We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund
EZM

131 hedge funds and large institutions have $421M invested in WisdomTree US MidCap Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

14% more capital invested

Capital invested by funds: $371M → $421M (+$50.2M)

8% more funds holding

Funds holding: 121 → 131 (+10)

1.19% more ownership

Funds ownership: 56.6% → 57.79% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
44
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
+$9.69M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.38M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.53M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.66M
5
Wells Fargo
Wells Fargo
California
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
PA
PSI Advisors
Florida
-$2.94M
2
PAG
Private Advisor Group
New Jersey
-$2.28M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.96M
5
Bank of America
Bank of America
North Carolina
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
51
Institute for Wealth Management
Colorado
$666K +$244 +5 +0%
VC
52
Vicus Capital
Pennsylvania
$618K -$55.3K -1,135 -8%
IA
53
Insight Advisors
Pennsylvania
$603K +$606K +12,448 New
Stifel Financial
54
Stifel Financial
Missouri
$594K +$359K +7,365 +152%
APW
55
Aurora Private Wealth
New Jersey
$578K +$2.83K +58 +0.5%
PSCM
56
Per Stirling Capital Management
Texas
$568K +$569K +11,674 New
PSF
57
Pacific Sun Financial
California
$549K – – –
LFWA
58
LBJ Family Wealth Advisors
Texas
$511K +$2.53K +52 +0.5%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$483K +$76.8K +1,576 +19%
KAS
60
Kestra Advisory Services
Texas
$465K -$40.9K -840 -8%
CFO
61
CVA Family Office
Colorado
$463K +$72.3K +1,485 +18%
CAN
62
Cetera Advisor Networks
California
$457K +$458K +9,396 New
BPA
63
Beacon Pointe Advisors
California
$419K +$4.97K +102 +1%
PA
64
PSI Advisors
Florida
$415K -$2.94M -60,400 -88%
PAG
65
Private Advisor Group
New Jersey
$396K -$2.28M -46,746 -52%
SAM
66
S.A. Mason
Michigan
$393K -$97.4K -2,000 -20%
RJT
67
Raymond James Trust
Florida
$391K +$392K +8,051 New
WANY
68
Wealthspire Advisors (New York)
New York
$379K – – –
T
69
TNF
Montana
$353K -$44.2K -908 -12%
CWM
70
Centric Wealth Management
Illinois
$346K +$1.46K +30 +0.4%
VCM
71
Vigilant Capital Management
Maine
$346K – – –
FI
72
Financial Insights
Washington
$337K – – –
Creative Planning
73
Creative Planning
Kansas
$323K – – –
LWANC
74
Laurel Wealth Advisors (North Carolina)
North Carolina
$315K -$48.7K -1,000 -13%
SIG
75
Sargent Investment Group
Maryland
$315K -$98.6K -2,025 -24%
1 2
3
4 5

EZM Hedge Fund Activity: Q4 2022 in Review

131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2022, worth a combined $421M — up 14% from $371M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EZM positions and 11 closed out — a net gain of 14 holders — while 44 added to existing stakes and 30 trimmed.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $9.69M. The largest seller was PSI Advisors, cutting an estimated $2.94M.

  • 131 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2022, up from 121 in Q3 2022.
  • Funds reported $421M of WisdomTree US MidCap Fund stock for Q4 2022, up 14% quarter-over-quarter.
  • 25 funds opened new WisdomTree US MidCap Fund positions in Q4 2022 and 11 closed out, a net change of +14 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2022 was Baird Financial Group, an estimated $9.69M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2022 was PSI Advisors, an estimated $2.94M sold.

Based on aggregated 13F filings for Q4 2022.