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WisdomTree US MidCap Fund
EZM

144 hedge funds and large institutions have $437M invested in WisdomTree US MidCap Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

5% more capital invested

Capital invested by funds: $416M → $437M (+$21.8M)

3% more funds holding

Funds holding: 140 → 144 (+4)

1.26% more ownership

Funds ownership: 55.6% → 56.86% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 44

Holders
144
Holders Change
+4
Holders Change %
+2.86%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
43
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DC
Davenport & Co
Virginia
+$4.14M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.42M
3
UBS Group
UBS Group
Switzerland
+$2.2M
4
FG
Foster Group
Iowa
+$1.13M
5
SF
Summit Financial
New Jersey
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
LW
Lauer Wealth
Indiana
-$2.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.55M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.13M
4
Raymond James Financial
Raymond James Financial
Florida
-$1.11M
5
Truist Financial
Truist Financial
North Carolina
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.36M +$381K +6,475 +10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.87M +$79.3K +1,347 +2%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$3.45M -$592K -10,049 -15%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.36M +$788K +13,378 +33%
LWM
30
Lionshead Wealth Management
New York
$3.08M -$187K -3,179 -6%
CANC
31
Culbertson A N & Co
Virginia
$2.87M +$2.65K +45 +0.1%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$2.54M +$2.42M +41,105 New
GIA
33
GHP Investment Advisors
Colorado
$2.48M -$37.5K -637 -2%
NC
34
NewSquare Capital
Pennsylvania
$2.44M +$167K +2,838 +8%
SA
35
Sylvest Advisors
Texas
$2.38M +$181K +3,081 +9%
Ameriprise
36
Ameriprise
Minnesota
$2.36M +$409K +6,943 +22%
LW
37
Lauer Wealth
Indiana
$2.21M -$2.5M -42,534 -55%
CWA
38
Crux Wealth Advisors
California
$1.9M -$640K -10,869 -26%
NFC
39
Northeast Financial Consultants
Connecticut
$1.82M -$177K -3,000 -9%
CTC
40
Central Trust Company
Missouri
$1.81M +$46.7K +794 +3%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.75M +$123K +2,084 +8%
LSA
42
L & S Advisors
California
$1.64M +$288K +4,896 +23%
FHA
43
Flagship Harbor Advisors
Massachusetts
$1.57M -$103K -1,757 -6%
MG
44
Mather Group
Illinois
$1.56M -$28.3K -481 -2%
AC
45
Apella Capital
Connecticut
$1.32M – – –
KAS
46
Kestra Advisory Services
Texas
$1.22M +$49.6K +843 +4%
FG
47
Foster Group
Iowa
$1.19M +$1.13M +19,275 New
SF
48
Summit Financial
New Jersey
$1.17M +$1.11M +18,878 New
MIAS
49
Mason Investment Advisory Services
Virginia
$1.08M – – –
AAS
50
Avantax Advisory Services
Texas
$1.06M +$1.18K +20 +0.1%
1
2
3 4 5

EZM Hedge Fund Activity: Q2 2025 in Review

144 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2025, worth a combined $437M — up 5.2% from $416M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EZM positions and 12 closed out — a net gain of 5 holders — while 43 added to existing stakes and 44 trimmed.

The largest buyer was Davenport & Co, adding an estimated $4.14M. The largest seller was Lauer Wealth, cutting an estimated $2.5M.

  • 144 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $437M of WisdomTree US MidCap Fund stock for Q2 2025, up 5.2% quarter-over-quarter.
  • 17 funds opened new WisdomTree US MidCap Fund positions in Q2 2025 and 12 closed out, a net change of +5 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q2 2025 was Davenport & Co, an estimated $4.14M added.
  • The largest WisdomTree US MidCap Fund seller in Q2 2025 was Lauer Wealth, an estimated $2.5M sold.

Based on aggregated 13F filings for Q2 2025.