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WisdomTree US MidCap Fund
EZM

132 hedge funds and large institutions have $396M invested in WisdomTree US MidCap Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 26

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

2% more funds holding

Funds holding: 129 → 132 (+3)

2.13% more ownership

Funds ownership: 51.51% → 53.64% (+2.1%)

4% more capital invested

Capital invested by funds: $382M → $396M (+$14.3M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
132
Holders Change
+3
Holders Change %
+2.33%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
56
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$19.6M
2
CA
Cetera Advisors
Colorado
+$5.17M
3
GPWA
Great Point Wealth Advisors
Massachusetts
+$3.28M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.9M
5
PAG
Private Advisor Group
New Jersey
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$8.42M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.82M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.65M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31M
5
IWM
IHT Wealth Management
Illinois
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
101
EPG Wealth Management
Georgia
$86K +$87.1K +1,656 New
Franklin Resources
102
Franklin Resources
California
$78K – – –
GLLW
103
Graves Light Lenhart Wealth
Virginia
$78K – – –
CAL
104
Capital Advisors Ltd
Ohio
$64K – – –
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$64K – – –
APA
106
American Portfolios Advisors
New York
$58.8K – – –
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$50K +$34.8K +662 +218%
CFO
108
CVA Family Office
Colorado
$49K -$49.2K -935 -40%
GKWIM
109
Gerber Kawasaki Wealth & Investment Management
California
$48K +$43.9K +834 New
SWM
110
Sugarloaf Wealth Management
Georgia
$43K – – –
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$41K +$41.9K +797 New
William Blair & Company
112
William Blair & Company
Illinois
$40K – – –
TFS
113
TrustCore Financial Services
Tennessee
$38K – – –
JP Morgan Chase
114
JP Morgan Chase
New York
$37K – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
$34K +$27.7K +526 +398%
FHA
116
First Horizon Advisors
Tennessee
$31K +$158 +3 +0.5%
BFEC
117
Benjamin F. Edwards & Company
Missouri
$30K – – –
CFD
118
Creative Financial Designs
Indiana
$28K – – –
RG
119
Retirement Group
California
$27K +$105 +2 +0.4%
COCM
120
Charter Oak Capital Management
New Hampshire
$25K – – –
Barclays
121
Barclays
United Kingdom
$20K +$1.32K +25 +7%
HI
122
Harbour Investments
Wisconsin
$17K – – –
GEA
123
Glen Eagle Advisors
New Jersey
$15.9K – – –
US Bancorp
124
US Bancorp
Minnesota
$9K – – –
JPLA
125
Joseph P. Lucia & Associates
New York
$8K – – –
2 3 4
5
6

EZM Hedge Fund Activity: Q3 2021 in Review

132 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2021, worth a combined $396M — up 3.7% from $382M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EZM positions and 6 closed out — a net gain of 5 holders — while 56 added to existing stakes and 26 trimmed.

The largest buyer was Bank of America, adding an estimated $19.6M. The largest seller was Truist Financial, cutting an estimated $8.42M.

  • 132 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2021, up from 129 in Q2 2021.
  • Funds reported $396M of WisdomTree US MidCap Fund stock for Q3 2021, up 3.7% quarter-over-quarter.
  • 11 funds opened new WisdomTree US MidCap Fund positions in Q3 2021 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2021 was Bank of America, an estimated $19.6M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2021 was Truist Financial, an estimated $8.42M sold.

Based on aggregated 13F filings for Q3 2021.