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WisdomTree US MidCap Fund
EZM

137 hedge funds and large institutions have $409M invested in WisdomTree US MidCap Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1.93% more ownership

Funds ownership: 54.89% → 56.83% (+1.9%)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

1% more capital invested

Capital invested by funds: $404M → $409M (+$4.9M)

0% more funds holding

Funds holding: 137 → 137 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
137
Holders Change
–
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
38
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$14M
2
WA
Win Advisors
Florida
+$12.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.1M
4
SF
Synovus Financial
Georgia
+$3.35M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.75M
2
Truist Financial
Truist Financial
North Carolina
-$3.43M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.98M
4
CWA
CM Wealth Advisors
Ohio
-$1.92M
5
3LCM
3D/L Capital Management
Connecticut
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
51
Team Financial Group
California
$904K +$948K +17,810 New
SM
52
Sensible Money
Arizona
$785K – – –
ADL
53
Asset Dedication LLC
California
$776K – – –
OPW
54
Oxler Private Wealth
New York
$764K -$27.7K -520 -3%
HWP
55
Hibernia Wealth Partners
Louisiana
$752K +$789K +14,813 New
Citadel Advisors
56
Citadel Advisors
Florida
$749K +$351K +6,593 +81%
GWSG
57
GPS Wealth Strategies Group
Colorado
$726K -$40.7K -764 -5%
IFWM
58
Institute for Wealth Management
Colorado
$695K +$160 +3 +0%
APW
59
Aurora Private Wealth
New Jersey
$609K +$2.24K +42 +0.4%
SC
60
Savant Capital
Illinois
$609K – – –
CAN
61
Cetera Advisor Networks
California
$599K +$90K +1,690 +17%
PSF
62
Pacific Sun Financial
California
$567K -$7.99K -150 -1%
LFWA
63
LBJ Family Wealth Advisors
Texas
$538K +$1.54K +29 +0.3%
PSCM
64
Per Stirling Capital Management
Texas
$536K +$106 +2 +0%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$502K -$52K -977 -9%
VC
66
Vicus Capital
Pennsylvania
$489K -$86.8K -1,631 -14%
CFO
67
CVA Family Office
Colorado
$483K – – –
BPA
68
Beacon Pointe Advisors
California
$438K – – –
PA
69
PSI Advisors
Florida
$433K -$18.6K -349 -4%
SAM
70
S.A. Mason
Michigan
$410K – – –
WANY
71
Wealthspire Advisors (New York)
New York
$365K -$20.3K -381 -5%
CWM
72
Centric Wealth Management
Illinois
$363K +$1.12K +21 +0.3%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$356K +$373K +7,015 New
CAM
74
Cresset Asset Management
Illinois
$354K – – –
SWP
75
Stratos Wealth Partners
Ohio
$345K -$7.61K -143 -2%
1 2
3
4 5

EZM Hedge Fund Activity: Q3 2023 in Review

137 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2023, worth a combined $409M — up 1.2% from $404M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EZM positions and 11 closed out — a net gain of 2 holders — while 38 added to existing stakes and 37 trimmed.

The largest buyer was UBS Group, adding an estimated $14M. The largest seller was Bank of America, cutting an estimated $4.75M.

  • 137 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $409M of WisdomTree US MidCap Fund stock for Q3 2023, up 1.2% quarter-over-quarter.
  • 13 funds opened new WisdomTree US MidCap Fund positions in Q3 2023 and 11 closed out, a net change of +2 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2023 was UBS Group, an estimated $14M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2023 was Bank of America, an estimated $4.75M sold.

Based on aggregated 13F filings for Q3 2023.