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WisdomTree US MidCap Fund
EZM

121 hedge funds and large institutions have $371M invested in WisdomTree US MidCap Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

2.78% more ownership

Funds ownership: 53.83% → 56.6% (+2.8%)

1% more capital invested

Capital invested by funds: $367M → $371M (+$3.38M)

11% less funds holding

Funds holding: 136 → 121 (-15)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

67% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 18

Holders
121
Holders Change
-15
Holders Change %
-11.03%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
42
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$18.5M
2
Bank of America
Bank of America
North Carolina
+$11.3M
3
MML Investors Services
MML Investors Services
Massachusetts
+$5.46M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.34M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.94M
2
Truist Financial
Truist Financial
North Carolina
-$1.98M
3
Wells Fargo
Wells Fargo
California
-$1.76M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.74M
5
LPL Financial
LPL Financial
California
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
101
EPG Wealth Management
Georgia
$28K +$31.2K +640 New
BFEC
102
Benjamin F. Edwards & Company
Missouri
$25K – – –
CFD
103
Creative Financial Designs
Indiana
$24K – – –
OC
104
Oakworth Capital
Alabama
$24K – – –
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$23K -$4.38K -90 -14%
NIC
106
Northwest Investment Counselors
Oregon
$23K +$97 +2 +0.4%
RG
107
Retirement Group
California
$22K -$1.12K -23 -4%
FHA
108
First Horizon Advisors
Tennessee
$18K +$97 +2 +0.5%
HI
109
Harbour Investments
Wisconsin
$15K – – –
GEA
110
Glen Eagle Advisors
New Jersey
$13.5K – – –
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
PTC
112
Private Trust Company
Ohio
$9K – – –
TFP
113
Tilia Fiduciary Partners
North Carolina
$7K +$97 +2 +1%
LPP
114
Life Planning Partners
Florida
$4.27K – – –
JGIA
115
Jackson Grant Investment Advisers
Connecticut
$4K – – –
CP
116
Castleview Partners
Texas
$2K -$438 -9 -17%
BWA
117
BDO Wealth Advisors
Florida
$2K – – –
TCWA
118
Ten Capital Wealth Advisors
Washington
$2K – – –
AIP
119
Almanack Investment Partners
Pennsylvania
$1K +$584 +12 New
AWA
120
Arkadios Wealth Advisors
Georgia
– -$512K -11,146 Closed
FTUS
121
Flow Traders U.S.
New York
– -$442K -9,619 Closed
OFS
122
OneAscent Financial Services
Alabama
– -$398K -8,665 Closed
TSWM
123
Tyler-Stone Wealth Management
Ohio
– -$296K -6,429 Closed
CAN
124
Cetera Advisor Networks
California
– -$232K -5,043 Closed
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
– -$221K -4,818 Closed
2 3 4
5
6

EZM Hedge Fund Activity: Q3 2022 in Review

121 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2022, worth a combined $371M — up 0.92% from $367M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of EZM and 6 opened new positions — a net loss of 12 holders — while 37 trimmed existing stakes and 42 added.

The largest buyer was Stratos Wealth Partners, adding an estimated $18.5M. The largest seller was Morgan Stanley, cutting an estimated $5.94M.

  • 121 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2022, down from 136 in Q2 2022.
  • Funds reported $371M of WisdomTree US MidCap Fund stock for Q3 2022, up 0.92% quarter-over-quarter.
  • 6 funds opened new WisdomTree US MidCap Fund positions in Q3 2022 and 18 closed out, a net change of -12 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2022 was Stratos Wealth Partners, an estimated $18.5M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2022 was Morgan Stanley, an estimated $5.94M sold.

Based on aggregated 13F filings for Q3 2022.