Who owns WisdomTree MidCap Earnings Fund?
- Ticker: EZM
- CUSIP Number: 97717W570
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree MidCap Earnings Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of WisdomTree MidCap Earnings Fund stock
Who bought or sold WisdomTree MidCap Earnings Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Davenport & Co | 723k | $49M | 17% | Mar 2026 |
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| UBS Group | 580k | $39M | -4% | Mar 2026 |
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| Bank of America Corporation | 495k | $33M | 100% | Mar 2026 |
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| Morgan Stanley | 460k | $31M | 0% | Mar 2026 |
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| Branch Banking & Trust Company | 439k | $30M | 17% | Mar 2026 |
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| LPL Financial | 429k | $29M | 72% | Mar 2026 |
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| Baird Financial | 333k | $22M | 2% | Dec 2025 |
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| Eqis Capital Management | 294k | $20M | -2% | Mar 2026 |
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| Consolidated Planning Corp | 262k | $18M | 3% | Mar 2026 |
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| Ieq Capital | 204k | $14M | -1% | Dec 2025 |
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| Bsc Private Wealth Management | 192k | $13M | 4% | Mar 2026 |
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| Private Advisor | 175k | $12M | 1% | Mar 2026 |
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| Royal Bank of Canada | 152k | $10M | 95% | Mar 2026 |
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| Raymond James Financial | 150k | $10M | 6% | Dec 2025 |
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| HighTower Advisors | 141k | $9.5M | -10% | Mar 2026 |
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| Wells Fargo & Company | 115k | $7.7M | 26% | Mar 2026 |
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| Steward Partners Investment Advisory | 105k | $7.0M | 0% | Mar 2026 |
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| Provident Wealth Management | 100k | $6.7M | 1% | Mar 2026 |
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| Theory Financial | 90k | $6.0M | 27% | Mar 2026 |
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| Pinnacle Financial Partners | 87k | $5.8M | 100% | Dec 2025 |
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| Envestnet Asset Management | 84k | $5.7M | -2% | Mar 2026 |
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| Davidson Kahn Capital Management | 81k | $5.4M | -5% | Mar 2026 |
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| Cambridge Investment Research Advisors | 80k | $5.4M | -2% | Mar 2026 |
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| Breakwater Capital Group | 80k | $5.4M | 0% | Mar 2026 |
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| Cetera Investment Advisers | 62k | $4.1M | -4% | Mar 2026 |
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| TopTier Wealth Management | 61k | $4.1M | 100% | Mar 2026 |
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| Sylvest Advisors | 57k | $3.8M | 16% | Mar 2026 |
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| Ameriprise Financial | 54k | $3.7M | 14% | Mar 2026 |
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| Great Point Wealth Advisors | 49k | $3.3M | -2% | Mar 2026 |
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| CFG Asset Management | 47k | $3.2M | 4% | Mar 2026 |
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| Commonwealth Equity Services | 47k | $3.1M | 0% | Mar 2026 |
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| A.N. Culbertson & Company | 46k | $3.1M | 0% | Mar 2026 |
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| Roan Capital Partners | 44k | $3.0M | 100% | Mar 2026 |
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| Central Trust & Investment | 44k | $2.9M | 23% | Mar 2026 |
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| Lionshead Wealth Management | 43k | $2.9M | -2% | Mar 2026 |
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| Resources Investment Advisors | 40k | $2.7M | 100% | Mar 2026 |
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| Equitable Holdings | 40k | $2.6M | -58% | Mar 2026 |
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| GHP Investment Advisors | 39k | $2.6M | -1% | Mar 2026 |
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| Lauer Wealth | 37k | $2.6M | 1% | Mar 2026 |
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| Bank of New York Mellon | 33k | $2.2M | 8% | Mar 2026 |
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| Citadel Advisors | 31k | $2.0M | 100% | Mar 2026 |
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| CI Private Wealth | 30k | $2.0M | 0% | Mar 2026 |
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| Advisor Group Holdings | 30k | $2.0M | 14% | Dec 2025 |
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| L & S Advisors | 30k | $2.0M | 2% | Mar 2026 |
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| Mather Group | 25k | $1.7M | -1% | Mar 2026 |
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| Flagship Harbor Advisors | 25k | $1.7M | 0% | Mar 2026 |
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| Kestra Advisory Services | 25k | $1.6M | 18% | Mar 2026 |
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| Ridge Creek Global | 23k | $1.5M | 100% | Mar 2026 |
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| Crux Wealth Advisors | 22k | $1.5M | -11% | Mar 2026 |
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| Janney Montgomery Scott | 21k | $1.4M | -22% | Mar 2026 |
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| Apella Capital | 21k | $1.5M | 0% | Mar 2026 |
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| Ubs Global Asset Management Americas | 19k | $1.3M | 2584% | Mar 2026 |
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| CLS Investments | 19k | $1.3M | 0% | Mar 2026 |
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| Summit Financial | 18k | $1.2M | 0% | Mar 2026 |
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| Merit Financial Group | 18k | $1.2M | -15% | Mar 2026 |
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| Mason Investment Advisory Services | 17k | $1.2M | 0% | Dec 2025 |
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| Rockefeller Capital Management | 17k | $1.2M | -2% | Mar 2026 |
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| RVW Wealth | 16k | $1.1M | 0% | Mar 2026 |
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| Amplius Wealth Advisors | 16k | $1.0M | 11% | Mar 2026 |
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| Western Wealth Management | 15k | $981k | 6% | Mar 2026 |
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| Savant Capital Management | 14k | $936k | 16% | Mar 2026 |
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| Pensionmark Financial Group | 13k | $844k | -13% | Mar 2026 |
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| Institute For Wealth Management | 13k | $840k | 0% | Mar 2026 |
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| Asset Dedication | 12k | $804k | 0% | Mar 2026 |
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| Sensible Money | 12k | $798k | 0% | Mar 2026 |
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| Warren Averett Asset Management | 12k | $787k | -5% | Dec 2025 |
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| Aurora Private Wealth | 11k | $736k | 0% | Mar 2026 |
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| Pacific Sun Financial Corp | 11k | $736k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 11k | $704k | -1% | Mar 2026 |
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| LBJ Family Wealth Advisors | 10k | $684k | 0% | Mar 2026 |
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| Per Stirling Capital Management | 9.6k | $646k | 0% | Mar 2026 |
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| Mercer Global Advisors | 9.4k | $631k | -30% | Mar 2026 |
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| Oxler Private Wealth | 8.9k | $597k | -4% | Mar 2026 |
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| Envision Financial | 8.4k | $562k | -8% | Mar 2026 |
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| Creative Planning | 8.2k | $550k | 0% | Mar 2026 |
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| Cathy Pareto & Associates | 8.2k | $549k | 0% | Mar 2026 |
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| Golden State Equity Partners | 8.2k | $549k | 35% | Mar 2026 |
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| PSI Advisors | 7.6k | $505k | -2% | Dec 2025 |
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| CVA Family Office | 7.3k | $491k | 0% | Mar 2026 |
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| Centric Wealth Management | 7.1k | $505k | 0% | Mar 2026 |
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| Cresset Asset Management | 7.0k | $469k | 0% | Mar 2026 |
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| Beacon Pointe Advisors | 6.8k | $456k | 0% | Dec 2025 |
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| William Blair $ Company | 6.8k | $457k | 0% | Mar 2026 |
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| Team Financial Group | 6.6k | $441k | -1% | Mar 2026 |
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| Sontag Advisory | 6.5k | $434k | -1% | Mar 2026 |
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| Miracle Mile Advisors | 6.4k | $430k | 0% | Mar 2026 |
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| S.A. Mason | 6.1k | $409k | 0% | Mar 2026 |
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| Sargent Investment Group | 6.1k | $408k | -20% | Mar 2026 |
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| Bragg Financial Advisors | 5.8k | $389k | 0% | Mar 2026 |
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| Stifel Financial | 5.7k | $386k | -9% | Mar 2026 |
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| Dana Investment Advisors | 5.7k | $379k | -9% | Dec 2025 |
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| Laurel Oak Wealth Management | 5.7k | $381k | 100% | Mar 2026 |
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| Goss Wealth Management | 5.5k | $367k | 0% | Mar 2026 |
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| Cornerstone Wealth Management | 5.4k | $365k | -5% | Mar 2026 |
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| Kingsview Wealth Management | 5.1k | $346k | 0% | Mar 2026 |
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| Mml Investors Services | 5.0k | $334k | -4% | Mar 2026 |
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| Wealthcare Advisory Partners | 4.9k | $329k | 6% | Mar 2026 |
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| PFG Financial Advisors | 4.9k | $329k | 0% | Mar 2026 |
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| RTD Financial Advisors | 4.8k | $322k | 100% | Mar 2026 |
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| Fulton Bank, NA | 4.7k | $316k | 0% | Mar 2026 |
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| Colonial River Wealth Management | 4.6k | $307k | 100% | Mar 2026 |
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| Midwest Trust | 4.5k | $303k | 0% | Mar 2026 |
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| Howard Wealth Management | 4.5k | $300k | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 4.4k | $296k | 0% | Mar 2026 |
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| D. E. Shaw & Co | 4.2k | $282k | 0% | Mar 2026 |
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| Susquehanna International | 4.1k | $276k | -87% | Dec 2025 |
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| Capital Management Corporation | 4.1k | $272k | -14% | Mar 2026 |
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| Stanich Group | 4.0k | $272k | -1% | Mar 2026 |
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| Medallion Wealth Advisors | 4.0k | $267k | -2% | Mar 2026 |
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| Colony | 4.0k | $264k | 100% | Dec 2025 |
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| Koshinski Asset Management | 3.8k | $258k | 9% | Mar 2026 |
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| IF Advisors | 3.8k | $253k | 100% | Mar 2026 |
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| FMR | 3.7k | $245k | 27% | Dec 2025 |
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| Financial Insights | 3.6k | $240k | 0% | Mar 2026 |
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| Principle Wealth Partners | 3.5k | $238k | 0% | Mar 2026 |
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| Kaydan Wealth Management | 3.5k | $232k | 0% | Mar 2026 |
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| McKinley Carter Wealth Services | 3.4k | $229k | -6% | Mar 2026 |
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| Astoria Portfolio Advisors | 3.4k | $243k | 0% | Mar 2026 |
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| Post Resch Tallon Group | 3.3k | $225k | 0% | Mar 2026 |
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| Ascension Capital Advisors | 3.3k | $222k | 100% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 3.2k | $217k | 100% | Mar 2026 |
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| Ashton Thomas Private Wealth | 3.1k | $211k | -6% | Mar 2026 |
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| Align Financial | 3.1k | $209k | 100% | Mar 2026 |
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| SeaCrest Wealth Management | 3.1k | $207k | 0% | Mar 2026 |
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| Options Solutions | 3.0k | $202k | 0% | Mar 2026 |
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| Captrust Financial Advisors | 3.0k | $200k | 100% | Dec 2025 |
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| Jones Financial Companies, L.L | 2.8k | $189k | 46% | Dec 2025 |
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| Ancora Advisors | 2.6k | $172k | 0% | Mar 2026 |
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| CWM | 2.4k | $159k | -17% | Dec 2025 |
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| DHJJ Financial Advisors | 2.4k | $159k | 0% | Mar 2026 |
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| Brian McDonald | 2.3k | $150k | -23% | Dec 2025 |
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| Farther Finance Advisors | 2.2k | $146k | 650% | Mar 2026 |
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| Fifth Third Bancorp | 2.1k | $144k | 100% | Mar 2026 |
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| Us Bancorp | 2.0k | $131k | 0% | Dec 2025 |
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| Investors Research Corp | 1.8k | $121k | -72% | Mar 2026 |
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| Franklin Resources | 1.7k | $115k | 0% | Mar 2026 |
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| Centaurus Financial | 1.5k | $103k | 1% | Mar 2026 |
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| Pnc Financial Services | 1.4k | $91k | 0% | Mar 2026 |
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| Horizons Wealth Management | 1.2k | $83k | 0% | Mar 2026 |
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| Capital Advisors | 1.2k | $83k | 0% | Mar 2026 |
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| Financial Freedom | 1.1k | $72k | 0% | Mar 2026 |
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| Golden State Wealth Management | 1.1k | $71k | 0% | Mar 2026 |
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| Assetmark | 1.0k | $68k | 0% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 900.00 | $61k | 0% | Mar 2026 |
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| Cassaday & Co Wealth Management | 744.00 | $50k | 100% | Mar 2026 |
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| Qube Research & Technologies | 741.00 | $50k | 0% | Dec 2025 |
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| AE Wealth Management | 719.00 | $48k | 0% | Mar 2026 |
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| Newbridge Financial Services Group | 632.00 | $43k | 0% | Mar 2026 |
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| Oakworth Capital | 554.00 | $37k | 0% | Mar 2026 |
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| Creative Financial Designs | 547.00 | $37k | 0% | Mar 2026 |
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Who sold out of WisdomTree MidCap Earnings Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 124k | $8.2M |
| Westwood Wealth Management | Dec 2025 | 43k | $2.9M |
| Foster Group | Dec 2025 | 19k | $1.3M |
| Hrt Financial | Dec 2025 | 8.9k | $596k |
| Wealth Enhancement Advisory Services | Dec 2025 | 8.9k | $610k |
| Tiaa Trust, National Association | Dec 2025 | 3.4k | $228k |
| ABLE Financial Group | Dec 2025 | 3.1k | $206k |
| Advisory Services Network | Sep 2025 | 1.1k | $73k |