WisdomTree US MidCap Fund
EZM
EZM
139 hedge funds and large institutions have $415M invested in WisdomTree US MidCap Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
41
Reduced
45
Closed
11
Calls
–
Puts
$27K
Net Calls
-$27K
Net Calls Change
-$27K
Top Buyers
| 1 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
+$5.45M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
+$2.78M |
| 3 |
SA
Sylvest Advisors
Dallas,
Texas
|
+$2.11M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.77M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.42M |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$36.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10.7M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$4.23M |
| 4 |
FWTB
First Western Trust Bank
Denver,
Colorado
|
-$3.87M |
| 5 |
Morgan Stanley
New York
|
-$2.86M |
