EZM WISDOMTREE TR
FollowUS MIDCAP FUND (fund)
Filings received so far for Q3 2026: 11 13F filers report a position in EZM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Breakwater Capital Group | 81,381 | $5.83M | 0.69% | +3,595 | 13F-HRTimeline |
| Roan Capital Partners | 49,158 | $3.52M | 2.58% | +1,206 | 13F-HRTimeline |
| Apella Capital, LLC | 20,925 | $1.51M | 0.02% | 0 | 13F-HRTimeline |
| RVW Wealth, LLC | 16,165 | $1.16M | 0.07% | 0 | 13F-HRTimeline |
| LBJ Family Wealth Advisors, Ltd. | 10,495 | $752K | 0.38% | +24 | 13F-HRTimeline |
| Kaydan Wealth Management, Inc. | 3,450 | $247K | 0.08% | 0 | 13F-HRTimeline |
| Post Resch Tallon Group Inc. | 3,240 | $232K | 0.16% | 0 | 13F-HRTimeline |
| RTD Financial Advisors, Inc. | 2,842 | $204K | 0.02% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 2,367 | $170K | <0.01% | +261 | 13F-HRTimeline |
| Horizons Wealth Management | 1,233 | $88.3K | 0.06% | 13F-HRTimeline | |
| Investors Research Corp | 917 | $65.7K | 0.01% | -882 | 13F-HRTimeline |