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Wisdomtree US Midcap Fund (EZM)

CUSIP: 97717W570 | NYSE | 524 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Davenport & Co LLC1,054,847
0.4% of portfolio›$75.6M
Truist Financial Corp480,702
0.0% of portfolio›$34.4M
CPC Advisors, LLC271,392
2.6% of portfolio›$19.4M
Breakwater Capital Group81,381
0.7% of portfolio›$5.8M
Cambridge Investment Research Advisors, Inc.75,299
0.0% of portfolio›$5.4K
Provident Wealth Management, LLC72,188
1.8% of portfolio›$5.2M
Davidson Kahn Capital Management, LLC68,304
1.9% of portfolio›$4.9M
Sylvest Advisors, LLC64,130
2.0% of portfolio›$4.6M
TopTier Wealth Management, LLC59,804
2.5% of portfolio›$4.3M
Central Trust Co53,636
0.1% of portfolio›$3.8M
Roan Capital Partners49,158
2.6% of portfolio›$3.5M
Commonwealth Equity Services, LLC47,051
0.0% of portfolio›$3.4M
Kestra Advisory Services, LLC44,594
0.0% of portfolio›$3.2M
Culbertson A N & Co Inc44,045
0.4% of portfolio›$3.2M
Great Point Wealth Advisors, LLC41,031
0.5% of portfolio›$2.9M
Lionshead Wealth Management, LLC40,660
2.0% of portfolio›$2.9M
GHP Investment Advisors, Inc.38,240
0.1% of portfolio›$2.7M
Lauer Wealth, LLC35,590
1.6% of portfolio›$2.6M
Flagship Harbor Advisors, LLC24,479
0.1% of portfolio›$1.8M
Envision Financial LLC21,986
0.9% of portfolio›$1.9M
Apella Capital, LLC20,925
0.0% of portfolio›$1.5M
Mather Group, Llc.20,243
0.0% of portfolio›$1.5M
RVW Wealth, LLC16,165
0.1% of portfolio›$1.2M
Aurora Private Wealth, Inc.11,114
0.0% of portfolio›$796
LBJ Family Wealth Advisors, Ltd.10,495
0.4% of portfolio›$752
Amplius Wealth Advisors, LLC9,965
0.0% of portfolio›$713.9K
Creative Planning9,050
0.0% of portfolio›$648.3K
Wealth Enhancement Advisory Services, LLC8,555
0.0% of portfolio›$620.5K
Ascentis Independent Advisors8,113
0.0% of portfolio›$581.3K
Cathy Pareto & Associates, Inc7,622
0.3% of portfolio›$546.1K
Team Financial Group, LLC6,193
0.2% of portfolio›$443.7K
S.A. Mason LLC6,079
0.1% of portfolio›$435.5K
Asset Dedication, LLC6,030
0.0% of portfolio›$432.0K
Sensible Money, LLC5,933
0.1% of portfolio›$425.0K
Bridgelight Financial Advisors, Inc.5,676
0.3% of portfolio›$406.6K
Laurel OAK Wealth Management, LLC5,538
0.1% of portfolio›$396.7K
Cornerstone Wealth Management, LLC5,308
0.0% of portfolio›$380.3K
Wealthcare Advisory Partners LLC4,916
0.0% of portfolio›$352.1K
Fulton Bank, N.A.4,698
0.0% of portfolio›$336.6K
Vicus Capital4,442
0.0% of portfolio›$318.2K
Midwest Trust Co4,324
0.0% of portfolio›$309.8K
Howard Wealth Management, LLC4,317
0.1% of portfolio›$309.3K
M Holdings Securities, Inc.4,258
0.0% of portfolio›$321
Vise Technologies, Inc.4,237
0.0% of portfolio›$303.5K
Simplicity Wealth,LLC4,234
0.0% of portfolio›$303.4K
Capital Management Corp4,050
0.0% of portfolio›$290.1K
Koshinski Asset Management, Inc.3,923
0.0% of portfolio›$281.0K
Acorn Wealth Advisors, LLC3,916
0.1% of portfolio›$296.8K
Stanich Group LLC3,904
0.1% of portfolio›$279.7K
Colonial River Investments, LLC3,737
0.1% of portfolio›$267.7K
BlueChip Wealth Advisors LLC3,639
0.1% of portfolio›$260.7K
Financial Insights, Inc.3,563
0.1% of portfolio›$255.3K
Principle Wealth Partners LLC3,482
0.0% of portfolio›$249.5K
Kaydan Wealth Management, Inc.3,450
0.1% of portfolio›$247.2K
McKinley Carter Wealth Services, Inc.3,410
0.0% of portfolio›$244.3K
Post Resch Tallon Group Inc.3,240
0.2% of portfolio›$232.1K
Align Financial, LLC3,103
0.1% of portfolio›$222.3K
SeaCrest Wealth Management, LLC3,103
0.0% of portfolio›$222.3K
RTD Financial Advisors, Inc.2,842
0.0% of portfolio›$203.6K
Chicago Partners Investment Group LLC2,736
0.0% of portfolio›$201.3K
Dhjj Financial Advisors, Ltd.2,370
0.0% of portfolio›$169.8K
Farther Finance Advisors, LLC2,367
0.0% of portfolio›$169.6K
Fifth Third Bancorp2,258
0.0% of portfolio›$161.8K
US Bancorp \de\1,955
0.0% of portfolio›$140.1K
William Mack & Associates, Inc.1,930
0.0% of portfolio›$138.3K
Ashton Thomas Private Wealth, LLC1,547
0.0% of portfolio›$110.8K
SBK Financial, Inc.1,467
0.1% of portfolio›$105.1K
Horizons Wealth Management1,233
0.1% of portfolio›$88.3K
Capital Advisors, Ltd. LLC1,232
0.0% of portfolio›$88
Golden State Wealth Management, LLC1,050
0.0% of portfolio›$75.2K
Assetmark, Inc1,008
0.0% of portfolio›$72.2K
Investors Research Corp917
0.0% of portfolio›$65.7K
Cassaday & Co Wealth Management LLC744
0.0% of portfolio›$53.3K
Nfsg Corp632
0.0% of portfolio›$45.3K
EPG Wealth Management LLC569
0.0% of portfolio›$40.8K
Oakworth Capital, Inc.554
0.0% of portfolio›$39.7K
Creative Financial Designs Inc547
0.0% of portfolio›$39.2K
Quaker Wealth Management, LLC440
0.0% of portfolio›$31.5K
Trust Co of Vermont400
0.0% of portfolio›$28.7K
James T. Borello RIA387
0.0% of portfolio›$27.7K
Lanark Financial, Inc.292
0.0% of portfolio›$20.9K
Allspring Global Investments Holdings, LLC282
0.0% of portfolio›$20.6K
RMG Wealth Management LLC265
0.0% of portfolio›$19.6K
Plante Moran Financial Advisors, LLC228
0.0% of portfolio›$16.3K
Evolution Wealth Management Inc.200
0.0% of portfolio›$14.3K
Provenance Wealth Advisors, LLC129
0.0% of portfolio›$9.2K
Pinnacle Wealth Planning Services, Inc.85
0.0% of portfolio›$6.1K
Atlantic Edge Private Wealth Management, LLC45
0.0% of portfolio›$3.2K
Strategic Advocates LLC8
0.0% of portfolio›$573
StyleTurnoverLocationFiled
Davenport & Co LLC
1,054,847$75.6M0.4%CoreMediumRichmond, VA2026-10-14
Truist Financial Corp
480,702$34.4M0.0%CoreLowCharlotte, NC2026-10-30
CPC Advisors, LLC
271,392$19.4M2.6%ETFMediumAtlanta, GA2026-10-21
Breakwater Capital Group
81,381$5.8M0.7%ETFLowParamus, NJ2026-10-09
Cambridge Investment Research Advisors, Inc.
75,299$5.4K0.0%ETFLowFairfield, IA2026-11-02
Provident Wealth Management, LLC
72,188$5.2M1.8%ETFVery LowBrentwood, TN2026-10-20
Davidson Kahn Capital Management, LLC
68,304$4.9M1.9%GrowthLowSherman Oaks, CA2026-10-26
Sylvest Advisors, LLC
64,130$4.6M2.0%ETFMediumDallas, TX2026-10-26
TopTier Wealth Management, LLC
59,804$4.3M2.5%ETFVery LowMuskego, WI2026-10-16
Central Trust Co
53,636$3.8M0.1%CoreLowJefferson City, MO2026-11-05
Roan Capital Partners
49,158$3.5M2.6%ETFMediumJohnson City, TN2026-10-09
Commonwealth Equity Services, LLC
47,051$3.4M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
44,594$3.2M0.0%CoreLowAustin, TX2026-11-02
Culbertson A N & Co Inc
44,045$3.2M0.4%CoreVery LowCharlottesville, VA2026-10-21
Great Point Wealth Advisors, LLC
41,031$2.9M0.5%ETFVery LowBoston, MA2026-10-15
Lionshead Wealth Management, LLC
40,660$2.9M2.0%ETFLowNew York, NY2026-10-21
GHP Investment Advisors, Inc.
38,240$2.7M0.1%CoreVery LowDenver, CO2026-10-15
Lauer Wealth, LLC
35,590$2.6M1.6%ETFMediumValparaiso, IN2026-10-13
Flagship Harbor Advisors, LLC
24,479$1.8M0.1%ETFMediumBoston, MA2026-10-26
Envision Financial LLC
21,986$1.9M0.9%ETFLowBrookfield, WI2026-10-15
Apella Capital, LLC
20,925$1.5M0.0%ETFVery LowWest Hartford, CT2026-10-08
Mather Group, Llc.
20,243$1.5M0.0%ETFMediumChicago, IL2026-10-14
RVW Wealth, LLC
16,165$1.2M0.1%ETFVery LowLos Angeles, CA2026-10-06
Aurora Private Wealth, Inc.
11,114$7960.0%ETFLowRockaway, NJ2026-10-20
LBJ Family Wealth Advisors, Ltd.
10,495$7520.4%ETFVery LowAustin, TX2026-10-01
Amplius Wealth Advisors, LLC
9,965$713.9K0.0%ETFLowBlue Bell, PA2026-10-20
Creative Planning
9,050$648.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
8,555$620.5K0.0%CoreLowPlymouth, MN2026-10-13
Ascentis Independent Advisors
8,113$581.3K0.0%ETFLowDallas, TX2026-11-03
Cathy Pareto & Associates, Inc
7,622$546.1K0.3%ETFLowCoral Gables, FL2026-10-15
Team Financial Group, LLC
6,193$443.7K0.2%ETFLowTemecula, CA2026-10-30
S.A. Mason LLC
6,079$435.5K0.1%GrowthVery LowHolland, MI2026-10-13
Asset Dedication, LLC
6,030$432.0K0.0%ETFLowSan Francisco, CA2026-11-03
Sensible Money, LLC
5,933$425.0K0.1%ETFVery LowScottsdale, AZ2026-10-20
Bridgelight Financial Advisors, Inc.
5,676$406.6K0.3%CoreMediumShelton, CT2026-10-20
Laurel OAK Wealth Management, LLC
5,538$396.7K0.1%GrowthLowMarlton, NJ2026-10-19
Cornerstone Wealth Management, LLC
5,308$380.3K0.0%ETFVery LowSt. Peters, MO2026-11-04
Wealthcare Advisory Partners LLC
4,916$352.1K0.0%ETFLowWest Chester, PA2026-10-21
Fulton Bank, N.A.
4,698$336.6K0.0%CoreLowLancaster, PA2026-10-14
Vicus Capital
4,442$318.2K0.0%ETFMediumState College, PA2026-11-05
Midwest Trust Co
4,324$309.8K0.0%CoreLowOverland Park, KS2026-10-22
Howard Wealth Management, LLC
4,317$309.3K0.1%ETFVery LowMadison, CT2026-10-28
M Holdings Securities, Inc.
4,258$3210.0%ETFHighPortland, OR2026-11-03
Vise Technologies, Inc.
4,237$303.5K0.0%IndexLowNew York, NY2026-10-29
Simplicity Wealth,LLC
4,234$303.4K0.0%ETFLowSummit, NJ2026-10-23
Capital Management Corp
4,050$290.1K0.0%YieldMediumGlen Allen, VA2026-10-29
Koshinski Asset Management, Inc.
3,923$281.0K0.0%ETFLowDecatur, IL2026-10-29
Acorn Wealth Advisors, LLC
3,916$296.8K0.1%ETFLowGrand Blanc, MI2026-10-19
Stanich Group LLC
3,904$279.7K0.1%ETFVery LowMontauk, NY2026-10-16
Colonial River Investments, LLC
3,737$267.7K0.1%GrowthMediumMidlothian, VA2026-10-19
BlueChip Wealth Advisors LLC
3,639$260.7K0.1%ETFMediumMilton, GA2026-11-03
Financial Insights, Inc.
3,563$255.3K0.1%ETFLowTacoma, WA2026-10-27
Principle Wealth Partners LLC
3,482$249.5K0.0%CoreVery LowMadison, CT2026-11-02
Kaydan Wealth Management, Inc.
3,450$247.2K0.1%ETFMediumFenton, MI2026-10-08
McKinley Carter Wealth Services, Inc.
3,410$244.3K0.0%ETFMediumWheeling, WV2026-10-16
Post Resch Tallon Group Inc.
3,240$232.1K0.2%ETFLowPittsford, NY2026-10-09
Align Financial, LLC
3,103$222.3K0.1%ETFVery LowHermantown, MN2026-10-16
SeaCrest Wealth Management, LLC
3,103$222.3K0.0%GrowthLowPurchase, NY2026-10-21
RTD Financial Advisors, Inc.
2,842$203.6K0.0%ETFLowPhiladelphia, PA2026-10-09
Chicago Partners Investment Group LLC
2,736$201.3K0.0%GARPLowChicago, IL2026-10-27
Dhjj Financial Advisors, Ltd.
2,370$169.8K0.0%ETFVery LowNaperville, IL2026-10-23
Farther Finance Advisors, LLC
2,367$169.6K0.0%IndexLowSan Francisco, CA2026-10-08
Fifth Third Bancorp
2,258$161.8K0.0%IndexVery LowCincinnati, OH2026-11-05
US Bancorp \de\
1,955$140.1K0.0%IndexLowMinneapolis, MN2026-11-05
William Mack & Associates, Inc.
1,930$138.3K0.0%ETFLowTroy, MI2026-10-27
Ashton Thomas Private Wealth, LLC
1,547$110.8K0.0%CoreMediumScottsdale, AZ2026-11-03
SBK Financial, Inc.
1,467$105.1K0.1%N/AN/ARichmond, VA2026-11-02
Horizons Wealth Management
1,233$88.3K0.1%ETFLowAsheville, NC2026-10-05
Capital Advisors, Ltd. LLC
1,232$880.0%ETFLowShaker Heights, OH2026-10-27
Golden State Wealth Management, LLC
1,050$75.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Assetmark, Inc
1,008$72.2K0.0%ETFLowConcord, CA2026-10-21
Investors Research Corp
917$65.7K0.0%ETFLowAtlanta, GA2026-10-07
Cassaday & Co Wealth Management LLC
744$53.3K0.0%ETFVery LowMclean, VA2026-10-27
Nfsg Corp
632$45.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
EPG Wealth Management LLC
569$40.8K0.0%GrowthLowAtlanta, GA2026-11-03
Oakworth Capital, Inc.
554$39.7K0.0%ETFLowBirmingham, AL2026-10-26
Creative Financial Designs Inc
547$39.2K0.0%ETFMediumKokomo, IN2026-11-04
Quaker Wealth Management, LLC
440$31.5K0.0%ETFMediumMoorestown, NJ2026-10-22
Trust Co of Vermont
400$28.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
James T. Borello RIA
387$27.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
Lanark Financial, Inc.
292$20.9K0.0%CoreMediumBirmingham, AL2026-10-26
Allspring Global Investments Holdings, LLC
282$20.6K0.0%CoreMediumCharlotte, NC2026-11-04
RMG Wealth Management LLC
265$19.6K0.0%ETFVery HighPlatteville, WI2026-10-26
Plante Moran Financial Advisors, LLC
228$16.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Evolution Wealth Management Inc.
200$14.3K0.0%ETFMediumFort Myers, FL2026-10-28
Provenance Wealth Advisors, LLC
129$9.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Pinnacle Wealth Planning Services, Inc.
85$6.1K0.0%GARPLowMansfield, OH2026-10-27
Atlantic Edge Private Wealth Management, LLC
45$3.2K0.0%CoreLowJacksonville, FL2026-10-20
Strategic Advocates LLC
8$5730.0%GrowthLowSacramento, CA2026-11-03