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Public ownership evidence

WisdomTree U.S. MidCap Fund (EZM) Ownership Disclosures

Read EZM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2830,322$2,297,912None
Financial Insights, Inc.2026-06-302026-08-263,563$270,017None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21150$11,368None
Kingsview Wealth Management, LLC2026-06-302026-08-205,149$390,210None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-206,313$478,427None
Beacon Pointe Advisors, LLC2026-06-302026-08-196,927$524,953None
Corient Private Wealth LP2026-06-302026-08-1830,442$2,307,006None
Equitable Holdings, Inc.2026-06-302026-08-1837,457$2,838,627None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-181,532$116,000None
Glen Eagle Advisors, LLC2026-06-302026-08-15306$23,190None
Ameritas Advisory Services, LLC2026-06-302026-08-15228$17,285None
NFSG Corp2026-06-302026-08-15632$47,895None
Western Wealth Management, LLC2026-06-302026-08-1510,428$790,249None
Qube Research & Technologies Ltd2026-06-302026-08-15788$59,717None
Per Stirling Capital Management, LLC.2026-06-302026-08-159,021$683,633None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,943$374,564None
OSAIC HOLDINGS, INC.2026-06-302026-08-1525,717$1,948,967None
Orion Porfolio Solutions, LLC2026-06-302026-08-1527,447$2,080,060None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1536,465$2,763,449None
Ancora Advisors LLC2026-06-302026-08-151,640$124,285None
Medallion Wealth Advisors, LLC2026-06-302026-08-153,732$282,818None
Waverly Advisors, LLC2026-06-302026-08-1510,005$758,228None
&PARTNERS2026-06-302026-08-155,394$408,784None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-153,588$269,602None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1566,417$5,033,318None
Pinnacle Financial Partners, Inc.2026-06-302026-08-15313$23,720None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1584,022$6,367,490None
Cresset Asset Management, LLC2026-06-302026-08-156,975$528,591None
ROYAL BANK OF CANADA2026-06-302026-08-15936$71,000None
ROYAL BANK OF CANADA2026-06-302026-08-15130,420$9,884,000None
ROYAL BANK OF CANADA2026-06-302026-08-155,000$379,000None
ROYAL BANK OF CANADA2026-06-302026-08-155,368$407,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-154,191$317,609None
CITADEL ADVISORS LLC2026-06-302026-08-1523,555$1,785,083None
World Investment Advisors2026-06-302026-08-1512,555$843,948None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,004$303,437None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1564,437$4,883,243None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1536,557$2,770,387None
PRICE T ROWE ASSOCIATES INC /MD/2026-06-302026-08-1514,651$1,111,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1582,750$6,271,113None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1532,086$2,431,627None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1595,222$7,216,304None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15364,218$27,601,566None
BANK OF AMERICA CORP /DE/2026-06-302026-08-155,245$397,482None
IF Advisors, LLC2026-06-302026-08-143,765$285,325None
Pathstone Holdings, LLC2026-06-302026-08-143,198$242,363None
Strategic Advocates LLC2026-06-302026-08-148$606None
Operose Advisors LLC2026-06-302026-08-1424$1,818None
Sanctuary Advisors, LLC2026-06-302026-08-142,642$200,222None
Rockefeller Capital Management L.P.2026-06-302026-08-1434,118$2,585,645None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.