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WisdomTree US MidCap Fund
EZM

147 hedge funds and large institutions have $497M invested in WisdomTree US MidCap Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

21% more capital invested

Capital invested by funds: $409M → $497M (+$87.6M)

7% more funds holding

Funds holding: 137 → 147 (+10)

4.78% more ownership

Funds ownership: 56.83% → 61.61% (+4.8%)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
147
Holders Change
+10
Holders Change %
+7.3%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
41
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$24.7M
2
FIM
Freedom Investment Management
Connecticut
+$18.7M
3
LPL Financial
LPL Financial
California
+$14.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.81M
5
UBS Group
UBS Group
Switzerland
+$6.18M

Top Sellers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
-$11.6M
2
SF
Synovus Financial
Georgia
-$2.89M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.63M
4
Bank of America
Bank of America
North Carolina
-$2M
5
Truist Financial
Truist Financial
North Carolina
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
51
Apella Capital
Connecticut
$1.17M +$1.08M +20,925 New
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$1.1M -$86.6K -1,676 -8%
FTUS
53
Flow Traders U.S.
New York
$956K +$595K +11,506 +223%
WWM
54
Western Wealth Management
Colorado
$944K +$850K +16,447 New
SFG
55
StrategIQ Financial Group
Indiana
$942K -$84.4K -1,632 -9%
SM
56
Sensible Money
Arizona
$888K – – –
ADL
57
Asset Dedication LLC
California
$878K – – –
OPW
58
Oxler Private Wealth
New York
$840K -$22.2K -430 -3%
IFWM
59
Institute for Wealth Management
Colorado
$787K +$207 +4 +0%
APW
60
Aurora Private Wealth
New Jersey
$691K +$2.38K +46 +0.4%
SC
61
Savant Capital
Illinois
$689K – – –
HWP
62
Hibernia Wealth Partners
Louisiana
$657K -$174K -3,359 -23%
PSF
63
Pacific Sun Financial
California
$650K +$7.75K +150 +1%
LFWA
64
LBJ Family Wealth Advisors
Texas
$610K +$1.6K +31 +0.3%
PSCM
65
Per Stirling Capital Management
Texas
$606K +$103 +2 +0%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$568K +$258 +5 +0.1%
CFO
67
CVA Family Office
Colorado
$547K – – –
BPA
68
Beacon Pointe Advisors
California
$495K – – –
PA
69
PSI Advisors
Florida
$490K – – –
SAM
70
S.A. Mason
Michigan
$464K – – –
VC
71
Vicus Capital
Pennsylvania
$434K -$107K -2,063 -21%
WANY
72
Wealthspire Advisors (New York)
New York
$413K – – –
Stifel Financial
73
Stifel Financial
Missouri
$412K +$81.5K +1,576 +28%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$403K – – –
CAM
75
Cresset Asset Management
Illinois
$400K – – –
1 2
3
4 5

EZM Hedge Fund Activity: Q4 2023 in Review

147 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2023, worth a combined $497M — up 21% from $409M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EZM positions and 9 closed out — a net gain of 11 holders — while 41 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.7M. The largest seller was Win Advisors, exiting entirely with an estimated $11.6M sold.

  • 147 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2023, up from 137 in Q3 2023.
  • Funds reported $497M of WisdomTree US MidCap Fund stock for Q4 2023, up 21% quarter-over-quarter.
  • 20 funds opened new WisdomTree US MidCap Fund positions in Q4 2023 and 9 closed out, a net change of +11 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2023 was Morgan Stanley, an estimated $24.7M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2023 was Win Advisors, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2023.