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WisdomTree US MidCap Fund
EZM

132 hedge funds and large institutions have $396M invested in WisdomTree US MidCap Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 26

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

2% more funds holding

Funds holding: 129 → 132 (+3)

2.13% more ownership

Funds ownership: 51.51% → 53.64% (+2.1%)

4% more capital invested

Capital invested by funds: $382M → $396M (+$14.3M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
132
Holders Change
+3
Holders Change %
+2.33%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
56
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$19.6M
2
CA
Cetera Advisors
Colorado
+$5.17M
3
GPWA
Great Point Wealth Advisors
Massachusetts
+$3.28M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.9M
5
PAG
Private Advisor Group
New Jersey
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$8.42M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.82M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.65M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31M
5
IWM
IHT Wealth Management
Illinois
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
26
Carroll Financial Associates
North Carolina
$2.3M +$56.1K +1,066 +2%
Citadel Advisors
27
Citadel Advisors
Florida
$1.97M +$822K +15,625 +70%
Ameriprise
28
Ameriprise
Minnesota
$1.9M +$733K +13,931 +62%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.81M -$48.1K -914 -3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.54M +$30.4K +578 +2%
AWA
31
Arkadios Wealth Advisors
Georgia
$1.54M -$247K -4,689 -14%
FHA
32
Flagship Harbor Advisors
Massachusetts
$1.51M – – –
FTUS
33
Flow Traders U.S.
New York
$1.5M +$159K +3,027 +12%
IFAM
34
Institutional & Family Asset Management
Colorado
$1.47M -$98.9K -1,879 -6%
OPW
35
Oxler Private Wealth
New York
$1.38M +$254K +4,820 +22%
IRC
36
Investors Research Corp
Georgia
$1.36M -$5.32K -101 -0.4%
RJA
37
Raymond James & Associates
Florida
$1.28M +$26.2K +497 +2%
SFG
38
StrategIQ Financial Group
Indiana
$1.1M +$263 +5 +0%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$1.09M – – –
RVPG
40
Relative Value Partners Group
$1.05M +$426K +8,089 +67%
KWM
41
Kingsview Wealth Management
Oregon
$1.03M +$821K +15,602 +366%
RW
42
RVW Wealth
California
$1M -$159K -3,020 -10%
SF
43
Synovus Financial
Georgia
$939K +$104K +1,978 +12%
BFS
44
Bradley Foster & Sargent
Connecticut
$897K – – –
EH
45
Equitable Holdings
New York
$847K +$200K +3,804 +31%
ADL
46
Asset Dedication LLC
California
$795K – – –
TF
47
TIAA FSB
Florida
$789K -$421 -8 -0.1%
HFA
48
HC Financial Advisors
California
$788K -$16.7K -318 -2%
SWP
49
Stratos Wealth Partners
Ohio
$779K -$16.5K -313 -2%
TRCT
50
Tower Research Capital (TRC)
New York
$770K -$31.3K -595 -4%
1
2
3 4 5

EZM Hedge Fund Activity: Q3 2021 in Review

132 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2021, worth a combined $396M — up 3.7% from $382M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EZM positions and 6 closed out — a net gain of 5 holders — while 56 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $19.6M. The largest seller was Truist Financial, cutting an estimated $8.42M.

  • 132 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2021, up from 129 in Q2 2021.
  • Funds reported $396M of WisdomTree US MidCap Fund stock for Q3 2021, up 3.7% quarter-over-quarter.
  • 11 funds opened new WisdomTree US MidCap Fund positions in Q3 2021 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2021 was Bank of America, an estimated $19.6M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2021 was Truist Financial, an estimated $8.42M sold.

Based on aggregated 13F filings for Q3 2021.