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WisdomTree US MidCap Fund
EZM

145 hedge funds and large institutions have $504M invested in WisdomTree US MidCap Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $437M → $504M (+$66.2M)

1.94% more ownership

Funds ownership: 56.86% → 58.79% (+1.9%)

1% more funds holding

Funds holding: 144 → 145 (+1)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
13
Increased
44
Reduced
50
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$50M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$1.91M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.52M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$992K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$940K

Top Sellers

Rank Fund Capital Flow
1
DC
Davenport & Co
Virginia
-$6.4M
2
UBS Group
UBS Group
Switzerland
-$3.32M
3
PAG
Private Advisor Group
New Jersey
-$2.98M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.59M
5
Truist Financial
Truist Financial
North Carolina
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.15M +$128K +1,985 +13%
RW
52
RVW Wealth
California
$1.07M -$9.56K -148 -0.9%
AWA
53
Amplius Wealth Advisors
Pennsylvania
$1.01M +$555K +8,600 +129%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$966K – – –
WIA
55
World Investment Advisors
California
$959K +$11K +171 +1%
WWM
56
Western Wealth Management
Colorado
$917K +$3.42K +53 +0.4%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$897K +$879K +13,615 New
IFWM
58
Institute for Wealth Management
Colorado
$823K -$19.4K -300 -2%
WA
59
Waverly Advisors
Alabama
$820K -$12.8K -198 -2%
SC
60
Savant Capital
Illinois
$791K – – –
ADL
61
Asset Dedication LLC
California
$788K – – –
SM
62
Sensible Money
Arizona
$782K – – –
PSF
63
Pacific Sun Financial
California
$718K -$3.88K -60 -0.5%
LFWA
64
LBJ Family Wealth Advisors
Texas
$713K +$1.87K +29 +0.3%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$682K +$47.1K +729 +8%
OPW
66
Oxler Private Wealth
New York
$675K -$28.2K -437 -4%
PSCM
67
Per Stirling Capital Management
Texas
$633K -$8.46K -131 -1%
EF
68
Envision Financial
Wisconsin
$596K -$217K -3,359 -27%
Creative Planning
69
Creative Planning
Kansas
$581K +$2.97K +46 +0.5%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$580K +$323 +5 +0.1%
CPA
71
Cathy Pareto & Associates
Florida
$541K +$1.42K +22 +0.3%
PA
72
PSI Advisors
Florida
$506K – – –
CFO
73
CVA Family Office
Colorado
$482K +$2.58K +40 +0.6%
CAM
74
Cresset Asset Management
Illinois
$460K – – –
TFG
75
Team Financial Group
California
$457K -$4.84K -75 -1%
1 2
3
4 5

EZM Hedge Fund Activity: Q3 2025 in Review

145 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2025, worth a combined $504M — up 15% from $437M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EZM positions and 9 closed out — a net gain of 4 holders — while 44 added to existing stakes and 50 trimmed.

The largest buyer was LPL Financial, adding an estimated $50M. The largest seller was Davenport & Co, cutting an estimated $6.4M.

  • 145 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2025, up from 144 in Q2 2025.
  • Funds reported $504M of WisdomTree US MidCap Fund stock for Q3 2025, up 15% quarter-over-quarter.
  • 13 funds opened new WisdomTree US MidCap Fund positions in Q3 2025 and 9 closed out, a net change of +4 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2025 was LPL Financial, an estimated $50M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2025 was Davenport & Co, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2025.