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WisdomTree US MidCap Fund
EZM

148 hedge funds and large institutions have $462M invested in WisdomTree US MidCap Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

1% more funds holding

Funds holding: 146 → 148 (+2)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

0.03% less ownership

Funds ownership: 56.98% → 56.95% (-0.03%)

3% less capital invested

Capital invested by funds: $476M → $462M (-$14.1M)

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
48
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.75M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.85M
3
DC
Davenport & Co
Virginia
+$1.57M
4
IA
IFP Advisors
Florida
+$1.33M
5
Morgan Stanley
Morgan Stanley
New York
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.92M
2
GPWA
Great Point Wealth Advisors
Massachusetts
-$2.11M
3
LPL Financial
LPL Financial
California
-$1.23M
4
Truist Financial
Truist Financial
North Carolina
-$979K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$707K
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
51
Asset Dedication LLC
California
$836K – – –
HFA
52
HC Financial Advisors
California
$831K +$2.6K +48 +0.3%
VC
53
Vicus Capital
Pennsylvania
$774K +$27.2K +502 +4%
IFWM
54
Institute for Wealth Management
Colorado
$748K +$109 +2 +0%
Stifel Financial
55
Stifel Financial
Missouri
$677K -$73.3K -1,351 -10%
Creative Planning
56
Creative Planning
Kansas
$677K +$31.8K +586 +5%
APW
57
Aurora Private Wealth
New Jersey
$641K +$1.68K +31 +0.3%
SWP
58
Stratos Wealth Partners
Ohio
$636K -$122K -2,241 -16%
PPW
59
Pinnacle Private Wealth
Massachusetts
$631K -$22K -406 -3%
PSF
60
Pacific Sun Financial
California
$622K – – –
AWS
61
Atria Wealth Solutions
New York
$599K +$595K +10,959 New
RF
62
Resolute Financial
Massachusetts
$557K +$1.19K +22 +0.2%
KAS
63
Kestra Advisory Services
Texas
$553K -$33.4K -616 -6%
LFWA
64
LBJ Family Wealth Advisors
Texas
$551K -$10.6K -196 -2%
SAM
65
S.A. Mason
Michigan
$551K – – –
T
66
TNF
Montana
$538K +$1.25K +23 +0.2%
MAM
67
Meeder Asset Management
Ohio
$520K -$17K -314 -3%
MML Investors Services
68
MML Investors Services
Massachusetts
$503K -$18.7K -344 -4%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$476K +$6.29K +116 +1%
CWM
70
Centric Wealth Management
Illinois
$475K +$1.03K +19 +0.2%
BPA
71
Beacon Pointe Advisors
California
$466K +$463K +8,525 New
SIG
72
Sargent Investment Group
Maryland
$465K – – –
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$458K – – –
WANY
74
Wealthspire Advisors (New York)
New York
$426K +$21.2K +391 +5%
VCM
75
Vigilant Capital Management
Maine
$389K – – –
1 2
3
4 5

EZM Hedge Fund Activity: Q1 2022 in Review

148 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2022, worth a combined $462M — down 3% from $476M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EZM positions and 10 closed out — a net gain of 5 holders — while 48 added to existing stakes and 45 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.75M. The largest seller was Susquehanna International Group, cutting an estimated $2.92M.

  • 148 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2022, up from 146 in Q4 2021.
  • Funds reported $462M of WisdomTree US MidCap Fund stock for Q1 2022, down 3% quarter-over-quarter.
  • 15 funds opened new WisdomTree US MidCap Fund positions in Q1 2022 and 10 closed out, a net change of +5 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $3.75M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2022 was Susquehanna International Group, an estimated $2.92M sold.

Based on aggregated 13F filings for Q1 2022.