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WisdomTree US MidCap Fund
EZM

136 hedge funds and large institutions have $367M invested in WisdomTree US MidCap Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

3.12% less ownership

Funds ownership: 56.95% → 53.83% (-3.1%)

8% less funds holding

Funds holding: 148 → 136 (-12)

20% less capital invested

Capital invested by funds: $462M → $367M (-$94.4M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

Holders
136
Holders Change
-12
Holders Change %
-8.11%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
43
Reduced
43
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.07M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.96M
3
MG
Mather Group
Illinois
+$2.52M
4
Bank of America
Bank of America
North Carolina
+$2.22M
5
Wells Fargo
Wells Fargo
California
+$1.62M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$26.2M
2
Morgan Stanley
Morgan Stanley
New York
-$3.61M
3
GPWA
Great Point Wealth Advisors
Massachusetts
-$3.61M
4
Truist Financial
Truist Financial
North Carolina
-$2.28M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
51
Institute for Wealth Management
Colorado
$629K +$203 +4 +0%
APW
52
Aurora Private Wealth
New Jersey
$541K +$2.43K +48 +0.4%
PSF
53
Pacific Sun Financial
California
$523K – – –
AWA
54
Arkadios Wealth Advisors
Georgia
$512K -$250K -4,935 -31%
LFWA
55
LBJ Family Wealth Advisors
Texas
$479K +$2.03K +40 +0.4%
SAM
56
S.A. Mason
Michigan
$463K – – –
KAS
57
Kestra Advisory Services
Texas
$462K -$3.45K -68 -0.7%
PPW
58
Pinnacle Private Wealth
Massachusetts
$445K -$95K -1,875 -16%
FTUS
59
Flow Traders U.S.
New York
$442K +$488K +9,619 New
MML Investors Services
60
MML Investors Services
Massachusetts
$439K +$17.3K +342 +4%
OFS
61
OneAscent Financial Services
Alabama
$398K +$439K +8,665 New
MAM
62
Meeder Asset Management
Ohio
$397K -$43.7K -862 -9%
CWM
63
Centric Wealth Management
Illinois
$397K -$2.43K -48 -0.6%
BPA
64
Beacon Pointe Advisors
California
$392K – – –
SIG
65
Sargent Investment Group
Maryland
$391K – – –
LWANC
66
Laurel Wealth Advisors (North Carolina)
North Carolina
$381K -$5.07K -100 -1%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$378K -$25.2K -497 -6%
WANY
68
Wealthspire Advisors (New York)
New York
$358K – – –
T
69
TNF
Montana
$356K -$148K -2,912 -28%
VCM
70
Vigilant Capital Management
Maine
$327K – – –
CAM
71
Cresset Asset Management
Illinois
$321K +$354K +6,975 New
FI
72
Financial Insights
Washington
$319K – – –
GWSG
73
GPS Wealth Strategies Group
Colorado
$311K -$625K -12,324 -65%
Citigroup
74
Citigroup
New York
$299K +$21.5K +425 +7%
TSWM
75
Tyler-Stone Wealth Management
Ohio
$296K +$18.2K +360 +6%
1 2
3
4 5

EZM Hedge Fund Activity: Q2 2022 in Review

136 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2022, worth a combined $367M — down 20% from $462M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of EZM and 12 opened new positions — a net loss of 10 holders — while 43 trimmed existing stakes and 43 added.

The largest buyer was Royal Bank of Canada, adding an estimated $8.07M. The largest seller was LPL Financial, cutting an estimated $26.2M.

  • 136 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2022, down from 148 in Q1 2022.
  • Funds reported $367M of WisdomTree US MidCap Fund stock for Q2 2022, down 20% quarter-over-quarter.
  • 12 funds opened new WisdomTree US MidCap Fund positions in Q2 2022 and 22 closed out, a net change of -10 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q2 2022 was Royal Bank of Canada, an estimated $8.07M added.
  • The largest WisdomTree US MidCap Fund seller in Q2 2022 was LPL Financial, an estimated $26.2M sold.

Based on aggregated 13F filings for Q2 2022.