# WISDOMTREE TR (EZM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EZM/

- Reporting holders: 10
- Reported value: $13.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $5.8M | 81,381 | 0.7% | 16 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $3.5M | 49,158 | 2.6% | 3 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.5M | 20,925 | 0.0% | 12 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $1.2M | 16,165 | 0.1% | 31 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $247.2K | 3,450 | 0.1% | 9 |
| [Post Resch Tallon Group Inc.](https://holderbook.com/funds/2054476-post-resch-tallon-group-inc/) | $232.1K | 3,240 | 0.2% | 8 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $203.6K | 2,842 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $169.6K | 2,367 | 0.0% | 4 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $88.3K | 1,233 | 0.1% | 17 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $65.7K | 917 | 0.0% | 30 |
| [LBJ Family Wealth Advisors, Ltd.](https://holderbook.com/funds/1601622-lbj-family-wealth-advisors-ltd/) | $752 | 10,495 | 0.4% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $13.0M |
| Q2 2026 | 186 | $599.5M |
| Q1 2026 | 171 | $520.8M |
| Q4 2025 | 169 | $485.9M |
| Q3 2025 | 145 | $511.9M |
| Q2 2025 | 144 | $441.7M |
| Q1 2025 | 141 | $415.6M |
| Q4 2024 | 146 | $492.3M |
| Q3 2024 | 144 | $453.1M |
| Q2 2024 | 146 | $418.3M |
| Q1 2024 | 151 | $524.6M |
| Q4 2023 | 147 | $504.6M |