Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US MIDCAP FUND
-
Total 13F shares
-
6,972,297
-
Share change
-
-879,783
-
Total reported value
-
$415,322,143
-
Price per share
-
$59.60
-
Number of holders
-
139
-
Value change
-
-$52,873,418
-
Number of buys
-
51
-
Number of sells
-
56
Institutional Holders of WISDOMTREE TR - US MIDCAP FUND (EZM) as of Q1 2025
As of 31 Mar 2025,
WISDOMTREE TR - US MIDCAP FUND (EZM) was held by
139 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,972,297 shares.
The largest 10 holders included
UBS Group AG, DAVENPORT & Co LLC, 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 page lists
139
institutional shareholders reporting positions in this security
for the Q1 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.