EZM · WisdomTree U.S. MidCap Fund ETF
$76.32
+0.05 (+0.06%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $4,352,802
Total Shares: 57,440
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 3 13F filers · Δ vs Dec 31, 2025Top Holder
52.8%
+6.7 pts
Top 5
100.0%
+18.1 pts
Top 10
100.0%
+4.7 pts
HHI
4,507
Highly concentrated+1,985
Quarterly Activity
vs Dec 31, 2025
New
2
Increased
0
Decreased
1
Sold Out
22
Unchanged
0
Holder count:
-20
Institutional value:
-94.1%
Shares held:
-94.8%
Top Buyers
vs Dec 31, 2025No qualifying movers this quarter.
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −120 | 30,322 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 23,555 | $1,784,997 | |
| Small Financial Insights, Inc. | 3,563 | $270,004 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 505,842 | $33,790,245 | |
| Mega RAYMOND JAMES FINANCIAL INC | 149,520 | $9,987,935 | |
| Mid Equitable Holdings, Inc. | 93,301 | $6,232,506 | |
| Mid Pinnacle Financial Partners, Inc. | 86,942 | $5,807,725 | |
| Large Cetera Investment Advisers | 64,380 | $4,300,584 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC EZM | $2,297,801 | 52.79% | 30,322 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC EZM | $1,784,997 | 41.01% | 23,555 | Shares | 2026-09-02 | |
| Small Financial Insights, Inc. EZM | $270,004 | 6.20% | 3,563 | Shares | 2026-08-25 |