EZM — Wisdomtree Tr Institutional Holders · Q3 2026
Who owns Wisdomtree Tr (EZM)? 11 institutions reported holding $13.78M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Breakwater Capital Group ($5.8M), Roan Capital Partners ($3.5M), Apella Capital, LLC ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Breakwater Capital Group | $5.8M | 81,381 | Added |
| 2 | Roan Capital Partners | $3.5M | 49,158 | Added |
| 3 | Apella Capital, LLC | $1.5M | 20,925 | Hold |
| 4 | RVW Wealth, LLC | $1.2M | 16,165 | Hold |
| 5 | LBJ Family Wealth Advisors, Ltd. | $752,000 | 10,495 | Added |
| 6 | Kaydan Wealth Management, Inc. | $247,158 | 3,450 | Hold |
| 7 | Post Resch Tallon Group Inc. | $232,114 | 3,240 | Hold |
| 8 | RTD Financial Advisors, Inc. | $203,601 | 2,842 | Hold |
| 9 | Farther Finance Advisors, LLC | $169,607 | 2,367 | Added |
| 10 | Horizons Wealth Management | $88,332 | 1,233 | Hold |
| 11 | Investors Research Corp | $65,694 | 917 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30