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WisdomTree US MidCap Fund
EZM

132 hedge funds and large institutions have $396M invested in WisdomTree US MidCap Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 26

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

2% more funds holding

Funds holding: 129 → 132 (+3)

2.13% more ownership

Funds ownership: 51.51% → 53.64% (+2.1%)

4% more capital invested

Capital invested by funds: $382M → $396M (+$14.3M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
132
Holders Change
+3
Holders Change %
+2.33%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
56
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$19.6M
2
CA
Cetera Advisors
Colorado
+$5.17M
3
GPWA
Great Point Wealth Advisors
Massachusetts
+$3.28M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.9M
5
PAG
Private Advisor Group
New Jersey
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$8.42M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.82M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.65M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31M
5
IWM
IHT Wealth Management
Illinois
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$735K +$158K +2,999 +27%
VC
52
Vicus Capital
Pennsylvania
$733K -$15K -285 -2%
MIAS
53
Mason Investment Advisory Services
Virginia
$721K +$3.89K +74 +0.5%
IFWM
54
Institute for Wealth Management
Colorado
$712K +$263 +5 +0%
Stifel Financial
55
Stifel Financial
Missouri
$706K +$57.6K +1,095 +9%
HIS
56
Harvest Investment Services
Illinois
$700K +$4.32K +82 +0.6%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$692K -$1.31M -24,815 -65%
Creative Planning
58
Creative Planning
Kansas
$622K +$343K +6,509 +119%
NFG
59
Next Financial Group
Texas
$605K +$39.4K +749 +7%
PSF
60
Pacific Sun Financial
California
$605K +$612K +11,630 New
APW
61
Aurora Private Wealth
New Jersey
$602K +$609K +11,566 New
T
62
TNF
Montana
$583K +$560K +10,650 New
LFWA
63
LBJ Family Wealth Advisors
Texas
$549K – – –
NC
64
NewSquare Capital
Pennsylvania
$546K +$46.8K +890 +9%
SAM
65
S.A. Mason
Michigan
$524K – – –
MML Investors Services
66
MML Investors Services
Massachusetts
$520K +$3.53K +67 +0.7%
MAM
67
Meeder Asset Management
Ohio
$517K – – –
Bank of New York Mellon
68
Bank of New York Mellon
New York
$476K -$3.65M -69,369 -88%
MCWS
69
McKinley Carter Wealth Services
West Virginia
$460K -$5.63K -107 -1%
Betterment LLC
70
Betterment LLC
New York
$451K +$457K +8,679 New
CWM
71
Centric Wealth Management
Illinois
$450K -$58K -1,103 -11%
NWS
72
Newport Wealth Strategies
California
$449K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$448K +$14.1K +267 +3%
SIG
74
Sargent Investment Group
Maryland
$442K – – –
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$436K – – –
1 2
3
4 5

EZM Hedge Fund Activity: Q3 2021 in Review

132 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2021, worth a combined $396M — up 3.7% from $382M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EZM positions and 6 closed out — a net gain of 5 holders — while 56 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $19.6M. The largest seller was Truist Financial, cutting an estimated $8.42M.

  • 132 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2021, up from 129 in Q2 2021.
  • Funds reported $396M of WisdomTree US MidCap Fund stock for Q3 2021, up 3.7% quarter-over-quarter.
  • 11 funds opened new WisdomTree US MidCap Fund positions in Q3 2021 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2021 was Bank of America, an estimated $19.6M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2021 was Truist Financial, an estimated $8.42M sold.

Based on aggregated 13F filings for Q3 2021.