Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US MIDCAP FUND
-
Total 13F shares
-
1,138,742
-
Share change
-
+80,252
-
Total reported value
-
$76,178,681
-
Price per share
-
$66.80
-
Number of holders
-
31
-
Value change
-
+$5,360,338
-
Number of buys
-
10
-
Number of sells
-
15
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
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,138,742 shares.
The largest 10 holders included
DAVENPORT & Co LLC, Breakwater Capital Group, Sylvest Advisors, LLC, CULBERTSON A N & CO INC, Lionshead Wealth Management, LLC, Westwood Wealth Management, Lauer Wealth, LLC, MATHER GROUP, LLC., FLAGSHIP HARBOR ADVISORS, LLC, and CRUX WEALTH ADVISORS.
This page lists
31
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.