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WisdomTree US MidCap Fund
EZM

153 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

4% more funds holding

Funds holding: 147 → 153 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $497M → $476M (-$20.7M)

4.19% less ownership

Funds ownership: 61.61% → 57.41% (-4.2%)

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
39
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.36M
2
SPIA
Steward Partners Investment Advisory
New York
+$5.54M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.86M
4
DC
Davenport & Co
Virginia
+$2.56M
5
CA
Cetera Advisors
Colorado
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$28.8M
2
LPL Financial
LPL Financial
California
-$14.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.04M
4
Bank of America
Bank of America
North Carolina
-$6.92M
5
GPWA
Great Point Wealth Advisors
Massachusetts
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
VC
76
Vicus Capital
Pennsylvania
$440K -$20.9K -363 -5%
WANY
77
Wealthspire Advisors (New York)
New York
$439K – – –
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$435K +$6.2K +108 +2%
SAM
79
S.A. Mason
Michigan
$432K -$57.4K -1,000 -12%
CAM
80
Cresset Asset Management
Illinois
$426K – – –
FI
81
Financial Insights
Washington
$423K – – –
CWM
82
Centric Wealth Management
Illinois
$412K +$1.09K +19 +0.3%
LWANC
83
Laurel Wealth Advisors (North Carolina)
North Carolina
$383K – – –
MML Investors Services
84
MML Investors Services
Massachusetts
$381K -$3.79K -66 -1%
UL
85
Unionview LLC
Washington
$380K +$1.03K +18 +0.3%
SIG
86
Sargent Investment Group
Maryland
$348K -$8.9K -155 -3%
RJT
87
Raymond James Trust
Florida
$340K – – –
KWM
88
Kingsview Wealth Management
Oregon
$315K – – –
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$309K -$28.8K -502 -9%
SWP
90
Stratos Wealth Partners
Ohio
$306K -$36.7K -639 -11%
CWM
91
Cornerstone Wealth Management
Missouri
$299K +$115 +2 +0%
BWA
92
BlueChip Wealth Advisors
Georgia
$283K – – –
EWA
93
Exencial Wealth Advisors
Oklahoma
$279K – – –
CM
94
Capital Management
Virginia
$266K -$517 -9 -0.2%
MCWS
95
McKinley Carter Wealth Services
West Virginia
$266K – – –
Comerica Bank
96
Comerica Bank
Texas
$245K +$1.61K +28 +0.7%
HWM
97
Howard Wealth Management
Connecticut
$242K – – –
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$236K -$31.8K -553 -13%
CPIG
99
Chicago Partners Investment Group
Illinois
$231K +$632 +11 +0.3%
FCI
100
Financial Counselors Inc
Kansas
$225K – – –
2 3
4
5 6

EZM Hedge Fund Activity: Q1 2024 in Review

153 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2024, worth a combined $476M — down 4.2% from $497M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EZM positions and 8 closed out — a net gain of 8 holders — while 39 added to existing stakes and 49 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $8.36M. The largest seller was Morgan Stanley, cutting an estimated $28.8M.

  • 153 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2024, up from 147 in Q4 2023.
  • Funds reported $476M of WisdomTree US MidCap Fund stock for Q1 2024, down 4.2% quarter-over-quarter.
  • 16 funds opened new WisdomTree US MidCap Fund positions in Q1 2024 and 8 closed out, a net change of +8 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $8.36M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2024 was Morgan Stanley, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2024.