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WisdomTree US MidCap Fund
EZM

147 hedge funds and large institutions have $492M invested in WisdomTree US MidCap Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $445M → $492M (+$46.9M)

3.37% more ownership

Funds ownership: 55.13% → 58.5% (+3.4%)

2% more funds holding

Funds holding: 144 → 147 (+3)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
41
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$43.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.92M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.15M
4
DC
Davenport & Co
Virginia
+$2.13M
5
Morgan Stanley
Morgan Stanley
New York
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$7.24M
2
UBS Group
UBS Group
Switzerland
-$5.89M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.21M
4
Truist Financial
Truist Financial
North Carolina
-$1.9M
5
Jane Street
Jane Street
New York
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$4.7M -$1.26M -19,706 -21%
FWTB
27
First Western Trust Bank
Colorado
$3.87M – – –
GPWA
28
Great Point Wealth Advisors
Massachusetts
$3.82M -$308K -4,807 -7%
DKCM
29
Davidson Kahn Capital Management
California
$3.56M +$3.65M +56,897 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.39M +$959K +14,971 +38%
TF
31
Theory Financial
Colorado
$3.28M -$42.8K -668 -1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$3.19M +$141K +2,202 +5%
CANC
33
Culbertson A N & Co
Virginia
$2.9M -$3.2K -50 -0.1%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$2.85M +$2.92M +45,652 New
KAS
35
Kestra Advisory Services
Texas
$2.8M +$407K +6,357 +17%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.69M -$381K -5,952 -12%
GIA
37
GHP Investment Advisors
Colorado
$2.67M -$76K -1,186 -3%
CWA
38
Crux Wealth Advisors
California
$2.63M +$2.7M +42,087 New
NC
39
NewSquare Capital
Pennsylvania
$2.24M +$52.4K +818 +2%
Ameriprise
40
Ameriprise
Minnesota
$2.05M +$113K +1,758 +6%
NFC
41
Northeast Financial Consultants
Connecticut
$2.03M – – –
Osaic Holdings
42
Osaic Holdings
Arizona
$1.84M -$44.1K -688 -2%
MG
43
Mather Group
Illinois
$1.76M +$204K +3,188 +13%
FHA
44
Flagship Harbor Advisors
Massachusetts
$1.69M -$18.7K -292 -1%
CTC
45
Central Trust Company
Missouri
$1.62M +$242K +3,783 +17%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.4M -$323K -5,035 -18%
AC
47
Apella Capital
Connecticut
$1.31M – – –
LSA
48
L & S Advisors
California
$1.25M -$165K -2,569 -11%
RW
49
RVW Wealth
California
$1.1M – – –
MIAS
50
Mason Investment Advisory Services
Virginia
$1.09M – – –
1
2
3 4 5

EZM Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2024, worth a combined $492M — up 11% from $445M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EZM positions and 11 closed out — a net gain of 7 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $43.4M. The largest seller was Bank of America, cutting an estimated $7.24M.

  • 147 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $492M of WisdomTree US MidCap Fund stock for Q4 2024, up 11% quarter-over-quarter.
  • 18 funds opened new WisdomTree US MidCap Fund positions in Q4 2024 and 11 closed out, a net change of +7 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2024 was LPL Financial, an estimated $43.4M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2024 was Bank of America, an estimated $7.24M sold.

Based on aggregated 13F filings for Q4 2024.