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WisdomTree US MidCap Fund
EZM

137 hedge funds and large institutions have $409M invested in WisdomTree US MidCap Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1.93% more ownership

Funds ownership: 54.89% → 56.83% (+1.9%)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

1% more capital invested

Capital invested by funds: $404M → $409M (+$4.9M)

0% more funds holding

Funds holding: 137 → 137 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
137
Holders Change
–
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
38
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$14M
2
WA
Win Advisors
Florida
+$12.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.1M
4
SF
Synovus Financial
Georgia
+$3.35M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.75M
2
Truist Financial
Truist Financial
North Carolina
-$3.43M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.98M
4
CWA
CM Wealth Advisors
Ohio
-$1.92M
5
3LCM
3D/L Capital Management
Connecticut
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
101
Ancora Advisors
Ohio
$112K – – –
CAS
102
Coppell Advisory Solutions
Texas
$97.7K +$107K +2,010 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$77.4K – – –
Franklin Resources
104
Franklin Resources
California
$76.1K – – –
HWM
105
Horizons Wealth Management
North Carolina
$70.8K – – –
US Bancorp
106
US Bancorp
Minnesota
$63.4K – – –
CAL
107
Capital Advisors Ltd
Ohio
$63K – – –
FCMT
108
Founders Capital Management (Texas)
Texas
$51.9K – – –
WTC
109
WhitTier Trust Company
Nevada
$45.7K – – –
GRP
110
Global Retirement Partners
California
$45K – – –
William Blair & Company
111
William Blair & Company
Illinois
$38.8K – – –
SWM
112
Sugarloaf Wealth Management
Georgia
$38K – – –
Citigroup
113
Citigroup
New York
$32.6K +$34.2K +643 New
NFSG
114
Newbridge Financial Services Group
Florida
$32.1K – – –
BFEC
115
Benjamin F. Edwards & Company
Missouri
$29K – – –
OC
116
Oakworth Capital
Alabama
$28.1K – – –
CFD
117
Creative Financial Designs
Indiana
$27.8K – – –
SIS
118
Sound Income Strategies
Florida
$27.7K – – –
NIC
119
Northwest Investment Counselors
Oregon
$27K +$53 +1 +0.2%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
NCM
121
Northwest Capital Management
Oregon
$25.9K – – –
TCOV
122
Trust Company of Vermont
Vermont
$20.3K – – –
HI
123
Harbour Investments
Wisconsin
$16.5K +$53 +1 +0.3%
GEA
124
Glen Eagle Advisors
New Jersey
$15.5K – – –
NS
125
NBC Securities
Alabama
$14K +$15.2K +286 New
2 3 4
5
6

EZM Hedge Fund Activity: Q3 2023 in Review

137 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2023, worth a combined $409M — up 1.2% from $404M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EZM positions and 11 closed out — a net gain of 2 holders — while 38 added to existing stakes and 37 trimmed.

The largest buyer was UBS Group, adding an estimated $14M. The largest seller was Bank of America, cutting an estimated $4.75M.

  • 137 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $409M of WisdomTree US MidCap Fund stock for Q3 2023, up 1.2% quarter-over-quarter.
  • 13 funds opened new WisdomTree US MidCap Fund positions in Q3 2023 and 11 closed out, a net change of +2 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2023 was UBS Group, an estimated $14M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2023 was Bank of America, an estimated $4.75M sold.

Based on aggregated 13F filings for Q3 2023.