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WisdomTree US MidCap Fund

137 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 133137 (+4)

0% more capital invested

Capital invested by funds: $404M → $404M (+$530K)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

1.08% less ownership

Funds ownership: 55.97%54.89% (-1.1%)

Holders
137
Holders Change
+4
Holders Change %
+3.01%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
39
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
Horizons Wealth Management
North Carolina
$73.9K
US Bancorp
102
US Bancorp
Minnesota
$66.2K
CAL
103
Capital Advisors Ltd
Ohio
$65K
FCMT
104
Founders Capital Management (Texas)
Texas
$54.2K
GRP
105
Global Retirement Partners
California
$48.5K -$8.73K -176 -16%
WTC
106
WhitTier Trust Company
Nevada
$47.6K
William Blair & Company
107
William Blair & Company
Illinois
$40.5K
SWM
108
Sugarloaf Wealth Management
Georgia
$39.7K +$50 +1 +0.1%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$38.5K +$9.97K +201 +38%
NFSG
110
Newbridge Financial Services Group
Florida
$33.5K
BFEC
111
Benjamin F. Edwards & Company
Missouri
$30K
IGWM
112
ICA Group Wealth Management
Colorado
$29.4K
OC
113
Oakworth Capital
Alabama
$29.3K
CFD
114
Creative Financial Designs
Indiana
$29K
SIS
115
Sound Income Strategies
Florida
$28.9K +$27K +545 New
NIC
116
Northwest Investment Counselors
Oregon
$28K +$99 +2 +0.4%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$27K +$10.4K +210 +70%
NCM
118
Northwest Capital Management
Oregon
$27K +$25.3K +510 New
FHA
119
First Horizon Advisors
Tennessee
$22.5K +$99 +2 +0.5%
TCOV
120
Trust Company of Vermont
Vermont
$21.2K
HI
121
Harbour Investments
Wisconsin
$17.2K
GEA
122
Glen Eagle Advisors
New Jersey
$16.2K
UB
123
UMB Bank
Missouri
$13.5K +$5.96K +120 +89%
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$13.3K -$69.6K -1,403 -86%
CAM
125
Chesapeake Asset Management
New York
$12K +$11.3K +227 New

EZM Hedge Fund Activity: Q2 2023 in Review

137 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2023, worth a combined $404M — up 0.13% from $404M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EZM positions and 9 closed out — a net gain of 4 holders — while 39 added to existing stakes and 41 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $4.16M. The largest seller was Bank of America, cutting an estimated $11.2M.

  • 137 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2023, up from 133 in Q1 2023.
  • Funds reported $404M of WisdomTree US MidCap Fund stock for Q2 2023, up 0.13% quarter-over-quarter.
  • 13 funds opened new WisdomTree US MidCap Fund positions in Q2 2023 and 9 closed out, a net change of +4 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q2 2023 was Private Advisor Group, an estimated $4.16M added.
  • The largest WisdomTree US MidCap Fund seller in Q2 2023 was Bank of America, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2023.