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WisdomTree US MidCap Fund
EZM

147 hedge funds and large institutions have $492M invested in WisdomTree US MidCap Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $445M → $492M (+$46.9M)

3.37% more ownership

Funds ownership: 55.13% → 58.5% (+3.4%)

2% more funds holding

Funds holding: 144 → 147 (+3)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
41
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$43.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.92M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.15M
4
DC
Davenport & Co
Virginia
+$2.13M
5
Morgan Stanley
Morgan Stanley
New York
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$7.24M
2
UBS Group
UBS Group
Switzerland
-$5.89M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.21M
4
Truist Financial
Truist Financial
North Carolina
-$1.9M
5
Jane Street
Jane Street
New York
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
51
Western Wealth Management
Colorado
$1.03M -$13.1K -204 -1%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$1.01M -$104K -1,623 -9%
WA
53
Waverly Advisors
Alabama
$959K -$11.7K -183 -1%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$916K -$86.5K -1,350 -8%
EF
55
Envision Financial
Wisconsin
$853K +$874K +13,645 New
WANY
56
Wealthspire Advisors (New York)
New York
$825K +$404K +6,310 +92%
TFG
57
Team Financial Group
California
$806K -$343K -5,354 -29%
IFWM
58
Institute for Wealth Management
Colorado
$800K – – –
SC
59
Savant Capital
Illinois
$778K +$28.8K +450 +4%
SM
60
Sensible Money
Arizona
$753K – – –
AAS
61
Avantax Advisory Services
Texas
$750K +$165K +2,573 +27%
ADL
62
Asset Dedication LLC
California
$748K – – –
OPW
63
Oxler Private Wealth
New York
$704K -$123K -1,920 -15%
PSF
64
Pacific Sun Financial
California
$700K – – –
APW
65
Aurora Private Wealth
New Jersey
$679K +$2.31K +36 +0.3%
CPA
66
Cathy Pareto & Associates
Florida
$677K +$694K +10,827 New
LFWA
67
LBJ Family Wealth Advisors
Texas
$671K +$1.73K +27 +0.3%
Creative Planning
68
Creative Planning
Kansas
$668K -$39.1K -611 -5%
PSCM
69
Per Stirling Capital Management
Texas
$623K +$128 +2 +0%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$594K -$56.3K -879 -8%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$558K +$34.9K +545 +7%
PA
72
PSI Advisors
Florida
$504K -$14.6K -228 -3%
NA
73
NewEdge Advisors
Louisiana
$497K -$14.7K -230 -3%
Stifel Financial
74
Stifel Financial
Missouri
$489K +$13.8K +215 +3%
SIG
75
Sargent Investment Group
Maryland
$485K +$135K +2,100 +37%
1 2
3
4 5

EZM Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2024, worth a combined $492M — up 11% from $445M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EZM positions and 11 closed out — a net gain of 7 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $43.4M. The largest seller was Bank of America, cutting an estimated $7.24M.

  • 147 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $492M of WisdomTree US MidCap Fund stock for Q4 2024, up 11% quarter-over-quarter.
  • 18 funds opened new WisdomTree US MidCap Fund positions in Q4 2024 and 11 closed out, a net change of +7 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2024 was LPL Financial, an estimated $43.4M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2024 was Bank of America, an estimated $7.24M sold.

Based on aggregated 13F filings for Q4 2024.