WisdomTree Trust - EZM

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$584.4M
QoQ value delta ($000)
+$2.13M (+0.37%)
Implied price effect (QoQ)
-1.32%
Shares
Total shares
7,819,770
QoQ shares delta
+131,015 (+1.7%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (EZM)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 47 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
DAVENPORT & Co LLC 75,569 1,054,847 0.38%
UBS Group AG 39,872 526,139 0.01%
MORGAN STANLEY 35,559 469,226 0.0%
BANK OF AMERICA CORP /DE/ 35,215 464,685 0.0%
TRUIST FINANCIAL CORP 34,967 461,410 0.04%
LPL Financial LLC 33,839 446,533 0.01%
Freedom Investment Management, Inc. 21,543 284,274 6.0%
CPC Advisors, LLC 19,442 271,392 2.64%
Baird Financial Group, Inc. 16,852 222,376 0.02%
IEQ CAPITAL, LLC 15,427 203,578 0.07%
Clearwater Capital Advisors, LLC 14,552 192,023 1.07%
Private Advisor Group, LLC 13,372 176,452 0.06%
Steward Partners Investment Advisory, LLC 10,757 141,949 0.05%
ROYAL BANK OF CANADA 10,741 141,724 0.0%
JPMORGAN CHASE & CO 9,193 121,786 0.0%
WELLS FARGO & COMPANY/MN 8,702 114,836 0.0%
HighTower Advisors, LLC 8,685 114,614 0.01%
THEORY FINANCIAL LLC 8,290 109,393 2.61%
RAYMOND JAMES FINANCIAL INC 7,957 104,998 0.0%
ENVESTNET ASSET MANAGEMENT INC 6,423 84,755 0.0%
Pinnacle Financial Partners, Inc. 6,391 84,335 0.04%
Davidson Kahn Capital Management, LLC 6,021 79,471 2.59%
Cambridge Investment Research Advisors, Inc. 5,926 78,199 0.01%
Breakwater Capital Group 5,830 81,381 0.69%
Provident Wealth Management, LLC 5,171 72,188 1.83%