Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US MIDCAP FUND
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Total 13F shares
-
7,073,973
-
Share change
-
+156,943
-
Total reported value
-
$437,138,123
-
Price per share
-
$61.77
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Number of holders
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143
-
Value change
-
+$9,782,041
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Number of buys
-
58
-
Number of sells
-
56
Institutional Holders of WISDOMTREE TR - US MIDCAP FUND (EZM) as of Q2 2025
As of 30 Jun 2025 WISDOMTREE TR - US MIDCAP FUND (EZM) had 143 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,073,973 shares of stock of the company.
Largest 10 holders included DAVENPORT & Co LLC, UBS Group AG, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, TRUIST FINANCIAL CORP, Freedom Investment Management, Inc., Baird Financial Group, Inc., Private Advisor Group, LLC, IEQ CAPITAL, LLC, and LPL Financial LLC.
This table shows 143 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.