WISDOMTREE TR

$EZM
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Institutional coverage

156 13F filers hold $EZM.

13F holders
156
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$EZM is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.01%, with an average of 0.00% of portfolio. Largest holder: Fulton Bank, N.a. at 0.01%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Fulton Bank, N.a.
0.01% held
α +23.8pts
02
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 156 · Source: 13F-HR
01
Citigroup Inc.
0.26% of portfolio
722,893 sh
02
Taconic Capital Advisors LP
0.01% of portfolio
429,148 sh
03
Perkins Capital Management Inc.
0.04% of portfolio
302,868 sh
04
Consolidated Investment Group LLC
5.87% of portfolio
294,048 sh
05
CPC Advisors, LLC
2.86% of portfolio
262,309 sh
06
HBC Financial Services, PLLC
2.87% of portfolio
262,309 sh
07
Great Valley Advisor Group, Inc.
0.06% of portfolio
203,578 sh
08
Pinnacle Family Advisors, LLC
1.04% of portfolio
191,663 sh
09
Tekne Capital Management, LLC
0.06% of portfolio
175,021 sh
10
State Farm Mutual Automobile Insurance Co.
—
168,036 sh
See all 156 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $EZM in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $EZM in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:10 UTC.