We are live on ! Find out more
EZM icon

WisdomTree US MidCap Fund
EZM

148 hedge funds and large institutions have $462M invested in WisdomTree US MidCap Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

1% more funds holding

Funds holding: 146 → 148 (+2)

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

0.03% less ownership

Funds ownership: 56.98% → 56.95% (-0.03%)

3% less capital invested

Capital invested by funds: $476M → $462M (-$14.1M)

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
48
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.75M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.85M
3
DC
Davenport & Co
Virginia
+$1.57M
4
IA
IFP Advisors
Florida
+$1.33M
5
Morgan Stanley
Morgan Stanley
New York
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.92M
2
GPWA
Great Point Wealth Advisors
Massachusetts
-$2.11M
3
LPL Financial
LPL Financial
California
-$1.23M
4
Truist Financial
Truist Financial
North Carolina
-$979K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$707K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
76
McKinley Carter Wealth Services
West Virginia
$385K -$54 -1 -0%
MFW
77
Meristem Family Wealth
Minnesota
$381K – – –
FI
78
Financial Insights
Washington
$379K – – –
UL
79
Unionview LLC
Washington
$333K – – –
Citigroup
80
Citigroup
New York
$332K -$80.2K -1,478 -20%
TSWM
81
Tyler-Stone Wealth Management
Ohio
$332K +$280K +5,154 +563%
CFO
82
CVA Family Office
Colorado
$321K +$160K +2,945 +101%
CWM
83
Cornerstone Wealth Management
Missouri
$282K -$8.63K -159 -3%
AAS
84
Avantax Advisory Services
Texas
$277K +$15.3K +282 +6%
VWA
85
V Wealth Advisors
Kansas
$270K +$3.47K +64 +1%
BRWA
86
B. Riley Wealth Advisors
Florida
$257K -$12.1K -223 -5%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$252K -$28.4K -524 -10%
EWA
88
Exencial Wealth Advisors
Oklahoma
$250K – – –
CAN
89
Cetera Advisor Networks
California
$244K -$814 -15 -0.3%
NGA
90
Naples Global Advisors
Florida
$243K -$113K -2,081 -32%
SWM
91
SeaCrest Wealth Management
New York
$242K -$10.9K -200 -4%
KWM
92
Kingsview Wealth Management
Oregon
$241K -$2.28K -42 -0.9%
JWCA
93
J.W. Cole Advisors
Florida
$241K – – –
SOS
94
Silver Oak Securities
Tennessee
$240K +$244K +4,501 New
HIS
95
Harvest Investment Services
Illinois
$237K +$54 +1 +0%
TRCT
96
Tower Research Capital (TRC)
New York
$233K -$54K -995 -19%
HWM
97
Howard Wealth Management
Connecticut
$233K – – –
SPIA
98
Steward Partners Investment Advisory
New York
$232K – – –
AWA
99
Arete Wealth Advisors
Illinois
$223K -$4.12K -76 -2%
SF
100
SBK Financial
Virginia
$218K – – –
2 3
4
5 6

EZM Hedge Fund Activity: Q1 2022 in Review

148 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2022, worth a combined $462M — down 3% from $476M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EZM positions and 10 closed out — a net gain of 5 holders — while 48 added to existing stakes and 45 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.75M. The largest seller was Susquehanna International Group, cutting an estimated $2.92M.

  • 148 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2022, up from 146 in Q4 2021.
  • Funds reported $462M of WisdomTree US MidCap Fund stock for Q1 2022, down 3% quarter-over-quarter.
  • 15 funds opened new WisdomTree US MidCap Fund positions in Q1 2022 and 10 closed out, a net change of +5 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $3.75M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2022 was Susquehanna International Group, an estimated $2.92M sold.

Based on aggregated 13F filings for Q1 2022.