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WisdomTree US MidCap Fund

147 hedge funds and large institutions have $492M invested in WisdomTree US MidCap Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $445M → $492M (+$46.9M)

3.37% more ownership

Funds ownership: 55.13%58.5% (+3.4%)

2% more funds holding

Funds holding: 144147 (+3)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
41
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PRTG
101
Post Resch Tallon Group
New York
$233K +$240K +3,750 New
TKP
102
Tallon Kerry Patrick
$233K +$240K +3,750 New
Comerica Bank
103
Comerica Bank
Texas
$231K +$256 +4 +0.1%
FCI
104
Financial Counselors Inc
Kansas
$230K
PWP
105
Principle Wealth Partners
Connecticut
$219K
KWM
106
Kaydan Wealth Management
Michigan
$216K
APA
107
Astoria Portfolio Advisors
New York
$214K
DIA
108
Dana Investment Advisors
Wisconsin
$213K
TIAA Trust, National Association
109
TIAA Trust, National Association
North Carolina
$207K -$5.06K -79 -2%
RIS
110
Retirement Income Solutions
Michigan
$206K
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$202K
MA
112
Montag & Associates
Georgia
$201K +$705 +11 +0.3%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$179K +$151K +2,356 +462%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$163K -$214K -3,341 -56%
AA
115
Ancora Advisors
Ohio
$160K +$9.61K +150 +6%
DFA
116
DHJJ Financial Advisors
Illinois
$148K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$87.7K
US Bancorp
118
US Bancorp
Minnesota
$78.1K
AssetMark Inc
119
AssetMark Inc
California
$77.6K +$79.5K +1,241 New
HWM
120
Horizons Wealth Management
North Carolina
$77.1K
CAL
121
Capital Advisors Ltd
Ohio
$77K
FFL
122
Financial Freedom LLC
Ohio
$66.7K +$64 +1 +0.1%
GSWM
123
Golden State Wealth Management
California
$65.6K +$67.3K +1,050 New
WTC
124
WhitTier Trust Company
Nevada
$56.3K
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$49.1K -$3.52K -55 -7%

EZM Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2024, worth a combined $492M — up 11% from $445M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EZM positions and 11 closed out — a net gain of 7 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $43.4M. The largest seller was Bank of America, cutting an estimated $7.24M.

  • 147 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $492M of WisdomTree US MidCap Fund stock for Q4 2024, up 11% quarter-over-quarter.
  • 18 funds opened new WisdomTree US MidCap Fund positions in Q4 2024 and 11 closed out, a net change of +7 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2024 was LPL Financial, an estimated $43.4M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2024 was Bank of America, an estimated $7.24M sold.

Based on aggregated 13F filings for Q4 2024.