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WisdomTree US MidCap Fund
EZM

137 hedge funds and large institutions have $409M invested in WisdomTree US MidCap Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1.93% more ownership

Funds ownership: 54.89% → 56.83% (+1.9%)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

1% more capital invested

Capital invested by funds: $404M → $409M (+$4.9M)

0% more funds holding

Funds holding: 137 → 137 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
137
Holders Change
–
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
38
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$14M
2
WA
Win Advisors
Florida
+$12.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.1M
4
SF
Synovus Financial
Georgia
+$3.35M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.75M
2
Truist Financial
Truist Financial
North Carolina
-$3.43M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.98M
4
CWA
CM Wealth Advisors
Ohio
-$1.92M
5
3LCM
3D/L Capital Management
Connecticut
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
FI
76
Financial Insights
Washington
$330K – – –
SIG
77
Sargent Investment Group
Maryland
$329K – – –
JP Morgan Chase
78
JP Morgan Chase
New York
$327K -$426 -8 -0.1%
MML Investors Services
79
MML Investors Services
Massachusetts
$324K -$10.6K -200 -3%
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$319K -$10.6K -200 -3%
UL
81
Unionview LLC
Washington
$314K +$1.17K +22 +0.4%
RJT
82
Raymond James Trust
Florida
$299K – – –
Creative Planning
83
Creative Planning
Kansas
$293K -$46.3K -870 -13%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$287K +$302K +5,664 New
Stifel Financial
85
Stifel Financial
Missouri
$285K -$342K -6,433 -53%
AAS
86
Avantax Advisory Services
Texas
$268K +$22.4K +421 +9%
FTUS
87
Flow Traders U.S.
New York
$262K +$275K +5,159 New
KWM
88
Kingsview Wealth Management
Oregon
$262K – – –
CWM
89
Cornerstone Wealth Management
Missouri
$249K +$160 +3 +0.1%
EWA
90
Exencial Wealth Advisors
Oklahoma
$232K – – –
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$224K -$25.6K -480 -10%
MCWS
92
McKinley Carter Wealth Services
West Virginia
$221K – – –
CM
93
Capital Management
Virginia
$220K +$160 +3 +0.1%
HWM
94
Howard Wealth Management
Connecticut
$207K – – –
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$203K +$201K +3,773 +1,684%
Comerica Bank
96
Comerica Bank
Texas
$202K +$212K +3,985 New
SPIA
97
Steward Partners Investment Advisory
New York
$199K – – –
MA
98
Montag & Associates
Georgia
$160K +$586 +11 +0.3%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$136K +$104K +1,959 +269%
DFA
100
DHJJ Financial Advisors
Illinois
$120K +$126K +2,370 New
2 3
4
5 6

EZM Hedge Fund Activity: Q3 2023 in Review

137 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2023, worth a combined $409M — up 1.2% from $404M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EZM positions and 11 closed out — a net gain of 2 holders — while 38 added to existing stakes and 37 trimmed.

The largest buyer was UBS Group, adding an estimated $14M. The largest seller was Bank of America, cutting an estimated $4.75M.

  • 137 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $409M of WisdomTree US MidCap Fund stock for Q3 2023, up 1.2% quarter-over-quarter.
  • 13 funds opened new WisdomTree US MidCap Fund positions in Q3 2023 and 11 closed out, a net change of +2 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2023 was UBS Group, an estimated $14M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2023 was Bank of America, an estimated $4.75M sold.

Based on aggregated 13F filings for Q3 2023.