WISDOMTREE TR - US MIDCAP FUND (EZM)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / US MIDCAP FUND
Total 13F shares
7,216,762
Share change
-521,291
Total reported value
$482,421,724
Price per share
$66.80
Number of holders
164
Value change
-$34,855,615
Number of buys
66
Number of sells
56

Institutional Holders of WISDOMTREE TR - US MIDCAP FUND (EZM) as of Q4 2025

As of 31 Dec 2025, WISDOMTREE TR - US MIDCAP FUND (EZM) was held by 164 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,216,762 shares. The largest 10 holders included DAVENPORT & Co LLC, UBS Group AG, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, TRUIST FINANCIAL CORP, Baird Financial Group, Inc., Freedom Investment Management, Inc., CPC Advisors, LLC, LPL Financial LLC, and IEQ CAPITAL, LLC. This page lists 164 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
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.