WisdomTree U.S. MidCap
EZM • ARCA
WisdomTree U.S. MidCap is an exchange-traded fund focused on the security brokers, dealers & flotation companies sector on ARCA. As of Q3 2025, 134 institutional investors hold shares in this ETF, with total holdings valued at $484.1M. LPL Financial LLC is the largest holder with a position valued at $63.9M.
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
Country
United States of America
Overview
Overview of institutional ownership in EZM as of Q3 2025
All Institutions
- Institutions
- 134
- Value Held
- $484.1M
- Shares Held
- 7.3M
- Avg Position
- $3.6M
- Median Position
- $470.7K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $253.4K
- Shares Held
- 3.8K
- Avg Position
- $253.4K
- Median Position
- $253.4K
Biggest Investors
Institutions with the largest positions in EZM as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $63.9M 0.02% of portfolio |
 UBS Group AG Institution | $40.5M 0.01% of portfolio |
 DAVENPORT & Co LLC RIA/Wealth | $37.4M 0.20% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $33.5M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $30.5M 0.00% of portfolio |
 BB&T CORP Institution | $25.7M 0.03% of portfolio |
 Baird Financial Group, Inc. Private Equity | $21.4M 0.03% of portfolio |
 Eqis Capital Management, Inc. RIA/Wealth | $20.6M 5.47% of portfolio |
 IEQ CAPITAL, LLC RIA/Wealth | $13.5M 0.04% of portfolio |
 CONSOLIDATED PLANNING CORP RIA/Wealth | $13.2M 1.39% of portfolio |
Net Capital Flow
Institutional buying and selling activity for EZM in Q3 2025
- Traded
- +$39.0M
- Buyers
- 53
- Sellers
- 55
- Total Bought
- +$62.1M
- Total Sold
- −$23.1M
- Avg Position
- $3.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$51.1M +774.8K shares |
C CI Private Wealth, LLC RIA/Wealth | +$2.0M +29.6K shares |
 Cetera Investment Advisers RIA/Wealth | +$1.0M +15.4K shares |
Baird Financial Group, Inc. Private Equity | +$959.3K +14.6K shares |
 Bank of New York Mellon Corp Institution | +$897.3K +13.6K shares |
D Davidson Kahn Capital Management, LLC RIA/Wealth | +$594.2K +9.0K shares |
 Amplius Wealth Advisors, LLC RIA/Wealth | +$566.8K +8.6K shares |
 Equitable Holdings, Inc. Institution | +$549.8K +8.3K shares |
S Sylvest Advisors, LLC Institution | +$372.3K +5.6K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$351.8K +-828.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
DAVENPORT & Co LLC RIA/Wealth | −$6.5M −99.1K shares |
UBS Group AG Institution | −$3.4M −51.4K shares |
 Private Advisor Group, LLC RIA/Wealth | −$3.0M −46.1K shares |
BB&T CORP Institution | −$1.7M −26.2K shares |
BANK OF AMERICA CORP /DE/ Institution | −$1.7M −25.6K shares |
 HighTower Advisors, LLC RIA/Wealth | −$1.1M −16.3K shares |
Eqis Capital Management, Inc. RIA/Wealth | −$886.3K −13.4K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$753.9K −11.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$690.9K −10.5K shares |
 Sargent Investment Group, LLC RIA/Wealth | −$473.5K −7.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited EZM in Q3 2025
- New Positions
- 8
- New Value
- $2.5M
- Exited Positions
- 9
- Exited Value
- $1.2M
New Positions
| Institution | Position Value |
|---|---|
C CI Private Wealth, LLC RIA/Wealth | $2.0M 29.6K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $351.8K 5.3K shares |
 ABLE Financial Group, LLC RIA/Wealth | $202.7K 3.1K shares |
 NBC SECURITIES, INC. RIA/Wealth | $19.0K 289.0 shares |
 Johnson Financial Group, Inc. RIA/Wealth | $10.1K 153.0 shares |
R Ronald Blue Trust, Inc. Institution | $1.3K 20.0 shares |
 Strategic Advocates LLC RIA/Wealth | $527.0 8.0 shares |
F FLOW TRADERS U.S. LLC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Sargent Investment Group, LLC RIA/Wealth | $473.5K 7.6K shares |
 Unified Investment Management RIA/Wealth | $233.0K 3.8K shares |
 Revolve Wealth Partners, LLC RIA/Wealth | $223.4K 3.6K shares |
 BlueChip Wealth Advisors LLC RIA/Wealth | $223.0K 3.6K shares |
 Hartland & Co., LLC RIA/Wealth | $40.3K 652.0 shares |
 Bristlecone Advisors, LLC RIA/Wealth | $12.4K 200.0 shares |
S Skopos Labs, Inc. RIA/Wealth | $8.7K 141.0 shares |
 TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $5.7K 89.0 shares |
F FLOW TRADERS U.S. LLC Institution | - 6.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in EZM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with EZM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Eqis Capital Management, Inc. RIA/Wealth | 5.47% $20.6M |
D Davidson Kahn Capital Management, LLC RIA/Wealth | 2.94% $5.3M |
L Lionshead Wealth Management, LLC RIA/Wealth | 2.40% $3.0M |
 THEORY FINANCIAL LLC RIA/Wealth | 1.98% $5.4M |
P Provident Wealth Management, LLC RIA/Wealth | 1.91% $6.2M |
 Lauer Wealth, LLC RIA/Wealth | 1.77% $2.4M |
S Sylvest Advisors, LLC Institution | 1.56% $2.9M |
CONSOLIDATED PLANNING CORP RIA/Wealth | 1.39% $13.2M |
 BSC PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 1.01% $11.9M |
 Breakwater Capital Group RIA/Wealth | 0.92% $6.2M |
Hedge Fund Spotlight
Discover hedge funds investing in EZM
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in WisdomTree U.S. MidCap
- Market Value
- $253.4K
- Shares Held
- 3.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2016-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
