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Disclosery

EZM WISDOMTREE TR

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US MIDCAP FUND (fund)

170 managers (172 13F filers) reported a position in EZM shares at 2026-03-31, 7,583,924 shares in all. 11 filers opened a position and 9 filers sold out during the quarter.

Managers
170
13F filers
172
New
11
Added
48
Reduced
53
Sold out
9
Shares held by filers
7,583,924

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
DAVENPORT & Co LLC722,893$48.6M0.27%+103,24313F-HRTimeline
UBS Group AGgroup of 2 filers holding599,397$40.3M-4,851Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/494,646$33.3M<0.01%-11,19613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY459,906$30.9M<0.01%+62813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP438,925$29.5M0.04%+63,99013F-HRTimelineGroup
LPL Financial LLC429,148$28.8M0.01%+179,67313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.322,814$21.7M0.03%-9,81913F-HRTimelineGroup
Freedom Investment Management, Inc.294,048$19.8M5.87%-7,47113F-HRTimeline
CPC Advisors, LLC262,309$17.6M2.86%+6,84313F-HRTimeline
IEQ CAPITAL, LLC203,578$13.7M0.06%013F-HRTimeline
Clearwater Capital Advisors, LLC191,663$12.9M1.04%+7,26813F-HRTimeline
Private Advisor Group, LLC175,021$11.8M0.06%+1,39113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA152,224$10.2M<0.01%+20,20513F-HRTimelineGroup
HighTower Advisors, LLC140,645$9.45M0.01%-15,43513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO119,997$7.86M<0.01%-89713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN115,106$7.74M<0.01%+23,45113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC107,249$7.21M<0.01%-42,27113F-HRTimelineGroup
Steward Partners Investment Advisory, L…104,497$7.02M0.04%+13113F-HRTimeline
Provident Wealth Management, LLC99,591$6.69M2.02%+1,14213F-HRTimeline
THEORY FINANCIAL LLC89,563$6.02M2.11%+18,93413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …86,876$5.84M0.04%-6613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC84,360$5.67M<0.01%-1,57613F-HRTimelineGroup
Davidson Kahn Capital Management, LLC80,606$5.42M2.89%-4,18513F-HRTimeline
Cambridge Investment Research Advisors,…80,211$5.39M0.01%-1,33313F-HRTimeline
Breakwater Capital Group79,810$5.36M0.72%-31013F-HRTimeline
Cetera Investment Advisers61,681$4.15M<0.01%-2,69913F-HRTimeline
TopTier Wealth Management, LLC60,884$4.09M2.52%-3213F-HRTimeline
Sylvest Advisors, LLC56,894$3.82M2.03%+7,86313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC54,405$3.65M<0.01%+6,50913F-HR/ATimelineGroup
Great Point Wealth Advisors, LLC48,857$3.28M0.61%-89513F-HRTimeline
NewSquare Capital LLC47,274$3.18M0.28%+2,02513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC46,834$3.15M<0.01%-1713F-HRTimeline
CULBERTSON A N & CO INC45,625$3.07M0.4%-8513F-HRTimeline
Roan Capital Partners44,028$2.96M2.74%13F-HRTimeline
CENTRAL TRUST Co43,466$2.92M0.06%+8,12913F-HRTimeline
Lionshead Wealth Management, LLC42,512$2.86M2.11%-82913F-HRTimeline
OneDigital Investment Advisors LLC40,116$2.7M0.03%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,512$2.64M0.02%-53,78913F-HRTimelineGroup
GHP Investment Advisors, Inc.38,581$2.59M0.11%-46013F-HRTimeline
Lauer Wealth, LLC36,878$2.57M2.06%+46413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,489$2.32M<0.01%+4,05013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp32,465$2.18M<0.01%+2,40113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,490$2.05M<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP30,442$2.05M<0.01%013F-HRTimelineGroup
L & S Advisors Inc29,916$2.01M0.25%+61213F-HRTimeline
MATHER GROUP, LLC.24,755$1.66M0.02%-14813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC24,745$1.66M0.07%+113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,519$1.65M0.01%+3,74413F-HRTimelineGroup
Ridge Creek Global, Inc22,826$1.53M1.3%-4013F-HRTimeline
Apella Capital, LLC20,925$1.51M0.02%013F-HRTimeline
CRUX WEALTH ADVISORS21,885$1.47M0.57%-2,59213F-HRTimeline
Janney Montgomery Scott LLC21,292$1.43M<0.01%-5,86513F-HRTimeline
Orion Porfolio Solutions, LLC19,102$1.28M0.01%-6413F-HRTimeline
Summit Financial, LLC17,591$1.18M0.02%-8313F-HRTimeline
Merit Financial Group, LLC17,574$1.18M0.01%-3,17013F-HRTimeline
Mason Investment Advisory Services, Inc.17,434$1.17M0.05%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,293$1.16M<0.01%-30413F-HRTimelineGroup
RVW Wealth, LLC16,165$1.09M0.08%013F-HRTimeline
Amplius Wealth Advisors, LLC15,620$1.05M0.09%+1,53613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/14,651$985K<0.01%013F-HRTimeline
Western Wealth Management, LLC14,594$981K0.04%+88313F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC13,918$936K<0.01%+1,91813F-HRTimelineGroup
World Investment Advisors12,555$844K0.01%-1,95313F-HRTimeline
Institute for Wealth Management, LLC.12,490$840K0.09%013F-HRTimeline
Asset Dedication, LLC11,963$804K0.06%013F-HRTimeline
Sensible Money, LLC11,866$798K0.24%013F-HRTimeline
Waverly Advisors, LLC11,180$752K0.01%-59813F-HRTimeline
Aurora Private Wealth, Inc.11,015$736K0.52%013F-HRTimeline
Pacific Sun Financial Corp10,945$736K0.36%+5013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,465$703K<0.01%-8013F-HRTimelineGroup
LBJ Family Wealth Advisors, Ltd.10,446$684K0.4%+2113F-HRTimeline
Per Stirling Capital Management, LLC.9,610$646K0.07%+213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,389$631K<0.01%-4,00413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,875$601K<0.01%+2313F-HRTimeline
Oxler Private Wealth LLC8,873$596K0.19%-39713F-HRTimeline
Envision Financial LLC8,361$562K0.3%-68513F-HRTimeline
Creative Planningin group Creative Planning8,178$550K<0.01%013F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC8,173$549K0.37%+2013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,170$549K0.04%+2,10513F-HRTimelineGroup
PSI Advisors, LLC7,556$508K0.12%013F-HRTimeline
Centric Wealth Management7,060$505K0.1%+1713F-HRTimeline
CVA Family Office, LLC7,311$491K0.05%+113F-HRTimeline
Cresset Asset Management, LLC6,975$469K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC6,927$466K<0.01%+10213F-HRTimeline
BLAIR WILLIAM & CO/IL6,792$457K<0.01%013F-HRTimeline
Team Financial Group, LLC6,558$441K0.2%-9513F-HRTimeline
Wealthspire Advisors, LLC6,454$434K<0.01%-7013F-HRTimeline
Composition Wealth, LLC6,393$430K0.01%+1713F-HRTimeline
S.A. Mason LLC6,079$409K0.15%013F-HRTimeline
Sargent Investment Group, LLC6,075$408K0.05%-1,50013F-HRTimeline
Bragg Financial Advisors, Inc5,784$389K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,736$386K<0.01%-59713F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC5,668$381K0.06%-88613F-HRTimeline
Bridgelight Financial Advisors, Inc.5,641$379K0.32%+1313F-HRTimeline
NewEdge Advisors, LLC5,462$367K<0.01%013F-HR/ATimeline
Dana Investment Advisors, Inc.5,458$367K0.01%-22213F-HRTimeline
Cornerstone Wealth Management, LLC5,435$365K0.02%-31613F-HRTimeline
HighPoint Advisor Group LLC5,377$361K0.02%-3613F-HRTimeline
Kingsview Wealth Management, LLC5,149$346K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,970$334K<0.01%-18813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,900$329K0.01%+28013F-HRTimelineGroup
VICUS CAPITAL4,897$329K0.02%-2213F-HRTimeline
RTD Financial Advisors, Inc.4,790$322K0.04%new13F-HRTimeline
Fulton Bank, N.A.4,698$316K0.01%013F-HRTimeline
Colonial River Investments, LLC4,560$307K0.11%new13F-HRTimeline
Midwest Trust Co4,514$303K<0.01%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,455$299K0.13%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,404$296K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,228$284K<0.01%+10313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,191$282K<0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth4,079$274K<0.01%+12913F-HRTimelineGroup
CAPITAL MANAGEMENT CORP /VA4,050$272K0.05%-63713F-HRTimeline
Stanich Group LLC4,043$272K0.21%-4313F-HRTimeline
FMR LLCin group FMR LLC3,992$268K<0.01%+32913F-HRTimelineGroup
Medallion Wealth Advisors, LLC3,971$267K0.09%-6513F-HRTimeline
Koshinski Asset Management, Inc.3,837$258K0.02%+30513F-HRTimeline
IF Advisors, LLC3,765$253K0.18%013F-HRTimeline
Astoria Portfolio Advisors LLC.3,377$243K0.05%013F-HRTimeline
Financial Insights, Inc.3,563$240K0.08%013F-HRTimeline
Principle Wealth Partners LLC3,536$238K0.01%+1013F-HRTimeline
Kaydan Wealth Management, Inc.3,450$232K0.08%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,420$230K<0.01%new13F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.3,410$229K0.01%-20613F-HRTimeline
TIAAgroup of 3 filers holding3,383$227K0Timeline
Post Resch Tallon Group Inc.3,340$225K0.18%013F-HRTimeline
Ascension Capital Advisors, Inc.3,300$222K0.07%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,354$221K<0.01%+52513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC3,132$211K<0.01%-18913F-HRTimeline
Align Financial, LLC3,103$209K0.12%-204,17713F-HRTimeline
SeaCrest Wealth Management, LLC3,085$207K0.02%013F-HRTimeline
BANTAMAC CAPITAL, LLC3,000$202K0.15%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,995$201K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,560$172K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,388$161K<0.01%+513F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,370$159K0.05%013F-HRTimeline
Farther Finance Advisors, LLC2,167$146K<0.01%+1,87813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,135$144K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,955$131K<0.01%013F-HRTimelineGroup
Investors Research Corp1,799$121K0.02%-4,67113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,705$115K<0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,527$103K<0.01%+1313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,354$91K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,232$83K0.01%013F-HRTimeline
Horizons Wealth Management1,233$82.9K0.06%013F-HRTimeline
Advisory Services Network, LLC1,114$74.9K<0.01%new13F-HRTimeline
Financial Freedom, LLC1,069$71.9K0.04%013F-HRTimeline
Golden State Wealth Management, LLC1,050$70.6K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,008$67.7K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC900$61.1K<0.01%013F-HRTimeline
Allworth Financial LP773$52K<0.01%+26913F-HRTimeline
Cassaday & Co Wealth Management LLC744$50K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd740$49.7K<0.01%-113F-HRTimeline
AE Wealth Management LLC719$48.4K<0.01%013F-HRTimeline
NFSG Corp632$42.5K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.554$37.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV547$36.8K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC450$30.2K0.01%-713F-HRTimeline
Glen Eagle Advisors, LLC306$20.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.291$19.6K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC228$15.3K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.200$13.4K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.153$10.3K<0.01%013F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC150$10.1K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC110$7.39K<0.01%13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.85$5.71K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…45$3.02K<0.01%013F-HRTimeline
Quent Capital, LLC40$2.69K<0.01%013F-HRTimeline
Operose Advisors LLC24$1.61K<0.01%013F-HRTimeline
Strategic Advocates LLC8$538<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$134<0.01%new13F-HRTimelineGroup