WisdomTree U.S. MidCap Fund (EZM)
WisdomTree U.S. MidCap Fund (EZM) is listed on NYSE Arca, where it has traded since February 23, 2007.
- Listed On
- NYSE Arca
- Listed Since
- February 23, 2007
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 183 institutions reported holding EZM, with 7.5 million shares worth $571.3 million in aggregate. The largest reported holder was Davenport &, with 889,118 shares worth $67.4 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Davenport & | 889,118 | $67M | Added 22.99% |
| UBS Group | 545,456 | $41M | Reduced 9% |
| Morgan Stanley | 469,226 | $36M | Added 2.03% |
| Bank of America | 464,685 | $35M | Reduced 6.06% |
| Truist Financial | 461,410 | $35M | Added 5.12% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is EZM?
WisdomTree U.S. MidCap Fund (EZM) is listed on NYSE Arca, where it has traded since February 23, 2007.
Who are the largest institutional holders of EZM?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of EZM were Davenport &, UBS Group and Morgan Stanley.
How many institutions own EZM?
183 institutions reported a position in EZM for the quarter ended June 30, 2026, worth $571.3 million in total.
Did institutions buy or sell EZM last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for EZM.
Every reported institutional holder, plus insider and congressional trades in EZM, on SentiSense.