WisdomTree US MidCap Fund
EZM
145 hedge funds and large institutions have $504M invested in WisdomTree US MidCap Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
15% more capital invested
Capital invested by funds: $437M → $504M (+$66.2M)
1.94% more ownership
Funds ownership: 56.86% → 58.79% (+1.9%)
1% more funds holding
Funds holding: 144 → 145 (+1)
12% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 50
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$50M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$1.91M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.52M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$992K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$940K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DC
Davenport & Co
Richmond,
Virginia
|
-$6.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.32M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.98M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.59M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$1.69M |
EZM Hedge Fund Activity: Q3 2025 in Review
145 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2025, worth a combined $504M — up 15% from $437M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EZM positions and 9 closed out — a net gain of 4 holders — while 44 added to existing stakes and 50 trimmed.
The largest buyer was LPL Financial, adding an estimated $50M. The largest seller was Davenport & Co, cutting an estimated $6.4M.
- 145 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2025, up from 144 in Q2 2025.
- Funds reported $504M of WisdomTree US MidCap Fund stock for Q3 2025, up 15% quarter-over-quarter.
- 13 funds opened new WisdomTree US MidCap Fund positions in Q3 2025 and 9 closed out, a net change of +4 holders.
- The largest WisdomTree US MidCap Fund buyer in Q3 2025 was LPL Financial, an estimated $50M added.
- The largest WisdomTree US MidCap Fund seller in Q3 2025 was Davenport & Co, an estimated $6.4M sold.
Based on aggregated 13F filings for Q3 2025.