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WisdomTree US MidCap Fund
EZM

121 hedge funds and large institutions have $371M invested in WisdomTree US MidCap Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

2.78% more ownership

Funds ownership: 53.83% → 56.6% (+2.8%)

1% more capital invested

Capital invested by funds: $367M → $371M (+$3.38M)

11% less funds holding

Funds holding: 136 → 121 (-15)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

67% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 18

Holders
121
Holders Change
-15
Holders Change %
-11.03%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
42
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$18.5M
2
Bank of America
Bank of America
North Carolina
+$11.3M
3
MML Investors Services
MML Investors Services
Massachusetts
+$5.46M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.34M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.94M
2
Truist Financial
Truist Financial
North Carolina
-$1.98M
3
Wells Fargo
Wells Fargo
California
-$1.76M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.74M
5
LPL Financial
LPL Financial
California
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
PSI Advisors
Florida
$3.03M -$518K -10,649 -13%
EH
27
Equitable Holdings
New York
$2.78M +$351K +7,201 +13%
GIA
28
GHP Investment Advisors
Colorado
$2.67M -$11.6K -238 -0.4%
MG
29
Mather Group
Illinois
$2.54M -$596K -12,239 -18%
CANC
30
Culbertson A N & Co
Virginia
$2.22M -$20.2K -415 -0.8%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.1M +$2.09M +42,941 +901%
Citadel Advisors
32
Citadel Advisors
Florida
$1.96M +$217K +4,459 +11%
SF
33
Synovus Financial
Georgia
$1.79M -$47.8K -981 -2%
OPW
34
Oxler Private Wealth
New York
$1.71M -$24K -494 -1%
NFC
35
Northeast Financial Consultants
Connecticut
$1.56M – – –
NC
36
NewSquare Capital
Pennsylvania
$1.29M +$363K +7,455 +34%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.27M -$5.45K -112 -0.4%
FHA
38
Flagship Harbor Advisors
Massachusetts
$1.26M -$1.75K -36 -0.1%
Ameriprise
39
Ameriprise
Minnesota
$1.2M +$20.3K +418 +2%
RVPG
40
Relative Value Partners Group
$1.19M +$2.24K +46 +0.2%
RJA
41
Raymond James & Associates
Florida
$1.14M +$1.27K +26 +0.1%
IRC
42
Investors Research Corp
Georgia
$1.1M -$3.7K -76 -0.3%
IA
43
IFP Advisors
Florida
$1M +$21.9K +450 +2%
RW
44
RVW Wealth
California
$991K -$56.1K -1,153 -5%
MIAS
45
Mason Investment Advisory Services
Virginia
$931K +$4.58K +94 +0.4%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$921K – – –
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$890K -$1.1M -22,540 -53%
SFG
48
StrategIQ Financial Group
Indiana
$808K +$195 +4 +0%
TRCT
49
Tower Research Capital (TRC)
New York
$788K -$458K -9,414 -34%
ADL
50
Asset Dedication LLC
California
$673K – – –
1
2
3 4 5

EZM Hedge Fund Activity: Q3 2022 in Review

121 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2022, worth a combined $371M — up 0.92% from $367M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of EZM and 6 opened new positions — a net loss of 12 holders — while 37 trimmed existing stakes and 42 added.

The largest buyer was Stratos Wealth Partners, adding an estimated $18.5M. The largest seller was Morgan Stanley, cutting an estimated $5.94M.

  • 121 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2022, down from 136 in Q2 2022.
  • Funds reported $371M of WisdomTree US MidCap Fund stock for Q3 2022, up 0.92% quarter-over-quarter.
  • 6 funds opened new WisdomTree US MidCap Fund positions in Q3 2022 and 18 closed out, a net change of -12 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2022 was Stratos Wealth Partners, an estimated $18.5M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2022 was Morgan Stanley, an estimated $5.94M sold.

Based on aggregated 13F filings for Q3 2022.