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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

139 hedge funds and large institutions have $415M invested in WisdomTree US MidCap Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
41
Reduced
45
Closed
11
Calls
–
Puts
$27K
Net Calls
-$27K
Net Calls Change
-$27K

Top Buyers

1
PWM
Provident Wealth Management
Tennessee
+$5.45M
2
DC
Davenport & Co
Virginia
+$2.78M
3
SA
Sylvest Advisors
Texas
+$2.11M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.77M
5
Bank of America
Bank of America
North Carolina
+$1.42M

Top Sellers

1
LPL Financial
LPL Financial
California
-$36.1M
2
UBS Group
UBS Group
Switzerland
-$10.7M
3
WIA
World Investment Advisors
California
-$4.23M
4
FWTB
First Western Trust Bank
Colorado
-$3.87M
5
Morgan Stanley
Morgan Stanley
New York
-$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Western Wealth Management
Colorado
$973K -$5.72K -96 -0.6%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$967K +$5.01K +84 +0.5%
WA
53
Waverly Advisors
Alabama
$885K -$29K -487 -3%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$874K – – –
IFWM
55
Institute for Wealth Management
Colorado
$762K – – –
EF
56
Envision Financial
Wisconsin
$738K -$75.3K -1,263 -9%
SM
57
Sensible Money
Arizona
$718K – – –
SC
58
Savant Capital
Illinois
$715K -$26.8K -450 -4%
ADL
59
Asset Dedication LLC
California
$713K – – –
OPW
60
Oxler Private Wealth
New York
$673K +$1.97K +33 +0.3%
PSF
61
Pacific Sun Financial
California
$653K -$14.6K -245 -2%
APW
62
Aurora Private Wealth
New Jersey
$649K +$2.03K +34 +0.3%
LFWA
63
LBJ Family Wealth Advisors
Texas
$641K +$1.49K +25 +0.2%
Citadel Advisors
64
Citadel Advisors
Florida
$607K +$607K +10,186 New
PSCM
65
Per Stirling Capital Management
Texas
$594K +$119 +2 +0%
CPA
66
Cathy Pareto & Associates
Florida
$583K -$62.3K -1,046 -10%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$582K +$15.6K +261 +3%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$565K +$32.5K +545 +6%
Jane Street
69
Jane Street
New York
$515K +$272K +4,572 +113%
Creative Planning
70
Creative Planning
Kansas
$514K -$123K -2,062 -19%
TFG
71
Team Financial Group
California
$501K -$268K -4,499 -35%
BAM
72
Belpointe Asset Management
Nevada
$492K +$492K +8,258 New
SIG
73
Sargent Investment Group
Maryland
$465K – – –
Stifel Financial
74
Stifel Financial
Missouri
$461K -$5.07K -85 -1%
PA
75
PSI Advisors
Florida
$457K -$23.2K -390 -5%
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