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WisdomTree US MidCap Fund
EZM

133 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 131 → 133 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $421M → $404M (-$17.4M)

1.82% less ownership

Funds ownership: 57.79% → 55.97% (-1.8%)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

Holders
133
Holders Change
+2
Holders Change %
+1.53%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
35
Reduced
43
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$4.8M
2
Morgan Stanley
Morgan Stanley
New York
+$4.13M
3
FWTB
First Western Trust Bank
Colorado
+$3.19M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.71M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.64M

Top Sellers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
-$18.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$17.6M
3
MML Investors Services
MML Investors Services
Massachusetts
-$6.13M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.89M
5
Bank of America
Bank of America
North Carolina
-$3.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$4M -$225K -4,368 -5%
TF
27
Theory Financial
Colorado
$3.51M +$34.5K +669 +1%
EH
28
Equitable Holdings
New York
$3.35M +$155K +3,008 +5%
FWTB
29
First Western Trust Bank
Colorado
$3.08M +$3.19M +61,904 New
MG
30
Mather Group
Illinois
$3.06M +$166K +3,223 +6%
Ameriprise
31
Ameriprise
Minnesota
$2.81M +$1.47M +28,469 +101%
SF
32
Synovus Financial
Georgia
$2.67M +$425K +8,231 +18%
GIA
33
GHP Investment Advisors
Colorado
$2.66M -$123K -2,377 -4%
Citadel Advisors
34
Citadel Advisors
Florida
$2.61M +$2.71M +52,453 New
CANC
35
Culbertson A N & Co
Virginia
$2.43M -$74.9K -1,452 -3%
BCG
36
Breakwater Capital Group
New Jersey
$2.35M +$1.08M +20,995 +80%
PAG
37
Private Advisor Group
New Jersey
$2.1M -$31.1K -602 -1%
OPW
38
Oxler Private Wealth
New York
$1.9M -$14.1K -273 -0.7%
NFC
39
Northeast Financial Consultants
Connecticut
$1.68M – – –
NC
40
NewSquare Capital
Pennsylvania
$1.56M +$64.5K +1,250 +4%
EE
41
EWG Elevate
California
$1.47M +$1.52M +29,509 New
FHA
42
Flagship Harbor Advisors
Massachusetts
$1.42M -$6.81K -132 -0.5%
RVPG
43
Relative Value Partners Group
$1.35M +$1.39K +27 +0.1%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.26M +$1.31M +25,315 New
RJA
45
Raymond James & Associates
Florida
$1.24M -$2.89K -56 -0.2%
IRC
46
Investors Research Corp
Georgia
$1.2M -$52.1K -1,009 -4%
RW
47
RVW Wealth
California
$1.07M -$8.41K -163 -0.7%
MIAS
48
Mason Investment Advisory Services
Virginia
$1.06M +$2.79K +54 +0.3%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$1.04M – – –
SFG
50
StrategIQ Financial Group
Indiana
$904K +$4.49K +87 +0.5%
1
2
3 4 5

EZM Hedge Fund Activity: Q1 2023 in Review

133 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2023, worth a combined $404M — down 4.1% from $421M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EZM positions and 15 closed out — a net gain of 4 holders — while 35 added to existing stakes and 43 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $4.8M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $18.8M sold.

  • 133 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2023, up from 131 in Q4 2022.
  • Funds reported $404M of WisdomTree US MidCap Fund stock for Q1 2023, down 4.1% quarter-over-quarter.
  • 19 funds opened new WisdomTree US MidCap Fund positions in Q1 2023 and 15 closed out, a net change of +4 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2023 was Kestra Advisory Services, an estimated $4.8M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2023 was Stratos Wealth Partners, an estimated $18.8M sold.

Based on aggregated 13F filings for Q1 2023.