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WisdomTree US MidCap Fund
EZM

131 hedge funds and large institutions have $421M invested in WisdomTree US MidCap Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

14% more capital invested

Capital invested by funds: $371M → $421M (+$50.2M)

8% more funds holding

Funds holding: 121 → 131 (+10)

1.19% more ownership

Funds ownership: 56.6% → 57.79% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
44
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
+$9.69M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.38M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.53M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.66M
5
Wells Fargo
Wells Fargo
California
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
PA
PSI Advisors
Florida
-$2.94M
2
PAG
Private Advisor Group
New Jersey
-$2.28M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.96M
5
Bank of America
Bank of America
North Carolina
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$306K +$122K +2,511 +67%
UL
77
Unionview LLC
Washington
$298K +$1.46K +30 +0.5%
BRWA
78
B. Riley Wealth Advisors
Florida
$262K +$35.6K +730 +16%
KWM
79
Kingsview Wealth Management
Oregon
$251K – – –
AAS
80
Avantax Advisory Services
Texas
$248K +$828 +17 +0.3%
MCWS
81
McKinley Carter Wealth Services
West Virginia
$246K -$30.3K -621 -11%
WT
82
Whittier Trust
California
$227K – – –
EWA
83
Exencial Wealth Advisors
Oklahoma
$222K – – –
AWA
84
Arkadios Wealth Advisors
Georgia
$218K +$218K +4,479 New
JWCA
85
J.W. Cole Advisors
Florida
$214K +$215K +4,406 New
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$203K +$203K +4,170 New
SPIA
87
Steward Partners Investment Advisory
New York
$182K +$9.74K +200 +6%
MA
88
Montag & Associates
Georgia
$152K +$731 +15 +0.5%
AA
89
Ancora Advisors
Ohio
$100K – – –
CAS
90
Coppell Advisory Solutions
Texas
$97.7K +$97.9K +2,010 New
CASC
91
Coppell Advisory Solutions Corp
Texas
$97.7K +$97.9K +2,010 New
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$80K +$80.2K +1,646 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$74.1K – – –
Franklin Resources
94
Franklin Resources
California
$72.9K – – –
US Bancorp
95
US Bancorp
Minnesota
$68.9K – – –
HWM
96
Horizons Wealth Management
North Carolina
$68K – – –
CAL
97
Capital Advisors Ltd
Ohio
$60K – – –
GRP
98
Global Retirement Partners
California
$53.1K +$53.2K +1,092 New
AF
99
Advisornet Financial
Minnesota
$48.7K -$15.2K -311 -24%
NA
100
NewEdge Advisors
Louisiana
$43.8K +$43.8K +900 New
2 3
4
5 6

EZM Hedge Fund Activity: Q4 2022 in Review

131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2022, worth a combined $421M — up 14% from $371M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EZM positions and 11 closed out — a net gain of 14 holders — while 44 added to existing stakes and 30 trimmed.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $9.69M. The largest seller was PSI Advisors, cutting an estimated $2.94M.

  • 131 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2022, up from 121 in Q3 2022.
  • Funds reported $421M of WisdomTree US MidCap Fund stock for Q4 2022, up 14% quarter-over-quarter.
  • 25 funds opened new WisdomTree US MidCap Fund positions in Q4 2022 and 11 closed out, a net change of +14 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2022 was Baird Financial Group, an estimated $9.69M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2022 was PSI Advisors, an estimated $2.94M sold.

Based on aggregated 13F filings for Q4 2022.