EZM · Insider trading · 13F holders · Congress trades
Wisdomtree Tr (EZM)
Who is buying and selling EZM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 20
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
EZM at a glance
- No open-market insider purchases or sales of EZM were filed in the last 90 days.
- 20 13F filers hold EZM among their 50 largest positions, worth $107.5M combined. The biggest bets by portfolio weight are Freedom Investment Management, Inc. (6.0%), CPC Advisors, LLC (2.6%) and Theory Financial LLC (2.6%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in EZM.
EZM insider trading
No open-market insider purchases or sales of EZM were filed in the last 90 days.
Who owns EZM? Hedge funds and superinvestors
20 13F filers hold EZM among their 50 largest positions, worth $107.5M combined. The biggest bets by portfolio weight are Freedom Investment Management, Inc. (6.0%), CPC Advisors, LLC (2.6%) and Theory Financial LLC (2.6%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Freedom Investment Management, Inc.Wealth manager | 6.0% | $21.5M | 284,274 | -3.3% shares | Q2 2026 |
| CPC Advisors, LLCWealth manager | 2.6% | $19.4M | 271,392 | +1.4% shares | Q3 2026 |
| Clearwater Capital Advisors, LLCWealth manager | 1.1% | $14.6M | 192,023 | +0.2% shares | Q2 2026 |
| Theory Financial LLCWealth manager | 2.6% | $8.3M | 109,393 | +22.1% shares | Q2 2026 |
| Breakwater Capital GroupWealth manager | 0.7% | $5.8M | 81,381 | +4.6% shares | Q3 2026 |
| Provident Wealth Management, LLCWealth manager | 1.8% | $5.2M | 72,188 | -29.2% shares | Q3 2026 |
| Davidson Kahn Capital Management, LLCWealth manager | 1.9% | $4.9M | 68,304 | -14.1% shares | Q3 2026 |
| Sylvest Advisors, LLCWealth manager | 2.0% | $4.6M | 64,130 | +3.2% shares | Q3 2026 |
| TopTier Wealth Management, LLCWealth manager | 2.5% | $4.3M | 59,804 | -1.5% shares | Q3 2026 |
| Roan Capital PartnersWealth manager | 2.6% | $3.5M | 49,158 | +2.5% shares | Q3 2026 |
| Great Point Wealth Advisors, LLCWealth manager | 0.5% | $2.9M | 41,031 | -12.3% shares | Q3 2026 |
| Lionshead Wealth Management, LLCWealth manager | 2.0% | $2.9M | 40,660 | -1.8% shares | Q3 2026 |
| Lauer Wealth, LLCWealth manager | 1.8% | $2.6M | 35,590 | -1.1% shares | Q3 2026 |
| Envision Financial LLCWealth manager | 0.9% | $1.9M | 21,986 | +162.7% shares | Q3 2026 |
| Ridge Creek Global, IncWealth manager | 1.3% | $1.7M | 22,676 | -0.7% shares | Q2 2026 |
| Mason Investment Advisory Services, Inc.Institutional asset manager | 0.1% | $1.3M | 17,434 | +0.0% shares | Q2 2026 |
| LBJ Family Wealth Advisors, Ltd.Wealth manager | 0.4% | $752K | 10,495 | +0.2% shares | Q3 2026 |
| Team Financial Group, LLCWealth manager | 0.2% | $498K | 6,576 | +0.3% shares | Q2 2026 |
| Bridgelight Financial Advisors, Inc.Wealth manager | 0.3% | $407K | 5,676 | +0.3% shares | Q3 2026 |
| IF Advisors, LLCInstitutional asset manager | 0.2% | $285K | 3,765 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 13, Q2 2026: 7). Screen EZM in the grand portfolio →
EZM stock trades by members of Congress
No member of Congress has disclosed a trade in EZM.
EZM questions and answers
Are insiders buying EZM stock?
No open-market insider purchases or sales of EZM were filed in the last 90 days.
Which hedge funds own EZM?
20 13F filers hold EZM among their 50 largest positions, worth $107.5M combined. The biggest bets by portfolio weight are Freedom Investment Management, Inc. (6.0%), CPC Advisors, LLC (2.6%) and Theory Financial LLC (2.6%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded EZM?
No member of Congress has disclosed a trade in EZM.
Who is the largest holder of EZM?
Among 13F filers, Freedom Investment Management, Inc. reports the largest EZM position, $21.5M (284,274 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Freedom Investment Management, Inc.'s: 6.0% of its portfolio.
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