WisdomTree Trust - EZM

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$690.1M

QoQ value delta ($000)

+$197.6M (+40.13%)

Implied price effect (QoQ)

+40.95%

Total shares

7,430,982

QoQ shares delta

-43,244 (-0.58%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 3 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Align Financial, LLC	207,280	207,280	0.12%
DAVENPORT & Co LLC	41,392	619,650	0.22%
UBS Group AG	40,315	603,526	0.01%
BANK OF AMERICA CORP /DE/	33,790	505,842	0.0%
MORGAN STANLEY	30,679	459,278	0.0%
TRUIST FINANCIAL CORP	25,045	374,935	0.03%
Baird Financial Group, Inc.	22,219	332,633	0.03%
Freedom Investment Management, Inc.	20,141	301,519	5.86%
CPC Advisors, LLC	17,065	255,466	1.72%
LPL Financial LLC	16,664	249,475	0.0%
IEQ CAPITAL, LLC	13,599	203,578	0.04%
Clearwater Capital Advisors, LLC	12,317	184,395	1.03%
Private Advisor Group, LLC	11,598	173,630	0.05%
HighTower Advisors, LLC	10,426	156,080	0.01%
RAYMOND JAMES FINANCIAL INC	9,987	149,520	0.0%
ROYAL BANK OF CANADA	8,819	132,019	0.0%
JPMORGAN CHASE & CO	8,075	120,894	0.0%
Steward Partners Investment Advisory, LLC	6,971	104,366	0.04%
Provident Wealth Management, LLC	6,576	98,449	1.95%
Equitable Holdings, Inc.	6,232	93,301	0.04%
WELLS FARGO & COMPANY/MN	6,122	91,655	0.0%
Pinnacle Financial Partners, Inc.	5,807	86,942	0.04%
ENVESTNET ASSET MANAGEMENT INC	5,740	85,936	0.0%
Davidson Kahn Capital Management, LLC	5,664	84,791	2.94%
Cambridge Investment Research Advisors, Inc.	5,447	81,544	0.01%