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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

139 hedge funds and large institutions have $415M invested in WisdomTree US MidCap Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
41
Reduced
45
Closed
11
Calls
–
Puts
$27K
Net Calls
-$27K
Net Calls Change
-$27K

Top Buyers

1
PWM
Provident Wealth Management
Tennessee
+$5.45M
2
DC
Davenport & Co
Virginia
+$2.78M
3
SA
Sylvest Advisors
Texas
+$2.11M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.77M
5
Bank of America
Bank of America
North Carolina
+$1.42M

Top Sellers

1
LPL Financial
LPL Financial
California
-$36.1M
2
UBS Group
UBS Group
Switzerland
-$10.7M
3
WIA
World Investment Advisors
California
-$4.23M
4
FWTB
First Western Trust Bank
Colorado
-$3.87M
5
Morgan Stanley
Morgan Stanley
New York
-$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
DKCM
26
Davidson Kahn Capital Management
California
$3.99M +$595K +9,989 +18%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$3.93M -$551K -9,245 -12%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.82M +$774K +12,981 +25%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.65M +$421K +7,059 +13%
GPWA
30
Great Point Wealth Advisors
Massachusetts
$3.57M -$71K -1,191 -2%
LWM
31
Lionshead Wealth Management
New York
$3.16M -$2.2M -36,922 -41%
CANC
32
Culbertson A N & Co
Virginia
$2.76M -$1.13K -19 -0%
CWA
33
Crux Wealth Advisors
California
$2.48M -$30.8K -517 -1%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.44M -$123K -2,059 -5%
GIA
35
GHP Investment Advisors
Colorado
$2.43M -$112K -1,879 -4%
NC
36
NewSquare Capital
Pennsylvania
$2.18M +$44K +738 +2%
SA
37
Sylvest Advisors
Texas
$2.11M +$2.11M +35,444 New
NFC
38
Northeast Financial Consultants
Connecticut
$1.94M – – –
Ameriprise
39
Ameriprise
Minnesota
$1.86M -$96.7K -1,622 -5%
CTC
40
Central Trust Company
Missouri
$1.7M +$150K +2,509 +10%
FHA
41
Flagship Harbor Advisors
Massachusetts
$1.62M +$775 +13 +0%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.56M -$197K -3,310 -11%
MG
43
Mather Group
Illinois
$1.54M -$145K -2,440 -9%
LSA
44
L & S Advisors
California
$1.29M +$98.5K +1,653 +8%
AC
45
Apella Capital
Connecticut
$1.19M – – –
KAS
46
Kestra Advisory Services
Texas
$1.13M -$1.54M -25,882 -58%
RW
47
RVW Wealth
California
$1.05M -$3.52K -59 -0.3%
MIAS
48
Mason Investment Advisory Services
Virginia
$1.04M – – –
AAS
49
Avantax Advisory Services
Texas
$1.03M +$311K +5,213 +43%
WIA
50
World Investment Advisors
California
$985K -$4.23M -70,956 -81%
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