WisdomTree US MidCap Fund
EZM
EZM
166 hedge funds and large institutions have $690M invested in WisdomTree US MidCap Fund in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.4% more ownership
Funds ownership: 58.73% → 61.13% (+2.4%)
14% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 50
Holders
166
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$3.67M | |
| 2 | +$3.57M | |
| 3 | +$3.46M | |
| 4 |
WWM
Westwood Wealth Management
Los Angeles,
California
|
+$2.86M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$1.37M |
Top Sellers
| 1 | -$47.6M | |
| 2 | -$1.75M | |
| 3 | -$1.27M | |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.2M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$1.03M |
