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WisdomTree US MidCap Fund
EZM

121 hedge funds and large institutions have $371M invested in WisdomTree US MidCap Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

2.78% more ownership

Funds ownership: 53.83% → 56.6% (+2.8%)

1% more capital invested

Capital invested by funds: $367M → $371M (+$3.38M)

11% less funds holding

Funds holding: 136 → 121 (-15)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

67% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 18

Holders
121
Holders Change
-15
Holders Change %
-11.03%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
42
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$18.5M
2
Bank of America
Bank of America
North Carolina
+$11.3M
3
MML Investors Services
MML Investors Services
Massachusetts
+$5.46M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.34M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.94M
2
Truist Financial
Truist Financial
North Carolina
-$1.98M
3
Wells Fargo
Wells Fargo
California
-$1.76M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.74M
5
LPL Financial
LPL Financial
California
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$227K +$251K +5,156 New
CWM
77
Cornerstone Wealth Management
Missouri
$225K +$146 +3 +0.1%
AAS
78
Avantax Advisory Services
Texas
$224K +$974 +20 +0.4%
Stifel Financial
79
Stifel Financial
Missouri
$214K -$8.52K -175 -3%
WT
80
Whittier Trust
California
$206K +$38K +780 +20%
BRWA
81
B. Riley Wealth Advisors
Florida
$205K -$243 -5 -0.1%
EWA
82
Exencial Wealth Advisors
Oklahoma
$201K – – –
JP Morgan Chase
83
JP Morgan Chase
New York
$166K – – –
SPIA
84
Steward Partners Investment Advisory
New York
$155K – – –
MA
85
Montag & Associates
Georgia
$137K +$682 +14 +0.5%
AA
86
Ancora Advisors
Ohio
$91K – – –
EIP
87
Ellis Investment Partners
Pennsylvania
$89K +$389 +8 +0.4%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$67K – – –
Franklin Resources
89
Franklin Resources
California
$66K – – –
US Bancorp
90
US Bancorp
Minnesota
$62K – – –
HWM
91
Horizons Wealth Management
North Carolina
$61K – – –
AF
92
Advisornet Financial
Minnesota
$58K -$5.21K -107 -8%
CAL
93
Capital Advisors Ltd
Ohio
$54K – – –
APA
94
American Portfolios Advisors
New York
$49.7K – – –
William Blair & Company
95
William Blair & Company
Illinois
$34K – – –
SWM
96
Sugarloaf Wealth Management
Georgia
$33K -$3.75K -77 -9%
TFS
97
TrustCore Financial Services
Tennessee
$32K – – –
RIA
98
Realta Investment Advisors
Delaware
$31K +$34.1K +700 New
Citigroup
99
Citigroup
New York
$28K -$286K -5,870 -90%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$28K -$112K -2,307 -78%
2 3
4
5 6

EZM Hedge Fund Activity: Q3 2022 in Review

121 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2022, worth a combined $371M — up 0.92% from $367M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of EZM and 6 opened new positions — a net loss of 12 holders — while 37 trimmed existing stakes and 42 added.

The largest buyer was Stratos Wealth Partners, adding an estimated $18.5M. The largest seller was Morgan Stanley, cutting an estimated $5.94M.

  • 121 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2022, down from 136 in Q2 2022.
  • Funds reported $371M of WisdomTree US MidCap Fund stock for Q3 2022, up 0.92% quarter-over-quarter.
  • 6 funds opened new WisdomTree US MidCap Fund positions in Q3 2022 and 18 closed out, a net change of -12 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2022 was Stratos Wealth Partners, an estimated $18.5M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2022 was Morgan Stanley, an estimated $5.94M sold.

Based on aggregated 13F filings for Q3 2022.