013F-HRTimeline
Breakwater Capital Group94,262$6.21M0.92%+2,61013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.90,329$5.95M0.04%+8,34213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC86,224$5.68M<0.01%-4,68713F-HRTimelineGroup
SYNOVUS FINANCIAL CORP86,202$5.68M0.07%+3,99913F-HRTimeline
THEORY FINANCIAL LLC82,844$5.42M1.91%-94313F-HRTimeline
Cambridge Investment Research Advisors,…81,018$5.34M0.01%-1,93613F-HRTimeline
Davidson Kahn Capital Management, LLC79,978$5.28M2.94%+9,00413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA77,933$5.14M<0.01%+23,59113F-HRTimelineGroup
Cetera Investment Advisers71,262$4.7M0.01%+15,36313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,091$4.36M0.01%+3,45713F-HRTimeline
Great Point Wealth Advisors, LLC57,782$3.81M0.72%13F-HRTimeline
CULBERTSON A N & CO INC46,360$3.06M0.43%-5313F-HRTimeline
Lionshead Wealth Management, LLC45,713$3.01M2.39%-4,08513F-HRTimeline
Sylvest Advisors, LLC44,173$2.91M1.56%+5,64813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,630$2.74M<0.01%+3,47013F-HRTimelineGroup
NewSquare Capital LLC40,793$2.69M0.18%+1,34913F-HRTimeline
GHP Investment Advisors, Inc.39,352$2.59M0.11%-78513F-HRTimeline
Lauer Wealth, LLC36,605$2.39M1.76%+1,11313F-HRTimeline
CENTRAL TRUST Co31,708$2.09M0.04%+2,43613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,622$2.02M<0.01%-10,48313F-HRTimelineGroup
CRUX WEALTH ADVISORS30,557$2.01M0.8%-14413F-HRTimeline
Janney Montgomery Scott LLC30,421$2M<0.01%-40,10513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP29,625$1.95M<0.01%new13F-HRTimelineGroup
L & S Advisors Inc29,523$1.95M0.19%+3,04813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,803$1.77M<0.01%-1,46713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC25,343$1.67M0.07%+113F-HRTimeline
MATHER GROUP, LLC.24,935$1.64M0.02%-36813F-HRTimeline
Apella Capital, LLC20,925$1.35M0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,554$1.29M0.01%-26213F-HRTimelineGroup
Foster Group, Inc.19,328$1.27M0.04%+5313F-HRTimeline
Summit Financial, LLC18,424$1.21M0.02%-45413F-HRTimeline
Mason Investment Advisory Services, Inc.17,434$1.15M0.06%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,402$1.15M<0.01%+1,98513F-HRTimelineGroup
RVW Wealth, LLC16,165$1.07M0.08%-14813F-HRTimeline
Amplius Wealth Advisors, LLC15,250$1.01M0.09%+8,60013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/14,651$966K<0.01%013F-HRTimeline
World Investment Advisors14,548$959K0.02%+17113F-HRTimeline
Western Wealth Management, LLC13,920$917K0.05%+5313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,615$897K<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.12,490$823K0.09%-30013F-HRTimeline
Waverly Advisors, LLC12,436$820K0.01%-19813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,000$791K<0.01%013F-HR/ATimelineGroup
Asset Dedication, LLC11,963$788K0.05%013F-HRTimeline
Sensible Money, LLC11,866$782K0.27%013F-HRTimeline
Pacific Sun Financial Corp10,895$718K0.35%-6013F-HRTimeline
LBJ Family Wealth Advisors, Ltd.10,824$713K0.39%+2913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,349$682K<0.01%+72913F-HRTimelineGroup
Oxler Private Wealth LLC10,239$675K0.2%-43713F-HRTimeline
Per Stirling Capital Management, LLC.9,606$633K0.08%-13113F-HRTimeline
Envision Financial LLC9,035$596K0.34%-3,35913F-HRTimeline
Creative Planningin group Creative Planning8,808$581K<0.01%+4613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,847$580K<0.01%+513F-HRTimeline
CATHY PARETO & ASSOCIATES, INC8,208$541K0.41%+2213F-HRTimeline
PSI Advisors, LLC7,675$506K0.13%013F-HRTimeline
CVA Family Office, LLC7,309$482K0.06%+4013F-HRTimeline
Cresset Asset Management, LLC6,975$460K<0.01%013F-HR/ATimeline
Team Financial Group, LLC6,926$457K0.21%-7513F-HRTimeline
Centric Wealth Management7,018$455K0.1%+2313F-HRTimeline
Beacon Pointe Advisors, LLC6,825$450K<0.01%-10213F-HRTimeline
Investors Research Corp6,544$431K0.08%-15113F-HRTimeline
Wealthspire Advisors, LLC6,524$430K<0.01%-9413F-HRTimeline
BLAIR WILLIAM & CO/IL6,508$429K<0.01%-30013F-HRTimeline
Composition Wealth, LLC6,351$419K0.01%+2213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,327$417K<0.01%-913F-HRTimelineGroup
Dana Investment Advisors, Inc.6,276$414K0.01%-18613F-HRTimeline
S.A. Mason LLC6,079$401K0.18%013F-HRTimeline
Bragg Financial Advisors, Inc5,784$381K0.01%-1,25813F-HRTimeline
Cornerstone Wealth Management, LLC5,733$378K0.02%+1613F-HRTimeline
NewEdge Advisors, LLC5,549$366K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC5,337$352K<0.01%-82813F-HRTimeline
Kingsview Wealth Management, LLC5,049$333K0.01%013F-HRTimeline
VICUS CAPITAL4,971$328K0.03%+38513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,721$311K<0.01%new13F-HRTimeline
CAPITAL MANAGEMENT CORP /VA4,685$309K0.05%-2513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,455$294K0.13%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,404$290K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC4,373$288K0.1%-26813F-HRTimeline
Midwest Trust Co4,209$277K<0.01%+16513F-HRTimeline
McKinley Carter Wealth Services, Inc.4,208$277K0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,191$276K<0.01%013F-HRTimelineGroup
Stanich Group LLC4,117$271K0.17%-113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,844$253K<0.01%-11,43913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,567$235K<0.01%+4413F-HRTimelineGroup
Financial Insights, Inc.3,563$235K0.08%013F-HRTimeline
Principle Wealth Partners LLC3,512$231K0.01%+1213F-HRTimeline
Kaydan Wealth Management, Inc.3,450$227K0.06%013F-HRTimeline
Post Resch Tallon Group Inc.3,440$227K0.2%013F-HRTimeline
Astoria Portfolio Advisors LLC.3,377$223K0.06%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,221$212K<0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.3,153$208K0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC3,132$207K0.02%new13F-HRTimeline
ABLE Financial Group, LLC3,076$203K0.04%new13F-HRTimeline
COMERICA BANK2,939$194K<0.01%-3113F-HRTimeline
FMR LLCin group FMR LLC2,895$191K<0.01%+3013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,885$190K<0.01%+713F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,560$169K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,370$156K0.05%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,955$129K<0.01%+70513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,943$128K<0.01%+90113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,354$89.2K<0.01%-4913F-HRTimelineGroup
Horizons Wealth Management1,233$81.3K0.06%013F-HRTimeline
Capital Advisors, Ltd. LLC1,232$81K0.01%013F-HRTimeline
Advisory Services Network, LLC1,114$73.4K<0.01%new13F-HRTimeline
Financial Freedom, LLC1,068$70.4K0.04%013F-HRTimeline
Golden State Wealth Management, LLC1,050$69.2K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,008$66.4K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC900$59.8K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd741$48.8K<0.01%013F-HRTimeline
AE Wealth Management LLC719$47.4K<0.01%-2,00013F-HRTimeline
NFSG Corp632$41.7K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.554$36.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV547$36.1K<0.01%013F-HRTimeline
Allworth Financial LP504$33.2K<0.01%-10213F-HRTimeline
Quaker Wealth Management, LLC457$30.1K0.01%013F-HRTimeline
TRUST CO OF VERMONT400$26.4K<0.01%013F-HRTimeline
Global Retirement Partners, LLC310$20.4K<0.01%-21813F-HRTimeline
Glen Eagle Advisors, LLC306$20.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.289$19K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…226$14.9K<0.01%+113F-HRTimelineGroup
GPS Wealth Strategies Group, LLC169$11.2K<0.01%-8013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.153$10.1K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.100$6.59K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.90$5.93K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…45$2.97K<0.01%013F-HRTimeline
Blue Trust, Inc.20$1.32K<0.01%new13F-HRTimeline
Strategic Advocates LLC8$527<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$198<0.01%-213F-HRTimelineGroup