Vault-13

WISDOMTREE TR EZM

US MIDCAP FUND · ETP · CUSIP 97717W570

145 institutional holders +4 vs Q1 2025
7,146,6157.1m shares reported held*
$441.6mreported value*
15 new 44 added 43 reduced 12 sold out net bought ≈ $14.0m (+226.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($108.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $61.80.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 122Q4 22: 131Q1 23: 134Q2 23: 138Q3 23: 138Q4 23: 148Q1 24: 152Q2 24: 147Q3 24: 145Q4 24: 147Q1 25: 141Q2 25: 145145Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022122
Q4 2022131
Q1 2023134
Q2 2023138
Q3 2023138
Q4 2023148
Q1 2024152
Q2 2024147
Q3 2024145
Q4 2024147
Q1 2025141
Q2 2025145

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 47 bought or addedQ3 23: 48 cut or sold outQ4 23: 57 bought or addedQ4 23: 50 cut or sold outQ4 23Q1 24: 53 bought or addedQ1 24: 58 cut or sold outQ2 24: 52 bought or addedQ2 24: 64 cut or sold outQ2 24Q3 24: 55 bought or addedQ3 24: 53 cut or sold outQ4 24: 45 bought or addedQ4 24: 56 cut or sold outQ4 24Q1 25: 50 bought or addedQ1 25: 60 cut or sold outQ2 25: 59 bought or addedQ2 25: 55 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234748
Q4 20235750
Q1 20245358
Q2 20245264
Q3 20245553
Q4 20244556
Q1 20255060
Q2 20255955

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10k$20k$30kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $27.2kQ1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$0$27.2k—
Q2 2025$0$0—

Biggest buyers

DAVENPORT & Co LLC Added +70,318+70.3k
ROYAL BANK OF CANADA Added +67,720+67.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +41,105+41.1k
UBS Group AG Added +37,451+37.5k
Foster Group, Inc. New +19,275+19.3k
Summit Financial, LLC New +18,878+18.9k
BANK OF AMERICA CORP /DE/ Added +18,410+18.4k
Baird Financial Group, Inc. Added +18,007+18.0k
THEORY FINANCIAL LLC Added +15,876+15.9k
Steward Partners Investment Advisory, LLC Added +14,677+14.7k

Biggest sellers

Lauer Wealth, LLC Reduced -42,534-42.5k
JPMORGAN CHASE & CO Reduced -26,316-26.3k
Cambridge Investment Research Advisors, Inc. Reduced -19,148-19.1k
RAYMOND JAMES FINANCIAL INC Reduced -18,888-18.9k
TRUIST FINANCIAL CORP Reduced -17,623-17.6k
CRUX WEALTH ADVISORS Reduced -10,869-10.9k
Cetera Investment Advisers Reduced -10,049-10.0k
JANE STREET GROUP, LLC Sold out -8,634-8.6k
Belpointe Asset Management LLC Sold out -8,258-8.3k
SYNOVUS FINANCIAL CORP Reduced -7,069-7.1k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 DAVENPORT & Co LLC 0.23% of their portfolio RICHMOND, VA 666,452666.5k $41.2m $41.2m 0.23% Added +70.3k +70,318
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 665,277665.3k $41.1m $41.1m 0.01% Added +37.5k +37,451
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 533,933533.9k $33.0m $33.0m 0.00% Added +18.4k +18,410
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 458,733458.7k $28.3m $28.3m 0.00% Added +4.8k +4,763
5 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 416,759416.8k $25.7m $25.7m 0.04% Reduced -17.6k -17,623
6 Freedom Investment Management, Inc. 1.61% of their portfolio SOUTH WINDSOR, CT 325,994326.0k $20.1m $20.1m 1.61% Added +13.9k +13,879
7 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 310,148310.1k $19.2m $19.2m 0.03% Added +18.0k +18,007
8 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 211,477211.5k $13.1m $13.1m 0.07% Added +3.6k +3,623
9 IEQ CAPITAL, LLC 0.08% of their portfolio Foster City, CA 205,093205.1k $12.7m $12.7m 0.08% Unchanged
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 195,415195.4k $12.1m $12.1m 0.00% Reduced -3.5k -3,549
11 CPC Advisors, LLC 1.51% of their portfolio Atlanta, GA 194,607194.6k $12.0m $12.0m 1.51% Added +11.5k +11,485
12 Clearwater Capital Advisors, LLC 1.01% of their portfolio HOFFMAN ESTATES, IL 178,844178.8k $11.0m $11.0m 1.01% Added +7.1k +7,103
13 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 174,756174.8k $10.8m $10.8m 0.01% Reduced -1.7k -1,673
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 142,634142.6k $8.8m $8.8m 0.00% Reduced -18.9k -18,888
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 128,762128.8k $8.0m $8.0m 0.00% Reduced -26.3k -26,316
16 Steward Partners Investment Advisory, LLC 0.06% of their portfolio STAMFORD, CT 119,509119.5k $7.4m $7.4m 0.06% Added +14.7k +14,677
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 108,684108.7k $6.7m $6.7m 0.00% Added +67.7k +67,720
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 97,22797.2k $6.0m $6.0m 0.00% Reduced -726 -726
19 Provident Wealth Management, LLC 1.87% of their portfolio BRENTWOOD, TN 92,59292.6k $5.7m $5.7m 1.87% Added +1.1k +1,135
20 Breakwater Capital Group 0.92% of their portfolio PARAMUS, NJ 91,65291.7k $5.7m $5.7m 0.92% Added +2.4k +2,410
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 90,91190.9k $5.6m $5.6m 0.00% Reduced -1.5k -1,486
22 THEORY FINANCIAL LLC 1.99% of their portfolio FORT COLLINS, CO 83,78783.8k $5.2m $5.2m 1.99% Added +15.9k +15,876
23 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 82,95483.0k $5.1m $5.1m 0.02% Reduced -19.1k -19,148
24 SYNOVUS FINANCIAL CORP 0.06% of their portfolio Columbus, GA 82,20382.2k $5.1m $5.1m 0.06% Reduced -7.1k -7,069
25 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 81,98782.0k $5.1m $5.1m 0.04% Reduced -6.1k -6,134
26 Davidson Kahn Capital Management, LLC 2.82% of their portfolio SHERMAN OAKS, CA 70,97471.0k $4.4m $4.4m 2.82% Added +4.1k +4,088
27 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 70,52670.5k $4.4m $4.4m 0.01% Added +6.5k +6,475
28 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 62,63462.6k $3.9m $3.9m 0.01% Added +1.3k +1,347
29 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 55,89955.9k $3.5m $3.5m 0.01% Reduced -10.0k -10,049
30 Lionshead Wealth Management, LLC 2.84% of their portfolio New York, NY 49,79849.8k $3.1m $3.1m 2.84% Reduced -3.2k -3,179
31 CULBERTSON A N & CO INC 0.44% of their portfolio Charlottesville, VA 46,41346.4k $2.9m $2.9m 0.44% Added +45 +45
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 41,10541.1k $2.5m $2.5m 0.00% New
33 GHP Investment Advisors, Inc. 0.11% of their portfolio Denver, CO 40,13740.1k $2.5m $2.5m 0.11% Reduced -637 -637
34 NewSquare Capital LLC 0.18% of their portfolio NEWTOWN SQUARE, PA 39,44439.4k $2.4m $2.4m 0.18% Added +2.8k +2,838
35 Sylvest Advisors, LLC 1.37% of their portfolio DALLAS, TX 38,52538.5k $2.4m $2.4m 1.37% Added +3.1k +3,081
36 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 38,16038.2k $2.4m $2.4m 0.00% Added +6.9k +6,943
37 Lauer Wealth, LLC 1.86% of their portfolio VALPARAISO, IN 35,49235.5k $2.2m $2.2m 1.86% Reduced -42.5k -42,534
38 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 30,83430.8k $1.9m $1.9m 0.00% Added +14.6k +14,617
39 CRUX WEALTH ADVISORS 0.81% of their portfolio LONG BEACH, CA 30,70130.7k $1.9m $1.9m 0.81% Reduced -10.9k -10,869
40 Northeast Financial Consultants Inc 0.07% of their portfolio WESTPORT, CT 29,50529.5k $1.8m $1.8m 0.07% Reduced -3.0k -3,000
41 CENTRAL TRUST Co 0.04% of their portfolio JEFFERSON CITY, MO 29,27229.3k $1.8m $1.8m 0.04% Added +794 +794
42 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 28,27028.3k $1.7m $1.7m 0.00% Added +2.1k +2,084
43 L & S Advisors Inc 0.16% of their portfolio Los Angeles, CA 26,47526.5k $1.6m $1.6m 0.16% Added +4.9k +4,896
44 FLAGSHIP HARBOR ADVISORS, LLC 0.07% of their portfolio BOSTON, MA 25,34225.3k $1.6m $1.6m 0.07% Reduced -1.8k -1,757
45 MATHER GROUP, LLC. 0.02% of their portfolio CHICAGO, IL 25,30325.3k $1.6m $1.6m 0.02% Reduced -481 -481
46 Apella Capital, LLC 0.04% of their portfolio WEST HARTFORD, CT 20,92520.9k $1.3m $1.3m 0.04% Unchanged
47 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 19,81619.8k $1.2m $1.2m 0.01% Added +843 +843
48 Foster Group, Inc. 0.04% of their portfolio WEST DES MOINES, IA 19,27519.3k $1.2m $1.2m 0.04% New
49 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 18,87818.9k $1.2m $1.2m 0.03% New
50 Mason Investment Advisory Services, Inc. 0.06% of their portfolio RESTON, VA 17,43417.4k $1.1m $1.1m 0.06% Unchanged
51 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 17,23117.2k $1.1m $1.1m 0.01% Added +20 +20
52 RVW Wealth, LLC 0.09% of their portfolio LOS ANGELES, CA 16,31316.3k $1.0m $1.0m 0.09% Reduced -1.2k -1,245
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 15,28315.3k $944.0k $944.0k 0.00% Added +5.1k +5,097
54 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 14,65114.7k $905.0k $905.0k 0.00% Unchanged
55 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 14,37714.4k $888.1k $888.1k 0.02% Reduced -2.1k -2,145
56 Western Wealth Management, LLC 0.05% of their portfolio GOLDEN, CO 13,86713.9k $856.6k $856.6k 0.05% Reduced -2.5k -2,451
57 Institute for Wealth Management, LLC. 0.09% of their portfolio DENVER, CO 12,79012.8k $790.0k $790.0k 0.09% Unchanged
58 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,63412.6k $780.4k $780.4k 0.01% Reduced -2.2k -2,217
59 Envision Financial LLC 0.51% of their portfolio BROOKFIELD, WI 12,39412.4k $765.6k $765.6k 0.51% Added +12 +12
60 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 12,00012.0k $741.2k $741.2k 0.01% Unchanged
61 Asset Dedication, LLC 0.05% of their portfolio SAN FRANCISCO, CA 11,96312.0k $739.0k $739.0k 0.05% Unchanged
62 Sensible Money, LLC 0.28% of their portfolio SCOTTSDALE, AZ 11,86611.9k $733.0k $733.0k 0.28% Reduced -180 -180
63 Pacific Sun Financial Corp 0.35% of their portfolio LOS ANGELES, CA 10,95511.0k $676.7k $676.7k 0.35% Unchanged
64 Aurora Private Wealth, Inc. 0.50% of their portfolio ROCKAWAY, NJ 10,93410.9k $675.0k $675.0k 0.50% Added +45 +45
65 LBJ Family Wealth Advisors, Ltd. 0.39% of their portfolio AUSTIN, TX 10,79510.8k $667.0k $667.0k 0.39% Added +34 +34
66 Oxler Private Wealth LLC 0.21% of their portfolio Rye Brook, NY 10,67610.7k $659.5k $659.5k 0.21% Reduced -623 -623
67 Per Stirling Capital Management, LLC. 0.08% of their portfolio AUSTIN, TX 9,7379.7k $601.5k $601.5k 0.08% Reduced -232 -232
68 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,6209.6k $594.2k $594.2k 0.00% Reduced -141 -141
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,8428.8k $562.7k $562.7k 0.00% Reduced -631 -631
70 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,7628.8k $541.2k $541.2k 0.00% Added +130 +130
71 CATHY PARETO & ASSOCIATES, INC 0.42% of their portfolio CORAL GABLES, FL 8,1868.2k $505.7k $505.7k 0.42% Reduced -1.6k -1,595
72 PSI Advisors, LLC 0.23% of their portfolio TAMPA, FL 7,6757.7k $474.1k $474.1k 0.23% Unchanged
73 Sargent Investment Group, LLC 0.06% of their portfolio BETHESDA, MD 7,5757.6k $473.5k $473.5k 0.06% Reduced -230 -230
74 CVA Family Office, LLC 0.06% of their portfolio DENVER, CO 7,2697.3k $449.0k $449.0k 0.06% Added +1 +1
75 Bragg Financial Advisors, Inc 0.02% of their portfolio CHARLOTTE, NC 7,0427.0k $435.0k $435.0k 0.02% New
76 Team Financial Group, LLC 0.21% of their portfolio TEMECULA, CA 7,0017.0k $432.5k $432.5k 0.21% Reduced -1.4k -1,399
77 Centric Wealth Management 0.10% of their portfolio CHICAGO, IL 6,9957.0k $437.3k $437.3k 0.10% Reduced -272 -272
78 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 6,9757.0k $430.8k $430.8k 0.00% Unchanged
79 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 6,9276.9k $427.9k $427.9k 0.00% Unchanged
80 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 6,8086.8k $420.5k $420.5k 0.00% Reduced -174 -174
81 Investors Research Corp 0.08% of their portfolio ATLANTA, GA 6,6956.7k $413.6k $413.6k 0.08% Reduced -58 -58
82 Amplius Wealth Advisors, LLC 0.04% of their portfolio BLUE BELL, PA 6,6506.7k $410.8k $410.8k 0.04% New
83 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 6,6186.6k $408.8k $408.8k 0.00% Reduced -121 -121
84 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 6,5436.5k $404.0k $404.0k 0.01% New
85 Dana Investment Advisors, Inc. 0.01% of their portfolio BROOKFIELD, WI 6,4626.5k $399.2k $399.2k 0.01% Added +3.1k +3,052
86 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,3366.3k $391.4k $391.4k 0.00% Reduced -1.4k -1,406
87 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 6,3296.3k $390.9k $390.9k 0.01% New
88 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,1656.2k $381.0k $381.0k 0.00% Added +1.3k +1,336
89 S.A. Mason LLC 0.18% of their portfolio HOLLAND, MI 6,0796.1k $375.5k $375.5k 0.18% Unchanged
90 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 5,7175.7k $353.1k $353.1k 0.02% Added +1.1k +1,145
91 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,5495.5k $342.8k $342.8k 0.00% Reduced -1.5k -1,527
92 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 5,0495.0k $311.9k $311.9k 0.01% Unchanged
93 CAPITAL MANAGEMENT CORP /VA 0.05% of their portfolio GLEN ALLEN, VA 4,7104.7k $290.9k $290.9k 0.05% Added +122 +122
94 Medallion Wealth Advisors, LLC 0.11% of their portfolio FARMINGTON, CT 4,6414.6k $290.4k $290.4k 0.11% Reduced -331 -331
95 VICUS CAPITAL 0.02% of their portfolio STATE COLLEGE, PA 4,5864.6k $283.2k $283.2k 0.02% Reduced -1.2k -1,241
96 HOWARD WEALTH MANAGEMENT, LLC 0.14% of their portfolio Madison, CT 4,4554.5k $275.2k $275.2k 0.14% Unchanged
97 Mariner, LLC 0.00% of their portfolio Overland Park, KS 4,4044.4k $272.0k $272.0k 0.00% Added +615 +615
98 McKinley Carter Wealth Services, Inc. 0.01% of their portfolio WHEELING, WV 4,2084.2k $259.9k $259.9k 0.01% Unchanged
99 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 4,1914.2k $258.9k $258.9k 0.00% Unchanged
100 Stanich Group LLC 0.23% of their portfolio MONTAUK, NY 4,1184.1k $261.6k $261.6k 0.23% Unchanged