Vault-13

WISDOMTREE TR EZM

US MIDCAP FUND · ETP · CUSIP 97717W570

187 institutional holders +15 vs Q1 2026
7,747,1847.7m shares reported held*
$586.8mreported value*
19 new 45 added 65 reduced 4 sold out net bought ≈ $14.2m (+186.8k 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 ($1.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $75.74.

Trends to Q2 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: 172Q2 26: 187187Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026187

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 55 bought or addedQ3 25: 60 cut or sold outQ4 25: 66 bought or addedQ4 25: 57 cut or sold outQ4 25Q1 26: 59 bought or addedQ1 26: 63 cut or sold outQ2 26: 64 bought or addedQ2 26: 69 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245553
Q4 20244556
Q1 20255060
Q2 20255955
Q3 20255560
Q4 20256657
Q1 20265963
Q2 20266469

Biggest buyers

DAVENPORT & Co LLC Added +166,225+166.2k
Cambridge Investment Research Advisors, Inc. Added +76,187+76.2k
Steward Partners Investment Advisory, LLC Added +37,452+37.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +32,237+32.2k
TRUIST FINANCIAL CORP Added +22,485+22.5k
THEORY FINANCIAL LLC Added +19,830+19.8k
LPL Financial LLC Added +17,385+17.4k
Rockefeller Capital Management L.P. Added +16,825+16.8k
Kestra Advisory Services, LLC Added +15,317+15.3k
Savant Capital, LLC Added +15,242+15.2k

Biggest sellers

Baird Financial Group, Inc. Reduced -100,438-100.4k
UBS Group AG Reduced -53,881-53.9k
Bank of New York Mellon Corp Sold out -32,465-32.5k
BANK OF AMERICA CORP /DE/ Reduced -29,961-30.0k
HighTower Advisors, LLC Reduced -26,031-26.0k
Merit Financial Group, LLC Reduced -11,561-11.6k
ROYAL BANK OF CANADA Reduced -10,500-10.5k
Freedom Investment Management, Inc. Reduced -9,774-9.8k
Ascentis Independent Advisors Reduced -7,802-7.8k
CITADEL ADVISORS LLC Reduced -6,935-6.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 DAVENPORT & Co LLC 0.34% of their portfolio RICHMOND, VA 889,118889.1k $67.4m $67.4m 0.34% Added +166.2k +166,225
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 526,139526.1k $39.9m $39.9m 0.01% Reduced -53.9k -53,881
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 469,226469.2k $35.6m $35.6m 0.00% Added +9.3k +9,320
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 464,685464.7k $35.2m $35.2m 0.00% Reduced -30.0k -29,961
5 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 461,410461.4k $35.0m $35.0m 0.04% Added +22.5k +22,485
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 446,533446.5k $33.8m $33.8m 0.01% Added +17.4k +17,385
7 Freedom Investment Management, Inc. 6.00% of their portfolio SOUTH WINDSOR, CT 284,274284.3k $21.5m $21.5m 6.00% Reduced -9.8k -9,774
8 CPC Advisors, LLC 2.74% of their portfolio Atlanta, GA 267,688267.7k $20.3m $20.3m 2.74% Added +5.4k +5,379
9 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 222,376222.4k $16.9m $16.9m 0.02% Reduced -100.4k -100,438
10 IEQ CAPITAL, LLC 0.07% of their portfolio Foster City, CA 203,578203.6k $15.4m $15.4m 0.07% Unchanged
11 Clearwater Capital Advisors, LLC 1.07% of their portfolio HOFFMAN ESTATES, IL 192,023192.0k $14.6m $14.6m 1.07% Added +360 +360
12 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 176,452176.5k $13.4m $13.4m 0.06% Added +1.4k +1,431
13 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 156,398156.4k $11.9m $11.9m 0.01% Added +76.2k +76,187
14 Steward Partners Investment Advisory, LLC 0.05% of their portfolio STAMFORD, CT 141,949141.9k $10.8m $10.8m 0.05% Added +37.5k +37,452
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 141,724141.7k $10.7m $10.7m 0.00% Reduced -10.5k -10,500
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 121,786121.8k $9.2m $9.2m 0.00% Added +1.8k +1,789
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 114,836114.8k $8.7m $8.7m 0.00% Reduced -270 -270
18 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 114,614114.6k $8.7m $8.7m 0.01% Reduced -26.0k -26,031
19 THEORY FINANCIAL LLC 2.61% of their portfolio FORT COLLINS, CO 109,393109.4k $8.3m $8.3m 2.61% Added +19.8k +19,830
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 104,998105.0k $8.0m $8.0m 0.00% Reduced -2.3k -2,251
21 Provident Wealth Management, LLC 1.99% of their portfolio BRENTWOOD, TN 101,898101.9k $7.7m $7.7m 1.99% Added +2.3k +2,307
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 84,75584.8k $6.4m $6.4m 0.00% Added +395 +395
23 Pinnacle Financial Partners, Inc. 0.04% of their portfolio ATLANTA, GA 84,33584.3k $6.4m $6.4m 0.04% Reduced -2.5k -2,541
24 Davidson Kahn Capital Management, LLC 2.59% of their portfolio SHERMAN OAKS, CA 79,47179.5k $6.0m $6.0m 2.59% Reduced -1.1k -1,135
25 Breakwater Capital Group 0.71% of their portfolio PARAMUS, NJ 77,78677.8k $5.9m $5.9m 0.71% Reduced -2.0k -2,024
26 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 66,41766.4k $5.0m $5.0m 0.00% Added +12.0k +12,012
27 Sylvest Advisors, LLC 2.12% of their portfolio DALLAS, TX 62,15062.1k $4.7m $4.7m 2.12% Added +5.3k +5,256
28 TopTier Wealth Management, LLC 2.78% of their portfolio MUSKEGO, WI 60,68760.7k $4.6m $4.6m 2.78% Reduced -197 -197
29 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 59,95360.0k $4.5m $4.5m 0.00% Reduced -1.7k -1,728
30 NewSquare Capital LLC 0.27% of their portfolio NEWTOWN SQUARE, PA 48,65748.7k $3.7m $3.7m 0.27% Added +1.4k +1,383
31 CENTRAL TRUST Co 0.07% of their portfolio JEFFERSON CITY, MO 48,50548.5k $3.7m $3.7m 0.07% Added +5.0k +5,039
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 48,35548.4k $3.7m $3.7m 0.00% Added +1.5k +1,521
33 Roan Capital Partners 3.01% of their portfolio JOHNSON CITY, TN 47,95248.0k $3.6m $3.6m 3.01% Added +3.9k +3,924
34 Great Point Wealth Advisors, LLC 0.57% of their portfolio BOSTON, MA 46,77046.8k $3.5m $3.5m 0.57% Reduced -2.1k -2,087
35 CULBERTSON A N & CO INC 0.40% of their portfolio Charlottesville, VA 45,01545.0k $3.4m $3.4m 0.40% Reduced -610 -610
36 Lionshead Wealth Management, LLC 2.04% of their portfolio New York, NY 41,40141.4k $3.1m $3.1m 2.04% Reduced -1.1k -1,111
37 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 41,04641.0k $3.1m $3.1m 0.03% Added +930 +930
38 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 39,83639.8k $3.0m $3.0m 0.01% Added +15.3k +15,317
39 GHP Investment Advisors, Inc. 0.11% of their portfolio Denver, CO 38,39338.4k $2.9m $2.9m 0.11% Reduced -188 -188
40 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 37,45737.5k $2.8m $2.8m 0.02% Reduced -2.1k -2,055
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 36,46536.5k $2.8m $2.8m 0.00% Added +32.2k +32,237
42 Lauer Wealth, LLC 1.84% of their portfolio VALPARAISO, IN 35,97636.0k $2.7m $2.7m 1.84% Reduced -902 -902
43 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 34,11834.1k $2.6m $2.6m 0.00% Added +16.8k +16,825
44 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 30,66030.7k $2.3m $2.3m 0.00% Reduced -3.8k -3,829
45 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 30,32230.3k $2.3m $2.3m 0.00% Reduced -120 -120
46 L & S Advisors Inc 0.24% of their portfolio Los Angeles, CA 30,27630.3k $2.3m $2.3m 0.24% Added +360 +360
47 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 29,16029.2k $2.1m $2.1m 0.01% Added +15.2k +15,242
48 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 27,44727.4k $2.1m $2.1m 0.02% Added +8.3k +8,345
49 FLAGSHIP HARBOR ADVISORS, LLC 0.07% of their portfolio BOSTON, MA 24,47824.5k $1.9m $1.9m 0.07% Reduced -267 -267
50 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 23,55523.6k $1.8m $1.8m 0.00% Reduced -6.9k -6,935
51 Ridge Creek Global, Inc 1.34% of their portfolio STRONGSVILLE, OH 22,67622.7k $1.7m $1.7m 1.34% Reduced -150 -150
52 CRUX WEALTH ADVISORS 0.55% of their portfolio LONG BEACH, CA 21,06621.1k $1.6m $1.6m 0.55% Reduced -819 -819
53 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 20,92520.9k $1.6m $1.6m 0.02% Unchanged
54 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 20,16920.2k $1.5m $1.5m 0.01% Reduced -4.6k -4,586
55 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 19,31719.3k $1.5m $1.5m 0.00% Reduced -60 -60
56 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 18,39218.4k $1.4m $1.4m 0.00% Reduced -2.9k -2,900
57 Mason Investment Advisory Services, Inc. 0.05% of their portfolio RESTON, VA 17,43417.4k $1.3m $1.3m 0.05% Unchanged
58 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 16,29016.3k $1.2m $1.2m 0.01% Reduced -1.3k -1,301
59 RVW Wealth, LLC 0.08% of their portfolio LOS ANGELES, CA 16,16516.2k $1.2m $1.2m 0.08% Unchanged
60 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 14,65114.7k $1.1m $1.1m 0.00% Unchanged
61 Centric Wealth Management 0.16% of their portfolio CHICAGO, IL 14,14014.1k $1.1m $1.1m 0.16% Added +7.1k +7,080
62 Amplius Wealth Advisors, LLC 0.07% of their portfolio BLUE BELL, PA 13,38213.4k $1.0m $1.0m 0.07% Reduced -2.2k -2,238
63 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 12,55512.6k $843.9k $843.9k 0.01% Unchanged
64 Institute for Wealth Management, LLC. 0.08% of their portfolio DENVER, CO 12,49012.5k $946.5k $946.5k 0.08% Unchanged
65 Asset Dedication, LLC 0.06% of their portfolio SAN FRANCISCO, CA 11,96312.0k $906.6k $906.6k 0.06% Unchanged
66 Sensible Money, LLC 0.24% of their portfolio SCOTTSDALE, AZ 11,86611.9k $899.2k $899.2k 0.24% Unchanged
67 Aurora Private Wealth, Inc. 0.53% of their portfolio ROCKAWAY, NJ 11,08011.1k $840.0k $840.0k 0.53% Added +65 +65
68 Pacific Sun Financial Corp 0.34% of their portfolio LOS ANGELES, CA 10,94510.9k $829.5k $829.5k 0.34% Unchanged
69 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 10,66710.7k $808.4k $808.4k 0.00% Added +202 +202
70 LBJ Family Wealth Advisors, Ltd. 0.40% of their portfolio AUSTIN, TX 10,47110.5k $790.0k $790.0k 0.40% Added +25 +25
71 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 10,42810.4k $790.2k $790.2k 0.03% Reduced -4.2k -4,166
72 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 10,00510.0k $758.2k $758.2k 0.00% Reduced -1.2k -1,175
73 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,0509.1k $685.8k $685.8k 0.00% Added +872 +872
74 Per Stirling Capital Management, LLC. 0.07% of their portfolio AUSTIN, TX 9,0219.0k $683.6k $683.6k 0.07% Reduced -589 -589
75 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 8,5708.6k $643.1k $643.1k 0.00% Reduced -305 -305
76 Envision Financial LLC 0.29% of their portfolio BROOKFIELD, WI 8,3688.4k $634.1k $634.1k 0.29% Added +7 +7
77 Oxler Private Wealth LLC 0.18% of their portfolio Rye Brook, NY 8,3668.4k $634.0k $634.0k 0.18% Reduced -507 -507
78 CATHY PARETO & ASSOCIATES, INC 0.35% of their portfolio CORAL GABLES, FL 7,8707.9k $596.4k $596.4k 0.35% Reduced -303 -303
79 PSI Advisors, LLC 0.13% of their portfolio TAMPA, FL 7,3317.3k $555.6k $555.6k 0.13% Reduced -225 -225
80 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 6,9757.0k $528.6k $528.6k 0.00% Unchanged
81 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 6,9276.9k $525.0k $525.0k 0.00% Unchanged
82 CVA Family Office, LLC 0.05% of their portfolio DENVER, CO 6,9126.9k $523.8k $523.8k 0.05% Reduced -399 -399
83 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 6,6826.7k $506.4k $506.4k 0.00% Reduced -110 -110
84 Team Financial Group, LLC 0.21% of their portfolio TEMECULA, CA 6,5766.6k $498.4k $498.4k 0.21% Added +18 +18
85 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 6,4236.4k $486.8k $486.8k 0.00% Reduced -31 -31
86 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 6,3136.3k $478.4k $478.4k 0.00% Reduced -3.1k -3,076
87 S.A. Mason LLC 0.14% of their portfolio HOLLAND, MI 6,0796.1k $460.7k $460.7k 0.14% Unchanged
88 Sargent Investment Group, LLC 0.06% of their portfolio BETHESDA, MD 6,0756.1k $460.4k $460.4k 0.06% Unchanged
89 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 6,0136.0k $455.7k $455.7k 0.00% Reduced -11.6k -11,561
90 Bragg Financial Advisors, Inc 0.01% of their portfolio CHARLOTTE, NC 5,7845.8k $438.3k $438.3k 0.01% Unchanged
91 Bridgelight Financial Advisors, Inc. 0.29% of their portfolio SHELTON, CT 5,6595.7k $428.8k $428.8k 0.29% Added +18 +18
92 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 5,5775.6k $422.7k $422.7k 0.00% Reduced -159 -159
93 LAUREL OAK WEALTH MANAGEMENT, LLC 0.06% of their portfolio MARLTON, NJ 5,5385.5k $419.7k $419.7k 0.06% Reduced -130 -130
94 Dana Investment Advisors, Inc. 0.01% of their portfolio BROOKFIELD, WI 5,4845.5k $415.6k $415.6k 0.01% Added +26 +26
95 HighPoint Advisor Group LLC 0.01% of their portfolio DOWNERS GROVE, IL 5,4245.4k $411.1k $411.1k 0.01% Added +47 +47
96 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 5,3945.4k $408.8k $408.8k 0.00% New
97 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 5,3465.3k $405.1k $405.1k 0.02% Reduced -89 -89
98 Composition Wealth, LLC 0.00% of their portfolio LOS ANGELES, CA 5,2075.2k $394.6k $394.6k 0.00% Reduced -1.2k -1,186
99 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 5,1495.1k $390.2k $390.2k 0.00% Unchanged
100 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,9124.9k $372.2k $372.2k 0.00% Reduced -58 -58