Vault-13

WISDOMTREE TR EZM

US MIDCAP FUND · ETP · CUSIP 97717W570

172 institutional holders +2 vs Q4 2025
7,563,4887.6m shares reported held*
$508.4mreported value*
11 new 48 added 54 reduced 9 sold out net bought ≈ $17.9m (+62.7k 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 ($1.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.22.

Trends to Q1 2026

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: 145Q3 25: 145Q4 25: 170Q1 26: 172172Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025145
Q4 2025170
Q1 2026172

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 52 bought or addedQ2 24: 64 cut or sold outQ3 24: 55 bought or addedQ3 24: 53 cut or sold outQ3 24Q4 24: 45 bought or addedQ4 24: 56 cut or sold outQ1 25: 50 bought or addedQ1 25: 60 cut or sold outQ1 25Q2 25: 59 bought or addedQ2 25: 55 cut or sold outQ3 25: 55 bought or addedQ3 25: 60 cut or sold outQ3 25Q4 25: 66 bought or addedQ4 25: 57 cut or sold outQ1 26: 59 bought or addedQ1 26: 63 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245264
Q3 20245553
Q4 20244556
Q1 20255060
Q2 20255955
Q3 20255560
Q4 20256657
Q1 20265963

Biggest buyers

LPL Financial LLC Added +179,673+179.7k
DAVENPORT & Co LLC Added +103,243+103.2k
TRUIST FINANCIAL CORP Added +63,990+64.0k
OneDigital Investment Advisors LLC New +40,116+40.1k
CITADEL ADVISORS LLC New +30,490+30.5k
WELLS FARGO & COMPANY/MN Added +23,451+23.5k
ROYAL BANK OF CANADA Added +20,205+20.2k
THEORY FINANCIAL LLC Added +18,934+18.9k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +18,655+18.7k
CENTRAL TRUST Co Added +8,129+8.1k

Biggest sellers

Align Financial, LLC Reduced -204,177-204.2k
Equitable Holdings, Inc. Reduced -53,789-53.8k
Westwood Wealth Management Sold out -43,341-43.3k
RAYMOND JAMES FINANCIAL INC Reduced -42,271-42.3k
Corient Private Wealth LP Reduced -30,442-30.4k
UBS Group AG Reduced -23,506-23.5k
Foster Group, Inc. Sold out -19,404-19.4k
HighTower Advisors, LLC Reduced -15,435-15.4k
BANK OF AMERICA CORP /DE/ Reduced -11,196-11.2k
Baird Financial Group, Inc. Reduced -9,819-9.8k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 DAVENPORT & Co LLC 0.27% of their portfolio RICHMOND, VA 722,893722.9k $48.6m $48.6m 0.27% Added +103.2k +103,243
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 580,020580.0k $39.0m $39.0m 0.01% Reduced -23.5k -23,506
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 494,646494.6k $33.3m $33.3m 0.00% Reduced -11.2k -11,196
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 459,906459.9k $30.9m $30.9m 0.00% Added +628 +628
5 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 438,925438.9k $29.5m $29.5m 0.04% Added +64.0k +63,990
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 429,148429.1k $28.8m $28.8m 0.01% Added +179.7k +179,673
7 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 322,814322.8k $21.7m $21.7m 0.03% Reduced -9.8k -9,819
8 Freedom Investment Management, Inc. 5.87% of their portfolio SOUTH WINDSOR, CT 294,048294.0k $19.8m $19.8m 5.87% Reduced -7.5k -7,471
9 CPC Advisors, LLC 2.86% of their portfolio Atlanta, GA 262,309262.3k $17.6m $17.6m 2.86% Added +6.8k +6,843
10 IEQ CAPITAL, LLC 0.06% of their portfolio Foster City, CA 203,578203.6k $13.7m $13.7m 0.06% Unchanged
11 Clearwater Capital Advisors, LLC 1.04% of their portfolio HOFFMAN ESTATES, IL 191,663191.7k $12.9m $12.9m 1.04% Added +7.3k +7,268
12 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 175,021175.0k $11.8m $11.8m 0.06% Added +1.4k +1,391
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 152,224152.2k $10.2m $10.2m 0.00% Added +20.2k +20,205
14 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 140,645140.6k $9.5m $9.5m 0.01% Reduced -15.4k -15,435
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 119,997120.0k $7.9m $7.9m 0.00% Reduced -897 -897
16 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 115,106115.1k $7.7m $7.7m 0.00% Added +23.5k +23,451
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 107,249107.2k $7.2m $7.2m 0.00% Reduced -42.3k -42,271
18 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 104,497104.5k $7.0m $7.0m 0.04% Added +131 +131
19 Provident Wealth Management, LLC 2.02% of their portfolio BRENTWOOD, TN 99,59199.6k $6.7m $6.7m 2.02% Added +1.1k +1,142
20 THEORY FINANCIAL LLC 2.11% of their portfolio FORT COLLINS, CO 89,56389.6k $6.0m $6.0m 2.11% Added +18.9k +18,934
21 Pinnacle Financial Partners, Inc. 0.04% of their portfolio ATLANTA, GA 86,87686.9k $5.8m $5.8m 0.04% Reduced -66 -66
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 84,36084.4k $5.7m $5.7m 0.00% Reduced -1.6k -1,576
23 Davidson Kahn Capital Management, LLC 2.89% of their portfolio SHERMAN OAKS, CA 80,60680.6k $5.4m $5.4m 2.89% Reduced -4.2k -4,185
24 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 80,21180.2k $5.4m $5.4m 0.01% Reduced -1.3k -1,333
25 Breakwater Capital Group 0.72% of their portfolio PARAMUS, NJ 79,81079.8k $5.4m $5.4m 0.72% Reduced -310 -310
26 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 61,68161.7k $4.1m $4.1m 0.00% Reduced -2.7k -2,699
27 TopTier Wealth Management, LLC 2.52% of their portfolio MUSKEGO, WI 60,88460.9k $4.1m $4.1m 2.52% Reduced -32 -32
28 Sylvest Advisors, LLC 2.03% of their portfolio DALLAS, TX 56,89456.9k $3.8m $3.8m 2.03% Added +7.9k +7,863
29 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 54,40554.4k $3.7m $3.7m 0.00% Added +6.5k +6,509
30 Great Point Wealth Advisors, LLC 0.61% of their portfolio BOSTON, MA 48,85748.9k $3.3m $3.3m 0.61% Reduced -895 -895
31 NewSquare Capital LLC 0.28% of their portfolio NEWTOWN SQUARE, PA 47,27447.3k $3.2m $3.2m 0.28% Added +2.0k +2,025
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 46,83446.8k $3.1m $3.1m 0.00% Reduced -17 -17
33 CULBERTSON A N & CO INC 0.40% of their portfolio Charlottesville, VA 45,62545.6k $3.1m $3.1m 0.40% Reduced -85 -85
34 Roan Capital Partners 2.74% of their portfolio JOHNSON CITY, TN 44,02844.0k $3.0m $3.0m 2.74% First filing
35 CENTRAL TRUST Co 0.06% of their portfolio JEFFERSON CITY, MO 43,46643.5k $2.9m $2.9m 0.06% Added +8.1k +8,129
36 Lionshead Wealth Management, LLC 2.11% of their portfolio New York, NY 42,51242.5k $2.9m $2.9m 2.11% Reduced -829 -829
37 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 40,11640.1k $2.7m $2.7m 0.03% New
38 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 39,51239.5k $2.6m $2.6m 0.02% Reduced -53.8k -53,789
39 GHP Investment Advisors, Inc. 0.11% of their portfolio Denver, CO 38,58138.6k $2.6m $2.6m 0.11% Reduced -460 -460
40 Lauer Wealth, LLC 2.06% of their portfolio VALPARAISO, IN 36,87836.9k $2.6m $2.6m 2.06% Added +464 +464
41 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 34,48934.5k $2.3m $2.3m 0.00% Added +4.0k +4,050
42 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 32,46532.5k $2.2m $2.2m 0.00% Added +2.4k +2,401
43 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 30,49030.5k $2.0m $2.0m 0.00% New
44 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 30,44230.4k $2.0m $2.0m 0.00% Reduced -30.4k -30,442
45 L & S Advisors Inc 0.25% of their portfolio Los Angeles, CA 29,91629.9k $2.0m $2.0m 0.25% Added +612 +612
46 MATHER GROUP, LLC. 0.02% of their portfolio CHICAGO, IL 24,75524.8k $1.7m $1.7m 0.02% Reduced -148 -148
47 FLAGSHIP HARBOR ADVISORS, LLC 0.07% of their portfolio BOSTON, MA 24,74524.7k $1.7m $1.7m 0.07% Added +1 +1
48 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 24,51924.5k $1.6m $1.6m 0.01% Added +3.7k +3,744
49 Ridge Creek Global, Inc 1.30% of their portfolio STRONGSVILLE, OH 22,82622.8k $1.5m $1.5m 1.30% Reduced -40 -40
50 CRUX WEALTH ADVISORS 0.57% of their portfolio LONG BEACH, CA 21,88521.9k $1.5m $1.5m 0.57% Reduced -2.6k -2,592
51 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 21,29221.3k $1.4m $1.4m 0.00% Reduced -5.9k -5,865
52 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 20,92520.9k $1.5m $1.5m 0.02% Unchanged
53 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 19,37719.4k $1.3m $1.3m 0.00% Added +18.7k +18,655
54 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 19,10219.1k $1.3m $1.3m 0.01% Reduced -64 -64
55 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 17,59117.6k $1.2m $1.2m 0.02% Reduced -83 -83
56 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 17,57417.6k $1.2m $1.2m 0.01% Reduced -3.2k -3,170
57 Mason Investment Advisory Services, Inc. 0.05% of their portfolio RESTON, VA 17,43417.4k $1.2m $1.2m 0.05% Unchanged
58 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 17,29317.3k $1.2m $1.2m 0.00% Reduced -304 -304
59 RVW Wealth, LLC 0.08% of their portfolio LOS ANGELES, CA 16,16516.2k $1.1m $1.1m 0.08% Unchanged
60 Amplius Wealth Advisors, LLC 0.09% of their portfolio BLUE BELL, PA 15,62015.6k $1.0m $1.0m 0.09% Added +1.5k +1,536
61 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 14,65114.7k $985.0k $985.0k 0.00% Unchanged
62 Western Wealth Management, LLC 0.04% of their portfolio GOLDEN, CO 14,59414.6k $981.0k $981.0k 0.04% Added +883 +883
63 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 13,91813.9k $935.6k $935.6k 0.00% Added +1.9k +1,918
64 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 12,55512.6k $843.9k $843.9k 0.01% Reduced -2.0k -1,953
65 Institute for Wealth Management, LLC. 0.09% of their portfolio DENVER, CO 12,49012.5k $839.6k $839.6k 0.09% Unchanged
66 Asset Dedication, LLC 0.06% of their portfolio SAN FRANCISCO, CA 11,96312.0k $804.2k $804.2k 0.06% Unchanged
67 Sensible Money, LLC 0.24% of their portfolio SCOTTSDALE, AZ 11,86611.9k $797.6k $797.6k 0.24% Unchanged
68 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 11,18011.2k $751.5k $751.5k 0.01% Reduced -598 -598
69 Aurora Private Wealth, Inc. 0.52% of their portfolio ROCKAWAY, NJ 11,01511.0k $736.0k $736.0k 0.52% Unchanged
70 Pacific Sun Financial Corp 0.36% of their portfolio LOS ANGELES, CA 10,94510.9k $735.7k $735.7k 0.36% Added +50 +50
71 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 10,46510.5k $703.5k $703.5k 0.00% Reduced -80 -80
72 LBJ Family Wealth Advisors, Ltd. 0.40% of their portfolio AUSTIN, TX 10,44610.4k $684.0k $684.0k 0.40% Added +21 +21
73 Per Stirling Capital Management, LLC. 0.07% of their portfolio AUSTIN, TX 9,6109.6k $646.0k $646.0k 0.07% Added +2 +2
74 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 9,3899.4k $631.1k $631.1k 0.00% Reduced -4.0k -4,004
75 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,8758.9k $600.9k $600.9k 0.00% Added +23 +23
76 Oxler Private Wealth LLC 0.19% of their portfolio Rye Brook, NY 8,8738.9k $596.5k $596.5k 0.19% Reduced -397 -397
77 Envision Financial LLC 0.30% of their portfolio BROOKFIELD, WI 8,3618.4k $562.0k $562.0k 0.30% Reduced -685 -685
78 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,1788.2k $549.7k $549.7k 0.00% Unchanged
79 CATHY PARETO & ASSOCIATES, INC 0.37% of their portfolio CORAL GABLES, FL 8,1738.2k $549.4k $549.4k 0.37% Added +20 +20
80 Ascentis Independent Advisors 0.04% of their portfolio DALLAS, TX 8,1708.2k $549.3k $549.3k 0.04% Added +2.1k +2,105
81 PSI Advisors, LLC 0.12% of their portfolio TAMPA, FL 7,5567.6k $507.9k $507.9k 0.12% Unchanged
82 CVA Family Office, LLC 0.05% of their portfolio DENVER, CO 7,3117.3k $491.4k $491.4k 0.05% Added +1 +1
83 Centric Wealth Management 0.10% of their portfolio CHICAGO, IL 7,0607.1k $504.6k $504.6k 0.10% Added +17 +17
84 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 6,9757.0k $468.9k $468.9k 0.00% Unchanged
85 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 6,9276.9k $465.6k $465.6k 0.00% Added +102 +102
86 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 6,7926.8k $456.6k $456.6k 0.00% Unchanged
87 Team Financial Group, LLC 0.20% of their portfolio TEMECULA, CA 6,5586.6k $440.8k $440.8k 0.20% Reduced -95 -95
88 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 6,4546.5k $433.8k $433.8k 0.00% Reduced -70 -70
89 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 6,3936.4k $429.7k $429.7k 0.01% Added +17 +17
90 S.A. Mason LLC 0.15% of their portfolio HOLLAND, MI 6,0796.1k $408.6k $408.6k 0.15% Unchanged
91 Sargent Investment Group, LLC 0.05% of their portfolio BETHESDA, MD 6,0756.1k $408.4k $408.4k 0.05% Reduced -1.5k -1,500
92 Bragg Financial Advisors, Inc 0.01% of their portfolio CHARLOTTE, NC 5,7845.8k $388.8k $388.8k 0.01% Unchanged
93 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 5,7365.7k $385.6k $385.6k 0.00% Reduced -597 -597
94 LAUREL OAK WEALTH MANAGEMENT, LLC 0.06% of their portfolio MARLTON, NJ 5,6685.7k $381.0k $381.0k 0.06% Reduced -886 -886
95 Bridgelight Financial Advisors, Inc. 0.32% of their portfolio SHELTON, CT 5,6415.6k $379.2k $379.2k 0.32% Added +13 +13
96 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,4625.5k $367.2k $367.2k 0.00% Unchanged
97 Dana Investment Advisors, Inc. 0.01% of their portfolio BROOKFIELD, WI 5,4585.5k $366.9k $366.9k 0.01% Reduced -222 -222
98 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 5,4355.4k $365.3k $365.3k 0.02% Reduced -316 -316
99 HighPoint Advisor Group LLC 0.02% of their portfolio DOWNERS GROVE, IL 5,3775.4k $361.4k $361.4k 0.02% Reduced -36 -36
100 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 5,1495.1k $346.1k $346.1k 0.00% Unchanged