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Disclosery

EZM WISDOMTREE TR

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US MIDCAP FUND (fund)

169 managers (170 13F filers) reported a position in EZM shares at 2025-12-31, 7,446,059 shares in all. 23 filers opened a position and 6 filers sold out during the quarter.

Managers
169
13F filers
170
New
23
Added
43
Reduced
51
Sold out
6
Shares held by filers
7,446,059

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
DAVENPORT & Co LLC619,650$41.4M0.22%+52,33813F-HRTimeline
UBS Group AGgroup of 2 filers holding604,248$40.4M-9,605Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/505,842$33.8M<0.01%-2,50013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY459,278$30.7M<0.01%-3,40113F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP374,935$25M0.03%-15,61613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.332,633$22.2M0.03%+7,93013F-HRTimelineGroup
Freedom Investment Management, Inc.301,519$20.1M5.86%-11,02813F-HRTimeline
CPC Advisors, LLC255,466$17.1M1.72%+55,63313F-HRTimeline
LPL Financial LLC249,475$16.7M<0.01%-720,77213F-HRTimeline
IEQ CAPITAL, LLC203,578$13.6M0.04%-1,51513F-HRTimeline
Clearwater Capital Advisors, LLC184,395$12.3M1.03%+4,40613F-HRTimeline
Private Advisor Group, LLC173,630$11.6M0.05%+8,28913F-HRTimeline
HighTower Advisors, LLC156,080$10.4M0.01%-2,35513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC149,520$9.99M<0.01%+8,59713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA132,019$8.82M<0.01%+54,08613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO120,894$8.08M<0.01%-3,55413F-HRTimelineGroup
Steward Partners Investment Advisory, L…104,366$6.97M0.04%-18,18313F-HRTimeline
Provident Wealth Management, LLC98,449$6.58M1.95%+3,77713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.93,301$6.23M0.04%+2,97213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN91,655$6.12M<0.01%-3,95913F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …86,942$5.81M0.04%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC85,936$5.74M<0.01%-28813F-HRTimelineGroup
Davidson Kahn Capital Management, LLC84,791$5.66M2.94%+4,81313F-HRTimeline
Cambridge Investment Research Advisors,…81,544$5.45M0.01%+52613F-HRTimeline
Breakwater Capital Group80,120$5.35M0.75%-14,14213F-HRTimeline
THEORY FINANCIAL LLC70,629$4.93M1.66%-12,21513F-HRTimeline
Cetera Investment Advisers64,380$4.3M<0.01%-6,88213F-HRTimeline
TopTier Wealth Management, LLC60,916$4.07M2.76%13F-HRTimeline
Great Point Wealth Advisors, LLC49,752$3.32M0.61%-8,03013F-HRTimeline
Sylvest Advisors, LLC49,031$3.28M1.75%+4,85813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC47,896$3.2M<0.01%+6,26613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC46,851$3.13M<0.01%-19,24013F-HRTimeline
CULBERTSON A N & CO INC45,710$3.05M0.42%-65013F-HRTimeline
NewSquare Capital LLC45,249$3.02M0.27%+4,45613F-HRTimeline
Westwood Wealth Management43,341$2.9M2.18%new13F-HRTimeline
Lionshead Wealth Management, LLC43,341$2.9M2.18%-2,37213F-HRTimeline
GHP Investment Advisors, Inc.39,041$2.61M0.11%-31113F-HRTimeline
Lauer Wealth, LLC36,414$2.52M1.91%-19113F-HRTimeline
CENTRAL TRUST Co35,337$2.36M0.05%+3,62913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,439$2.03M<0.01%+3,63613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP30,442$2.03M<0.01%+81713F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp30,064$2.01M<0.01%+16,44913F-HRTimelineGroup
L & S Advisors Inc29,304$1.96M0.18%-21913F-HRTimeline
Janney Montgomery Scott LLC27,157$1.81M<0.01%-3,26413F-HRTimeline
MATHER GROUP, LLC.24,903$1.66M0.02%-3213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC24,744$1.65M0.08%-59913F-HRTimeline
CRUX WEALTH ADVISORS24,477$1.64M0.61%-6,08013F-HRTimeline
Ridge Creek Global, Inc22,866$1.53M1.28%13F-HRTimeline
Apella Capital, LLC20,925$1.4M0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,775$1.39M0.01%+1,22113F-HRTimelineGroup
Merit Financial Group, LLC20,744$1.39M0.01%new13F-HRTimeline
Foster Group, Inc.19,404$1.3M0.04%+7613F-HRTimeline
Orion Porfolio Solutions, LLC19,166$1.28M0.01%new13F-HRTimeline
Summit Financial, LLC17,674$1.18M0.02%-75013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,597$1.18M<0.01%+19513F-HR/ATimelineGroup
Mason Investment Advisory Services, Inc.17,434$1.16M0.06%013F-HRTimeline
RVW Wealth, LLC16,165$1.08M0.08%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/14,651$979K<0.01%013F-HRTimeline
World Investment Advisors14,508$969K0.02%-4013F-HR/ATimeline
Amplius Wealth Advisors, LLC14,084$941K0.08%-1,16613F-HRTimeline
Western Wealth Management, LLC13,711$916K0.04%-20913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,393$895K<0.01%+8,67213F-HRTimeline
Institute for Wealth Management, LLC.12,490$834K0.09%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,000$802K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC11,963$799K0.05%013F-HRTimeline
Sensible Money, LLC11,866$793K0.25%013F-HRTimeline
Waverly Advisors, LLC11,778$787K0.01%-65813F-HRTimeline
Aurora Private Wealth, Inc.11,015$736K0.48%13F-HRTimeline
Pacific Sun Financial Corp10,895$728K0.35%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,545$704K<0.01%+19613F-HR/ATimelineGroup
LBJ Family Wealth Advisors, Ltd.10,425$696K0.38%-39913F-HRTimeline
Per Stirling Capital Management, LLC.9,608$642K0.07%+213F-HRTimeline
Oxler Private Wealth LLC9,270$619K0.18%-96913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,852$610K<0.01%+513F-HRTimeline
Envision Financial LLC9,046$604K0.32%+1113F-HRTimeline
HRT FINANCIAL LP8,927$596K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning8,178$546K<0.01%-63013F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC8,153$545K0.38%-5513F-HRTimeline
Sargent Investment Group, LLC7,575$506K0.06%new13F-HRTimeline
PSI Advisors, LLC7,556$505K0.13%-11913F-HRTimeline
Centric Wealth Management7,043$490K0.1%+2513F-HRTimeline
CVA Family Office, LLC7,310$488K0.06%+113F-HRTimeline
Cresset Asset Management, LLC6,975$466K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC6,825$456K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,792$454K<0.01%+28413F-HRTimeline
Team Financial Group, LLC6,653$444K0.2%-27313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC6,554$438K0.07%13F-HRTimeline
Wealthspire Advisors, LLC6,524$436K<0.01%013F-HRTimeline
Investors Research Corp6,470$432K0.08%-7413F-HRTimeline
Composition Wealth, LLC6,376$426K0.01%+2513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,333$423K<0.01%+613F-HRTimelineGroup
S.A. Mason LLC6,079$406K0.16%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,065$405K0.07%new13F-HRTimelineGroup
Bragg Financial Advisors, Inc5,784$386K0.01%013F-HRTimeline
Cornerstone Wealth Management, LLC5,751$384K0.02%+1813F-HRTimeline
Dana Investment Advisors, Inc.5,680$379K0.01%-59613F-HRTimeline
Bridgelight Financial Advisors, Inc.5,628$376K0.32%13F-HRTimeline
NewEdge Advisors, LLC5,462$365K<0.01%-8713F-HRTimeline
HighPoint Advisor Group LLC5,413$362K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC5,158$345K<0.01%-17913F-HRTimeline
Kingsview Wealth Management, LLC5,149$344K<0.01%+10013F-HRTimeline
VICUS CAPITAL4,919$329K0.02%-5213F-HRTimeline
Fulton Bank, N.A.4,698$314K0.01%new13F-HRTimeline
CAPITAL MANAGEMENT CORP /VA4,687$313K0.05%+213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,620$309K0.01%+1,05313F-HRTimelineGroup
Midwest Trust Co4,514$302K<0.01%+30513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,455$298K0.13%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,404$294K<0.01%013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,191$280K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,125$276K<0.01%-26,49713F-HRTimelineGroup
Stanich Group LLC4,086$273K0.21%-3113F-HRTimeline
Medallion Wealth Advisors, LLC4,036$270K0.09%-33713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,950$264K<0.01%new13F-HRTimelineGroup
IF Advisors, LLC3,765$252K0.2%13F-HRTimeline
FMR LLCin group FMR LLC3,663$245K<0.01%+76813F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.3,616$242K0.01%-59213F-HRTimeline
Financial Insights, Inc.3,563$238K0.08%013F-HRTimeline
Astoria Portfolio Advisors LLC.3,377$237K0.05%013F-HRTimeline
Koshinski Asset Management, Inc.3,532$236K0.02%+37913F-HRTimeline
Principle Wealth Partners LLC3,526$236K0.01%+1413F-HRTimeline
Kaydan Wealth Management, Inc.3,450$230K0.07%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,383$226K<0.01%+16213F-HRTimelineGroup
Post Resch Tallon Group Inc.3,340$223K0.19%-10013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,321$222K0.01%new13F-HRTimeline
SeaCrest Wealth Management, LLC3,085$211K0.02%-4713F-HRTimeline
Align Financial, LLC207,280$207K0.15%13F-HRTimeline
ABLE Financial Group, LLC3,076$205K0.04%013F-HRTimeline
BANTAMAC CAPITAL, LLC3,000$200K0.14%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,995$200K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,829$189K<0.01%+88613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC2,560$171K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,383$159K<0.01%-50213F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,370$158K0.05%013F-HRTimeline
COMERICA BANK2,250$150K<0.01%-68913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,955$131K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,705$114K<0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,514$101K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,354$90.4K<0.01%013F-HRTimelineGroup
Horizons Wealth Management1,233$82.4K0.05%013F-HRTimeline
Capital Advisors, Ltd. LLC1,232$82K0.01%013F-HRTimeline
Financial Freedom, LLC1,069$71.4K0.04%+113F-HRTimeline
Golden State Wealth Management, LLC1,050$70.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,008$67.3K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC900$62K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd741$49.5K<0.01%013F-HRTimeline
AE Wealth Management LLC719$48.1K<0.01%013F-HRTimeline
NFSG Corp632$42.2K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.554$37K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV547$36.5K<0.01%013F-HRTimeline
Allworth Financial LP504$33.7K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC457$30.5K0.01%013F-HRTimeline
TRUST CO OF VERMONT400$26.7K<0.01%013F-HRTimeline
Quattro Advisors LLC353$23.6K0.02%13F-HRTimeline
Glen Eagle Advisors, LLC306$20.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.291$19.4K<0.01%+213F-HRTimeline
Farther Finance Advisors, LLC289$19.3K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC228$15.2K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.200$13.4K0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.153$10.2K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC117$7.79K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.100$6.68K<0.01%013F-HRTimeline
Global Retirement Partners, LLC92$6.15K<0.01%-21813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.90$6.01K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.85$5.68K<0.01%new13F-HRTimeline
Ransom Advisory, Ltd68$4.54K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…45$3.01K<0.01%013F-HRTimeline
Quent Capital, LLC40$2.67K<0.01%new13F-HRTimeline
Operose Advisors LLC24$1.6K<0.01%new13F-HRTimeline
Strategic Advocates LLC8$539<0.01%013F-HRTimeline