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WisdomTree US MidCap Fund
EZM

137 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 133 → 137 (+4)

0% more capital invested

Capital invested by funds: $404M → $404M (+$530K)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

1.08% less ownership

Funds ownership: 55.97% → 54.89% (-1.1%)

Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
39
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$4.16M
2
UBS Group
UBS Group
Switzerland
+$2.19M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.93M
4
CWA
CM Wealth Advisors
Ohio
+$1.73M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$11.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.33M
3
Morgan Stanley
Morgan Stanley
New York
-$3.49M
4
CTC
Central Trust Company
Missouri
-$3.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$352K – – –
MML Investors Services
77
MML Investors Services
Massachusetts
$349K +$99 +2 +0%
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$343K – – –
SIG
79
Sargent Investment Group
Maryland
$343K – – –
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$342K -$4.33M -87,187 -93%
JP Morgan Chase
81
JP Morgan Chase
New York
$341K +$6.85K +138 +2%
UL
82
Unionview LLC
Washington
$326K +$1.09K +22 +0.4%
RJT
83
Raymond James Trust
Florida
$312K +$21.5K +434 +8%
KWM
84
Kingsview Wealth Management
Oregon
$273K – – –
IA
85
Insight Advisors
Pennsylvania
$260K -$238K -4,803 -49%
CWM
86
Cornerstone Wealth Management
Missouri
$259K +$99 +2 +0%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$259K – – –
AAS
88
Avantax Advisory Services
Texas
$258K +$2.13K +43 +0.9%
EWA
89
Exencial Wealth Advisors
Oklahoma
$242K – – –
MCWS
90
McKinley Carter Wealth Services
West Virginia
$231K -$32.6K -657 -13%
CM
91
Capital Management
Virginia
$229K +$215K +4,334 New
HWM
92
Howard Wealth Management
Connecticut
$215K – – –
SPIA
93
Steward Partners Investment Advisory
New York
$208K – – –
AWA
94
Arete Wealth Advisors
Illinois
$205K +$192K +3,875 New
MA
95
Montag & Associates
Georgia
$167K +$596 +12 +0.4%
BAM
96
Bosun Asset Management
Illinois
$159K +$149K +3,000 New
WT
97
Whittier Trust
California
$159K – – –
AA
98
Ancora Advisors
Ohio
$117K – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$80.7K – – –
Franklin Resources
100
Franklin Resources
California
$79.4K – – –
2 3
4
5 6

EZM Hedge Fund Activity: Q2 2023 in Review

137 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2023, worth a combined $404M — up 0.13% from $404M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EZM positions and 9 closed out — a net gain of 4 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $4.16M. The largest seller was Bank of America, cutting an estimated $11.2M.

  • 137 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2023, up from 133 in Q1 2023.
  • Funds reported $404M of WisdomTree US MidCap Fund stock for Q2 2023, up 0.13% quarter-over-quarter.
  • 13 funds opened new WisdomTree US MidCap Fund positions in Q2 2023 and 9 closed out, a net change of +4 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q2 2023 was Private Advisor Group, an estimated $4.16M added.
  • The largest WisdomTree US MidCap Fund seller in Q2 2023 was Bank of America, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2023.