WISDOMTREE TR - US MIDCAP FUND (EZM) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / US MIDCAP FUND
Symbol
EZM
Price per share
$66.80
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,635,302
Total reported value
$503,153,003
% of total 13F portfolios
0%
Share change
+562,657
Value change
+$37,188,149
Number of holders
143
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 143 institutional investors reported holding 7,635,302 shares of WISDOMTREE TR - US MIDCAP FUND (EZM).

Institutional Holders of WISDOMTREE TR - US MIDCAP FUND (EZM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 918,711 $61,480,837 +$2,564,676 $66.80 20
2025 Q3 7,635,302 $503,153,003 +$37,188,149 $65.91 143
2025 Q2 7,073,973 $437,138,123 +$9,782,045 $61.77 143
2025 Q1 6,972,297 $415,322,143 -$52,873,418 $59.60 139
2024 Q4 7,860,037 $491,326,637 +$30,451,163 $62.51 144
2024 Q3 7,139,169 $444,980,950 +$7,659 $62.34 143
2024 Q2 7,112,891 $411,360,365 -$27,957,117 $57.79 143
2024 Q1 7,619,232 $464,451,646 -$31,038,349 $61.02 150
2023 Q4 8,177,617 $469,197,604 +$10,881,763 $57.39 145
2023 Q3 8,047,610 $407,981,422 +$8,555,291 $50.74 134
2023 Q2 7,608,382 $403,033,909 -$27,511,577 $52.94 134
2023 Q1 8,122,189 $403,972,978 -$29,990,236 $49.74 130
2022 Q4 8,633,453 $419,588,514 +$14,373,518 $48.62 128
2022 Q3 8,412,148 $369,896,432 +$23,228,653 $43.98 116
2022 Q2 7,971,703 $366,476,248 -$19,995,091 $45.97 131
2022 Q1 8,281,466 $452,783,032 -$140,179 $54.68 142
2021 Q4 8,437,337 $474,808,366 +$41,679,279 $56.28 142
2021 Q3 7,602,570 $395,033,507 +$20,388,615 $52.01 128
2021 Q2 7,190,572 $377,140,253 +$5,847,265 $52.39 126
2021 Q1 7,103,467 $362,180,233 +$3,708,657 $50.93 130
2020 Q4 6,524,720 $283,251,153 -$24,106,567 $43.46 118
2020 Q3 7,652,290 $261,576,602 -$54,201,065 $34.19 107
2020 Q2 9,216,316 $300,254,117 -$97,368,100 $32.58 115
2020 Q1 12,292,030 $324,823,844 -$112,257,343 $26.42 122
2019 Q4 15,266,164 $642,806,184 +$67,007,452 $42.09 154
2019 Q3 15,634,323 $616,710,423 -$585,246 $39.44 135
2019 Q2 15,699,518 $627,942,051 +$11,856,085 $40.00 130
2019 Q1 15,350,343 $604,024,355 +$7,342,659 $39.34 126
2018 Q4 14,408,434 $494,239,009 -$148,604 $34.29 119
2018 Q3 13,701,164 $565,333,085 +$35,723,504 $41.36 116
2018 Q2 10,545,391 $423,455,799 +$19,683,769 $40.17 119
2018 Q1 10,061,623 $388,864,205 +$30,500,208 $38.68 111
2017 Q4 11,638,164 $461,977,438 +$27,559,632 $39.68 108
2017 Q3 9,860,607 $367,215,601 +$3,993,181 $37.24 83
2017 Q2 9,746,776 $348,886,891 +$15,190,502 $35.80 90
2017 Q1 9,202,480 $324,416,000 +$212,977,396 $35.27 88
2016 Q4 3,155,549 $323,945,000 +$17,149,261 $102.66 82
2016 Q3 2,912,251 $278,543,000 -$2,802,303 $95.67 74
2016 Q2 2,942,622 $268,595,000 -$19,230,104 $91.30 76
2016 Q1 3,091,127 $278,301,000 -$38,724,122 $90.09 73
2015 Q4 3,510,918 $305,685,000 +$7,203,154 $87.13 79
2015 Q3 3,341,004 $287,321,455 +$16,785,139 $85.92 72
2015 Q2 3,195,754 $303,535,374 -$4,735,199 $95.01 70
2015 Q1 3,219,226 $310,674,974 +$52,445,844 $96.52 60
2014 Q4 2,705,071 $250,621,826 +$10,309,390 $92.65 63
2014 Q3 2,537,028 $221,865,448 +$12,633,502 $87.53 59
2014 Q2 2,120,164 $195,969,370 +$13,928,938 $92.45 51
2014 Q1 1,972,995 $175,283,339 +$20,091,143 $88.86 45