WISDOMTREE TR - US MIDCAP FUND (EZM)

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class
Equity / US MIDCAP FUND
Total 13F shares
7,139,169
Share change
-1,479
Total reported value
$444,980,950
Price per share
$62.34
Number of holders
143
Value change
+$7,659
Number of buys
55
Number of sells
53

Institutional Holders of WISDOMTREE TR - US MIDCAP FUND (EZM) as of Q3 2024

As of 30 Sep 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 7,139,169 shares. The largest 10 holders included UBS Group AG, BANK OF AMERICA CORP /DE/, DAVENPORT & Co LLC, TRUIST FINANCIAL CORP, MORGAN STANLEY, Freedom Investment Management, Inc., Baird Financial Group, Inc., IEQ CAPITAL, LLC, Private Advisor Group, LLC, and HighTower Advisors, LLC. This page lists 144 institutional shareholders reporting positions in this security for the Q3 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.