WISDOMTREE TR - US MIDCAP FUND (EZM)

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / US MIDCAP FUND
Total 13F shares
7,112,891
Share change
-478,036
Total reported value
$411,360,365
Price per share
$57.79
Number of holders
143
Value change
-$27,957,117
Number of buys
52
Number of sells
62

Institutional Holders of WISDOMTREE TR - US MIDCAP FUND (EZM) as of Q2 2024

As of 30 Jun 2024, WISDOMTREE TR - US MIDCAP FUND (EZM) was held by 143 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,112,891 shares. The largest 10 holders included UBS Group AG, BANK OF AMERICA CORP /DE/, TRUIST FINANCIAL CORP, DAVENPORT & Co LLC, MORGAN STANLEY, Freedom Investment Management, Inc., Raymond James Financial Services Advisors, Inc., Baird Financial Group, Inc., IEQ CAPITAL, LLC, and HighTower Advisors, LLC. This page lists 145 institutional shareholders reporting positions in this security for the Q2 2024 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.