EZM Institutional Ownership
WisdomTree U.S. MidCap Fund
1W: -0.2%
1M: -3.7%
3M: -3.3%
YTD: +8.1%
1Y: +10.2%
3Y: +48.6%
5Y: +46.1%
$72.83
+0.66 (+0.91%)
Weekly Expected Move ±1.4%
$71
$72
$73
$74
$75
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EZM
189
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
577M
Total Invested
21
New Positions
43
Increased
69
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (200 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | DAVENPORT & Co LLC | 889,118 | $65M | +166,225 | +23.0% | 15Q | SEC ↗ |
| 2 | UBS Group AG | 526,139 | $38M | -53,881 | -9.3% | 47Q | SEC ↗ |
| 3 | MORGAN STANLEY | 469,226 | $34M | +9,320 | +2.0% | 60Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 464,685 | $34M | -29,961 | -6.1% | 15Q | SEC ↗ |
| 5 | TRUIST FINANCIAL CORP | 461,410 | $34M | +22,485 | +5.1% | 27Q | SEC ↗ |
| 6 | LPL Financial LLC | 446,533 | $33M | +17,385 | +4.1% | 54Q | SEC ↗ |
| 7 | Freedom Investment Management, Inc. | 284,274 | $21M | -9,774 | -3.3% | 11Q | SEC ↗ |
| 8 | CPC Advisors, LLC | 267,688 | $19M | +5,379 | +2.1% | 27Q | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 222,376 | $16M | -100,438 | -31.1% | 15Q | SEC ↗ |
| 10 | IEQ CAPITAL, LLC | 203,578 | $15M | — | +0.0% | 21Q | SEC ↗ |
| 11 | Clearwater Capital Advisors, LLC | 192,023 | $14M | +360 | +0.2% | 41Q | SEC ↗ |
| 12 | Private Advisor Group, LLC | 176,452 | $13M | +1,431 | +0.8% | 40Q | SEC ↗ |
| 13 | Steward Partners Investment Advisory, | 141,949 | $10M | +37,452 | +35.8% | 29Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 141,724 | $10M | -10,500 | -6.9% | 67Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 121,786 | $9M | +1,789 | +1.5% | 58Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 114,836 | $8M | -270 | -0.2% | 71Q | SEC ↗ |
| 17 | HighTower Advisors, LLC | 114,614 | $8M | -26,031 | -18.5% | 22Q | SEC ↗ |
| 18 | THEORY FINANCIAL LLC | 109,393 | $8M | +19,830 | +22.1% | 15Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 104,998 | $8M | -2,251 | -2.1% | 7Q | SEC ↗ |
| 20 | Provident Wealth Management, LLC | 101,898 | $7M | +2,307 | +2.3% | 6Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 84,755 | $6M | +395 | +0.5% | 66Q | SEC ↗ |
| 22 | Pinnacle Financial Partners, Inc. | 84,335 | $6M | -2,541 | -2.9% | 3Q | SEC ↗ |
| 23 | Davidson Kahn Capital Management, LLC | 79,471 | $6M | -1,135 | -1.4% | 7Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 78,199 | $6M | -2,012 | -2.5% | 53Q | SEC ↗ |
| 25 | Breakwater Capital Group | 77,786 | $6M | -2,024 | -2.5% | 15Q | SEC ↗ |
| 26 | AMERIPRISE FINANCIAL INC | 66,417 | $5M | +12,012 | +22.1% | 16Q | SEC ↗ |
| 27 | Sylvest Advisors, LLC | 62,150 | $5M | +5,256 | +9.2% | 6Q | SEC ↗ |
| 28 | TopTier Wealth Management, LLC | 60,687 | $4M | -197 | -0.3% | 3Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 59,953 | $4M | -1,728 | -2.8% | 13Q | SEC ↗ |
| 30 | NewSquare Capital LLC | 48,657 | $4M | +1,383 | +2.9% | 25Q | SEC ↗ |
| 31 | CENTRAL TRUST Co | 48,505 | $4M | +5,039 | +11.6% | 21Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 48,355 | $4M | +1,521 | +3.2% | 35Q | SEC ↗ |
| 33 | Roan Capital Partners | 47,952 | $3M | +3,924 | +8.9% | 2Q | SEC ↗ |
| 34 | Great Point Wealth Advisors, LLC | 46,770 | $3M | -2,087 | -4.3% | 4Q | SEC ↗ |
| 35 | CULBERTSON A N & CO INC | 45,015 | $3M | -610 | -1.3% | 62Q | SEC ↗ |
| 36 | Lionshead Wealth Management, LLC | 41,401 | $3M | -1,111 | -2.6% | 7Q | SEC ↗ |
| 37 | OneDigital Investment Advisors LLC | 41,046 | $3M | +930 | +2.3% | 2Q | SEC ↗ |
| 38 | Kestra Advisory Services, LLC | 39,836 | $3M | +15,317 | +62.5% | 24Q | SEC ↗ |
| 39 | GHP Investment Advisors, Inc. | 38,393 | $3M | -188 | -0.5% | 31Q | SEC ↗ |
| 40 | Equitable Holdings, Inc. | 37,457 | $3M | -2,055 | -5.2% | 27Q | SEC ↗ |
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,465 | $3M | +32,237 | +762.5% | 5Q | SEC ↗ |
| 42 | Lauer Wealth, LLC | 35,976 | $3M | -902 | -2.4% | 14Q | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 34,118 | $2M | +16,825 | +97.3% | 9Q | SEC ↗ |
| 44 | OSAIC HOLDINGS, INC. | 30,660 | $2M | -3,829 | -11.1% | 26Q | SEC ↗ |
| 45 | Corient Private Wealth LP | 30,322 | $2M | -120 | -0.4% | 4Q | SEC ↗ |
| 46 | Savant Capital, LLC | 29,160 | $2M | +15,242 | +109.5% | 14Q | SEC ↗ |
| 47 | Orion Porfolio Solutions, LLC | 27,447 | $2M | +8,345 | +43.7% | 3Q | SEC ↗ |
| 48 | FLAGSHIP HARBOR ADVISORS, LLC | 24,478 | $2M | -267 | -1.1% | 39Q | SEC ↗ |
| 49 | CITADEL ADVISORS LLC | 23,555 | $2M | -6,935 | -22.7% | 2Q | SEC ↗ |
| 50 | Ridge Creek Global, Inc | 22,676 | $2M | -150 | -0.7% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| &PARTNERS | 5,394 | $393K |
| Simplicity Wealth,LLC | 4,226 | $308K |
| RiverFront Investment Group, LLC | 3,962 | $289K |
| Acorn Wealth Advisors, LLC | 3,916 | $285K |
| Vise Technologies, Inc. | 3,745 | $273K |
| Pathstone Holdings, LLC | 3,198 | $233K |
| FLORIDA FINANCIAL ADVISORS, LLC | 2,825 | $206K |
| Focus Partners Advisor Solutions, L | 2,735 | $199K |
| Chicago Partners Investment Group L | 2,728 | $199K |
| Sanctuary Advisors, LLC | 2,642 | $192K |
| EP Wealth Advisors, LLC | 2,173 | $158K |
| Integrated Wealth Concepts LLC | 1,032 | $75K |
| EPG Wealth Management LLC | 569 | $41K |
| BlackRock, Inc. | 465 | $34K |
| Continuum Advisory, LLC | 455 | $33K |
| TRUST CO OF VERMONT | 400 | $29K |
| IFP Advisors, Inc | 343 | $25K |
| Ameritas Advisory Services, LLC | 228 | $17K |
| CHESAPEAKE ASSET MANAGEMENT LLC | 175 | $13K |
| Global Retirement Partners, LLC | 92 | $7K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Westwood Wealth Management | 43,341 | $3M |
| Bank of New York Mellon Corp | 32,465 | $2M |
| Foster Group, Inc. | 19,404 | $1M |
| HRT FINANCIAL LP | 8,927 | $650K |
| TIAA TRUST, NATIONAL ASSOCIATION | 3,383 | $246K |
| ABLE Financial Group, LLC | 3,076 | $224K |
| Advisory Services Network, LLC | 1,114 | $81K |
| Financial Freedom, LLC | 1,069 | $78K |
| Quattro Advisors LLC | 353 | $26K |
| Empowered Funds, LLC | 141 | $10K |
| TUCKER ASSET MANAGEMENT LLC | 117 | $9K |
| Sunbelt Securities, Inc. | 100 | $7K |
| Tower Research Capital LLC (TRC) | 2 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| DAVENPORT & Co LLC | +166,225 | +23.0% | 889,118 |
| Steward Partners Investment Advisor | +37,452 | +35.8% | 141,949 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +32,237 | +762.5% | 36,465 |
| TRUIST FINANCIAL CORP | +22,485 | +5.1% | 461,410 |
| THEORY FINANCIAL LLC | +19,830 | +22.1% | 109,393 |
| LPL Financial LLC | +17,385 | +4.1% | 446,533 |
| Rockefeller Capital Management L.P. | +16,825 | +97.3% | 34,118 |
| Kestra Advisory Services, LLC | +15,317 | +62.5% | 39,836 |
| Savant Capital, LLC | +15,242 | +109.5% | 29,160 |
| AMERIPRISE FINANCIAL INC | +12,012 | +22.1% | 66,417 |
| MORGAN STANLEY | +9,320 | +2.0% | 469,226 |
| Orion Porfolio Solutions, LLC | +8,345 | +43.7% | 27,447 |
| Centric Wealth Management | +7,080 | +100.3% | 14,140 |
| CPC Advisors, LLC | +5,379 | +2.1% | 267,688 |
| Sylvest Advisors, LLC | +5,256 | +9.2% | 62,150 |
| CENTRAL TRUST Co | +5,039 | +11.6% | 48,505 |
| Roan Capital Partners | +3,924 | +8.9% | 47,952 |
| Provident Wealth Management, LLC | +2,307 | +2.3% | 101,898 |
| JPMORGAN CHASE & CO | +1,789 | +1.5% | 121,786 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,521 | +3.2% | 48,355 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Baird Financial Group, Inc. | -100,438 | -31.1% | 222,376 |
| UBS Group AG | -53,881 | -9.3% | 526,139 |
| BANK OF AMERICA CORP /DE | -29,961 | -6.1% | 464,685 |
| HighTower Advisors, LLC | -26,031 | -18.5% | 114,614 |
| Merit Financial Group, LLC | -11,561 | -65.8% | 6,013 |
| ROYAL BANK OF CANADA | -10,500 | -6.9% | 141,724 |
| Freedom Investment Management, Inc. | -9,774 | -3.3% | 284,274 |
| Ascentis Independent Advisors | -7,802 | -95.5% | 368 |
| CITADEL ADVISORS LLC | -6,935 | -22.7% | 23,555 |
| MATHER GROUP, LLC. | -4,586 | -18.5% | 20,169 |
| Western Wealth Management, LLC | -4,166 | -28.5% | 10,428 |
| OSAIC HOLDINGS, INC. | -3,829 | -11.1% | 30,660 |
| MERCER GLOBAL ADVISORS INC /ADV | -3,076 | -32.8% | 6,313 |
| Janney Montgomery Scott LLC | -2,900 | -13.6% | 18,392 |
| Pinnacle Financial Partners, Inc. | -2,541 | -2.9% | 84,335 |
| RAYMOND JAMES FINANCIAL INC | -2,251 | -2.1% | 104,998 |
| Amplius Wealth Advisors, LLC | -2,238 | -14.3% | 13,382 |
| Great Point Wealth Advisors, LLC | -2,087 | -4.3% | 46,770 |
| Equitable Holdings, Inc. | -2,055 | -5.2% | 37,457 |
| Breakwater Capital Group | -2,024 | -2.5% | 77,786 |