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WisdomTree US MidCap Fund
EZM

132 hedge funds and large institutions have $396M invested in WisdomTree US MidCap Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 26

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

2% more funds holding

Funds holding: 129 → 132 (+3)

2.13% more ownership

Funds ownership: 51.51% → 53.64% (+2.1%)

4% more capital invested

Capital invested by funds: $382M → $396M (+$14.3M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
132
Holders Change
+3
Holders Change %
+2.33%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
56
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$19.6M
2
CA
Cetera Advisors
Colorado
+$5.17M
3
GPWA
Great Point Wealth Advisors
Massachusetts
+$3.28M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.9M
5
PAG
Private Advisor Group
New Jersey
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$8.42M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.82M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.65M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31M
5
IWM
IHT Wealth Management
Illinois
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$393K -$258K -4,899 -39%
WANY
77
Wealthspire Advisors (New York)
New York
$385K +$389K +7,398 New
VCM
78
Vigilant Capital Management
Maine
$370K – – –
MFW
79
Meristem Family Wealth
Minnesota
$363K – – –
FI
80
Financial Insights
Washington
$361K – – –
CWM
81
Cornerstone Wealth Management
Missouri
$293K -$15.6K -296 -5%
CAN
82
Cetera Advisor Networks
California
$243K +$210 +4 +0.1%
SWM
83
SeaCrest Wealth Management
New York
$240K – – –
AAS
84
Avantax Advisory Services
Texas
$239K +$789 +15 +0.3%
BRWA
85
B. Riley Wealth Advisors
Florida
$237K +$9.63K +183 +4%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$227K -$24.5K -466 -10%
HWM
87
Howard Wealth Management
Connecticut
$223K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$220K +$63.1K +1,200 +40%
AWA
89
Arete Wealth Advisors
Illinois
$219K -$19.6K -372 -8%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$211K +$11.8K +225 +6%
PTC
91
Private Trust Company
Ohio
$204K – – –
BMD
92
Better Money Decisions
New Mexico
$164K +$895 +17 +0.5%
MA
93
Montag & Associates
Georgia
$160K +$895 +17 +0.6%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$160K +$3.58K +68 +2%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$159K +$161K +3,051 New
CTC
96
Central Trust Company
Missouri
$145K +$146K +2,775 +12,614%
CF
97
Centaurus Financial
California
$131K +$737 +14 +0.6%
AA
98
Ancora Advisors
Ohio
$107K -$13.2K -250 -11%
AF
99
Advisornet Financial
Minnesota
$104K – – –
EIP
100
Ellis Investment Partners
Pennsylvania
$104K +$526 +10 +0.5%
2 3
4
5 6

EZM Hedge Fund Activity: Q3 2021 in Review

132 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2021, worth a combined $396M — up 3.7% from $382M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EZM positions and 6 closed out — a net gain of 5 holders — while 56 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $19.6M. The largest seller was Truist Financial, cutting an estimated $8.42M.

  • 132 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2021, up from 129 in Q2 2021.
  • Funds reported $396M of WisdomTree US MidCap Fund stock for Q3 2021, up 3.7% quarter-over-quarter.
  • 11 funds opened new WisdomTree US MidCap Fund positions in Q3 2021 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2021 was Bank of America, an estimated $19.6M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2021 was Truist Financial, an estimated $8.42M sold.

Based on aggregated 13F filings for Q3 2021.