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WisdomTree US MidCap Fund
EZM

137 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 133 → 137 (+4)

0% more capital invested

Capital invested by funds: $404M → $404M (+$530K)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

1.08% less ownership

Funds ownership: 55.97% → 54.89% (-1.1%)

Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
39
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$4.16M
2
UBS Group
UBS Group
Switzerland
+$2.19M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.93M
4
CWA
CM Wealth Advisors
Ohio
+$1.73M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$11.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.33M
3
Morgan Stanley
Morgan Stanley
New York
-$3.49M
4
CTC
Central Trust Company
Missouri
-$3.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
51
Oxler Private Wealth
New York
$825K -$1.13M -22,712 -59%
SM
52
Sensible Money
Arizona
$819K – – –
ADL
53
Asset Dedication LLC
California
$810K – – –
GWSG
54
GPS Wealth Strategies Group
Colorado
$798K +$41.5K +837 +6%
IFWM
55
Institute for Wealth Management
Colorado
$725K +$149 +3 +0%
Stifel Financial
56
Stifel Financial
Missouri
$638K +$28.3K +570 +5%
SC
57
Savant Capital
Illinois
$635K – – –
APW
58
Aurora Private Wealth
New Jersey
$633K +$2.13K +43 +0.4%
VC
59
Vicus Capital
Pennsylvania
$596K -$53.6K -1,081 -9%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$576K +$1.24K +25 +0.2%
PSF
61
Pacific Sun Financial
California
$563K +$562K +11,320 New
LFWA
62
LBJ Family Wealth Advisors
Texas
$560K +$1.44K +29 +0.3%
PSCM
63
Per Stirling Capital Management
Texas
$559K -$4.86K -98 -0.9%
CAN
64
Cetera Advisor Networks
California
$536K +$24K +483 +5%
CFO
65
CVA Family Office
Colorado
$504K – – –
PA
66
PSI Advisors
Florida
$471K -$22.5K -454 -5%
BPA
67
Beacon Pointe Advisors
California
$457K – – –
Citadel Advisors
68
Citadel Advisors
Florida
$432K -$2.2M -44,285 -84%
SAM
69
S.A. Mason
Michigan
$402K – – –
WANY
70
Wealthspire Advisors (New York)
New York
$401K -$5.61K -113 -1%
CWM
71
Centric Wealth Management
Illinois
$379K -$496 -10 -0.1%
VCM
72
Vigilant Capital Management
Maine
$377K – – –
CAM
73
Cresset Asset Management
Illinois
$369K – – –
SWP
74
Stratos Wealth Partners
Ohio
$368K +$345K +6,948 New
FI
75
Financial Insights
Washington
$367K – – –
1 2
3
4 5

EZM Hedge Fund Activity: Q2 2023 in Review

137 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2023, worth a combined $404M — up 0.13% from $404M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EZM positions and 9 closed out — a net gain of 4 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $4.16M. The largest seller was Bank of America, cutting an estimated $11.2M.

  • 137 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2023, up from 133 in Q1 2023.
  • Funds reported $404M of WisdomTree US MidCap Fund stock for Q2 2023, up 0.13% quarter-over-quarter.
  • 13 funds opened new WisdomTree US MidCap Fund positions in Q2 2023 and 9 closed out, a net change of +4 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q2 2023 was Private Advisor Group, an estimated $4.16M added.
  • The largest WisdomTree US MidCap Fund seller in Q2 2023 was Bank of America, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2023.