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WisdomTree US MidCap Fund
EZM

121 hedge funds and large institutions have $371M invested in WisdomTree US MidCap Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

2.78% more ownership

Funds ownership: 53.83% → 56.6% (+2.8%)

1% more capital invested

Capital invested by funds: $367M → $371M (+$3.38M)

11% less funds holding

Funds holding: 136 → 121 (-15)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

67% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 18

Holders
121
Holders Change
-15
Holders Change %
-11.03%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
42
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$18.5M
2
Bank of America
Bank of America
North Carolina
+$11.3M
3
MML Investors Services
MML Investors Services
Massachusetts
+$5.46M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.34M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.94M
2
Truist Financial
Truist Financial
North Carolina
-$1.98M
3
Wells Fargo
Wells Fargo
California
-$1.76M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.74M
5
LPL Financial
LPL Financial
California
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
VC
51
Vicus Capital
Pennsylvania
$609K -$24K -492 -3%
IFWM
52
Institute for Wealth Management
Colorado
$602K +$146 +3 +0%
GWSG
53
GPS Wealth Strategies Group
Colorado
$593K +$326K +6,703 +99%
APW
54
Aurora Private Wealth
New Jersey
$520K +$2.48K +51 +0.4%
PSF
55
Pacific Sun Financial
California
$497K -$3.89K -80 -0.7%
LFWA
56
LBJ Family Wealth Advisors
Texas
$460K +$2.19K +45 +0.4%
KAS
57
Kestra Advisory Services
Texas
$458K +$17.3K +356 +4%
SAM
58
S.A. Mason
Michigan
$443K – – –
SIG
59
Sargent Investment Group
Maryland
$396K – – –
CB
60
Commerce Bank
Missouri
$396K +$439K +9,014 New
AT
61
American Trust
Kentucky
$391K +$433K +8,896 New
BPA
62
Beacon Pointe Advisors
California
$375K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$367K +$6.67K +137 +2%
CFO
64
CVA Family Office
Colorado
$354K +$101K +2,080 +35%
WANY
65
Wealthspire Advisors (New York)
New York
$343K – – –
T
66
TNF
Montana
$336K +$1.27K +26 +0.4%
LWANC
67
Laurel Wealth Advisors (North Carolina)
North Carolina
$329K -$38.9K -800 -10%
VCM
68
Vigilant Capital Management
Maine
$313K – – –
CAM
69
Cresset Asset Management
Illinois
$313K +$7.3K +150 +2%
CWM
70
Centric Wealth Management
Illinois
$312K -$75.4K -1,549 -18%
MAM
71
Meeder Asset Management
Ohio
$308K -$80.3K -1,650 -19%
FI
72
Financial Insights
Washington
$305K – – –
Creative Planning
73
Creative Planning
Kansas
$292K +$36.1K +741 +13%
UL
74
Unionview LLC
Washington
$268K – – –
MCWS
75
McKinley Carter Wealth Services
West Virginia
$250K -$12.3K -252 -4%
1 2
3
4 5

EZM Hedge Fund Activity: Q3 2022 in Review

121 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2022, worth a combined $371M — up 0.92% from $367M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of EZM and 6 opened new positions — a net loss of 12 holders — while 37 trimmed existing stakes and 42 added.

The largest buyer was Stratos Wealth Partners, adding an estimated $18.5M. The largest seller was Morgan Stanley, cutting an estimated $5.94M.

  • 121 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2022, down from 136 in Q2 2022.
  • Funds reported $371M of WisdomTree US MidCap Fund stock for Q3 2022, up 0.92% quarter-over-quarter.
  • 6 funds opened new WisdomTree US MidCap Fund positions in Q3 2022 and 18 closed out, a net change of -12 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2022 was Stratos Wealth Partners, an estimated $18.5M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2022 was Morgan Stanley, an estimated $5.94M sold.

Based on aggregated 13F filings for Q3 2022.