WISDOMTREE TR (EZM) is held by 63 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is DAVENPORT & Co LLC as of Q1 2026.

Are institutions buying or selling EZM?

In Q1 2026, 26 institutions opened or increased positions in WISDOMTREE TR while 26 reduced or exited — a balanced quarter.

What is the Smart Money Verdict on EZM?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

How many hedge funds hold EZM?

63 institutional investors report holding WISDOMTREE TR (EZM) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into EZM?

As of Q1 2026, tracked institutions in WISDOMTREE TR show 26 buyers versus 26 sellers — balanced flow.

WISDOMTREE TR

EZM·97717W570·US·ETF·Unknown - Unknown

Holders

Avg rating(22 Elite)

$362.4M

Total Value

50% (67)

Fund Consensus

26 buying - 26 selling

No verdict yet — fewer than 2 funds hold EZM.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
DAVENPORT & Co LLC	Increased	722,893(+16.7%)	$48.6M	0.3%	+38.99%	41
UBS Group AG	Decreased	580,020(-3.9%)	$39M	0.0%	+65.16%	0
BANK OF AMERICA CORP /DE/	Decreased	494,646(-2.2%)	$33.3M	0.0%	+22.71%	0
MORGAN STANLEY	Increased	459,906(+0.1%)	$30.9M	0.0%	+31.34%	29
TRUIST FINANCIAL CORP	Increased	438,925(+17.1%)	$29.5M	0.0%	+74.40%	33
LPL Financial LLC	Increased	429,148(+72.0%)	$28.8M	0.0%	+12.31%	43
Baird Financial Group, Inc.	Decreased	322,814(-3.0%)	$21.7M	0.0%	+48.60%	0
IEQ CAPITAL, LLC	Unchanged	203,578	$13.7M	0.1%	+51.70%	0
Private Advisor Group, LLC	Increased	175,021(+0.8%)	$11.8M	0.1%	+42.12%	28
ROYAL BANK OF CANADA	Increased	152,224(+15.3%)	$10.2M	0.0%	+14.96%	32
HighTower Advisors, LLC	Decreased	140,645(-9.9%)	$9.5M	0.0%	+57.60%	0
JPMORGAN CHASE & CO	Decreased	119,997(-0.7%)	$7.9M	0.0%	+22.53%	0
WELLS FARGO & COMPANY/MN	Increased	115,106(+25.6%)	$7.7M	0.0%	+38.72%	34
RAYMOND JAMES FINANCIAL INC	Decreased	107,249(-28.3%)	$7.2M	0.0%	+22.69%	0
Steward Partners Investment Advisory, LLC	Increased	104,497(+0.1%)	$7M	0.0%	+26.42%	27
Pinnacle Financial Partners, Inc.	Decreased	86,876(-0.1%)	$5.8M	0.0%	+11.40%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	84,360(-1.8%)	$5.7M	0.0%	+134.46%	0
Cetera Investment Advisers	Decreased	61,681(-4.2%)	$4.1M	0.0%	+26.40%	0
AMERIPRISE FINANCIAL INC	Increased	54,405(+13.6%)	$3.7M	0.0%	+37.82%	30
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	46,834(-0.0%)	$3.1M	0.0%	+50.81%	0