WISDOMTREE TR (EZM) is held by 67 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is DAVENPORT & Co LLC as of Q2 2026.

Are institutions buying or selling EZM?

In Q2 2026, 29 institutions opened or increased positions in WISDOMTREE TR while 27 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on EZM?

HoldingsIntel scores WISDOMTREE TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for EZM. In Q2 2026, the institutional leg showed net inflows: 29 buying versus 27 selling.

How many hedge funds hold EZM?

67 institutional investors report holding WISDOMTREE TR (EZM) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into EZM?

As of Q2 2026, tracked institutions in WISDOMTREE TR show 29 buyers versus 27 sellers — net inflows.

WISDOMTREE TR

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

Holders

(11 Elite)

$410.3M

Total Value

52% (56)

Consensus

29 buying - 27 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 67 funds

11 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for EZM.

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
DAVENPORT & Co LLC	Increased	889,118(+23.0%)	$67.4M	0.3%	+32.28%	43
UBS Group AG	Decreased	526,139(-9.3%)	$39.9M	0.0%	+69.04%	0
MORGAN STANLEY	Increased	469,226(+2.0%)	$35.6M	0.0%	+33.57%	30
BANK OF AMERICA CORP /DE/	Decreased	464,685(-6.1%)	$35.2M	0.0%	+25.59%	0
TRUIST FINANCIAL CORP	Increased	461,410(+5.1%)	$35M	0.0%	+72.12%	30
LPL Financial LLC	Increased	446,533(+4.0%)	$33.8M	0.0%	+14.35%	30
Baird Financial Group, Inc.	Decreased	222,376(-31.1%)	$16.9M	0.0%	+52.09%	0
IEQ CAPITAL, LLC	Unchanged	203,578	$15.4M	0.1%	+55.27%	0
Private Advisor Group, LLC	Increased	176,452(+0.8%)	$13.4M	0.1%	+44.44%	28
Steward Partners Investment Advisory, LLC	Increased	141,949(+35.8%)	$10.8M	0.1%	+20.47%	36
ROYAL BANK OF CANADA	Decreased	141,724(-6.9%)	$10.7M	0.0%	+18.86%	0
JPMORGAN CHASE & CO	Increased	121,786(+1.5%)	$9.2M	0.0%	+20.89%	28
WELLS FARGO & COMPANY/MN	Decreased	114,836(-0.2%)	$8.7M	0.0%	+41.99%	0
HighTower Advisors, LLC	Decreased	114,614(-18.5%)	$8.7M	0.0%	+61.31%	0
RAYMOND JAMES FINANCIAL INC	Decreased	104,998(-2.1%)	$8M	0.0%	+25.57%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	84,755(+0.5%)	$6.4M	0.0%	+138.45%	27
Pinnacle Financial Partners, Inc.	Decreased	84,335(-2.9%)	$6.4M	0.0%	+14.02%	0
AMERIPRISE FINANCIAL INC	Increased	66,417(+22.1%)	$5M	0.0%	+31.73%	32
Cetera Investment Advisers	Decreased	59,953(-2.8%)	$4.5M	0.0%	+29.37%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	48,355(+3.3%)	$3.7M	0.0%	+51.86%	27

Showing 1-20 of 68

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

WISDOMTREE TR

Smart Money Verdict

Who's Trading

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