WISDOMTREE TR

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EZM·97717W570·US·etf·Unknown - Unknown

US MIDCAP FUND

EZM (WISDOMTREE TR) is held by 63 institutional investors as of Q1 2026. Largest holders: DAVENPORT & Co LLC ($48.6M), UBS Group AG ($39M), BANK OF AMERICA CORP /DE/ ($33.3M). Net institutional sentiment: Mixed.

63

Holders

Avg rating(13 Elite)

$361M

Total Value

49% (67)

Fund Consensus

26 buying - 27 selling

Smart Money Verdict

View all

59Mixed MomentumSingle Source

Institutional (13F)59

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how EZM's score breaks down across 4 SEC sources

Holder Quality

13

★★★★★

Elite

24

★★★★

Strong

20

★★★

Solid

9

★★

Below

1

★

Weak

Held by 63 funds

13 elite

No recent insider, activist, or congressional trades found for this stock

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

Positions (63)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
DAVENPORT & Co LLC	Increased	722,893(+16.7%)	$48.6M	0.3%	+31.65%	41
UBS Group AG	Decreased	580,020(-3.9%)	$39M	0.0%	+56.44%	0
BANK OF AMERICA CORP /DE/	Decreased	494,646(-2.2%)	$33.3M	0.0%	+16.23%	0
MORGAN STANLEY	Increased	459,906(+0.1%)	$30.9M	0.0%	+24.41%	29
TRUIST FINANCIAL CORP	Increased	438,925(+17.1%)	$29.5M	0.0%	+65.20%	33
LPL Financial LLC	Increased	429,148(+72.0%)	$28.8M	0.0%	+6.38%	43
Baird Financial Group, Inc.	Decreased	322,814(-3.0%)	$21.7M	0.0%	+40.76%	0
IEQ CAPITAL, LLC	Unchanged	203,578	$13.7M	0.1%	+43.69%	0
Private Advisor Group, LLC	Increased	175,021(+0.8%)	$11.8M	0.1%	+34.62%	28
ROYAL BANK OF CANADA	Increased	152,224(+15.3%)	$10.2M	0.0%	+8.89%	32
HighTower Advisors, LLC	Decreased	140,645(-9.9%)	$9.5M	0.0%	+49.28%	0
JPMORGAN CHASE & CO	Decreased	119,997(-0.7%)	$7.9M	0.0%	+16.06%	0
WELLS FARGO & COMPANY/MN	Increased	115,106(+25.6%)	$7.7M	0.0%	+31.40%	34
RAYMOND JAMES FINANCIAL INC	Decreased	107,249(-28.3%)	$7.2M	0.0%	+16.21%	0
Steward Partners Investment Advisory, LLC	Increased	104,497(+0.1%)	$7M	0.0%	+19.75%	27
Pinnacle Financial Partners, Inc.	Decreased	86,876(-0.1%)	$5.8M	0.0%	+5.52%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	84,360(-1.8%)	$5.7M	0.0%	+122.08%	0
Cetera Investment Advisers	Decreased	61,681(-4.2%)	$4.1M	0.0%	+19.73%	0
AMERIPRISE FINANCIAL INC	Increased	54,405(+13.6%)	$3.7M	0.0%	+30.54%	30
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	46,834(-0.0%)	$3.1M	0.0%	+42.86%	0

Showing 1-20 of 67

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer