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WisdomTree US MidCap Fund
EZM

145 hedge funds and large institutions have $504M invested in WisdomTree US MidCap Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $437M → $504M (+$66.2M)

1.94% more ownership

Funds ownership: 56.86% → 58.79% (+1.9%)

1% more funds holding

Funds holding: 144 → 145 (+1)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
13
Increased
44
Reduced
50
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$50M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$1.91M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.52M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$992K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$940K

Top Sellers

Rank Fund Capital Flow
1
DC
Davenport & Co
Virginia
-$6.4M
2
UBS Group
UBS Group
Switzerland
-$3.32M
3
PAG
Private Advisor Group
New Jersey
-$2.98M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.59M
5
Truist Financial
Truist Financial
North Carolina
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$235K +$2.84K +44 +1%
FI
102
Financial Insights
Washington
$235K – – –
PWP
103
Principle Wealth Partners
Connecticut
$231K +$775 +12 +0.3%
KWM
104
Kaydan Wealth Management
Michigan
$227K – – –
PRTG
105
Post Resch Tallon Group
New York
$227K – – –
APA
106
Astoria Portfolio Advisors
New York
$223K – – –
TIAA Trust, National Association
107
TIAA Trust, National Association
North Carolina
$212K +$208K +3,221 New
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$208K +$204K +3,153 New
SWM
109
SeaCrest Wealth Management
New York
$207K +$202K +3,132 New
AFG
110
ABLE Financial Group
Arizona
$203K +$199K +3,076 New
Comerica Bank
111
Comerica Bank
Texas
$194K -$2K -31 -1%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$191K +$1.94K +30 +1%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$190K +$452 +7 +0.2%
AA
114
Ancora Advisors
Ohio
$169K – – –
DFA
115
DHJJ Financial Advisors
Illinois
$156K – – –
US Bancorp
116
US Bancorp
Minnesota
$129K +$45.5K +705 +56%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$128K +$58.2K +901 +86%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$89.2K -$3.17K -49 -3%
HWM
119
Horizons Wealth Management
North Carolina
$81.3K – – –
CAL
120
Capital Advisors Ltd
Ohio
$81K – – –
ASN
121
Advisory Services Network
Georgia
$73.4K +$72K +1,114 New
FFL
122
Financial Freedom LLC
Ohio
$70.4K – – –
GSWM
123
Golden State Wealth Management
California
$69.2K – – –
AssetMark Inc
124
AssetMark Inc
California
$66.4K – – –
WTC
125
WhitTier Trust Company
Nevada
$59.8K – – –
3 4
5
6 7

EZM Hedge Fund Activity: Q3 2025 in Review

145 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2025, worth a combined $504M — up 15% from $437M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EZM positions and 9 closed out — a net gain of 4 holders — while 44 added to existing stakes and 50 trimmed.

The largest buyer was LPL Financial, adding an estimated $50M. The largest seller was Davenport & Co, cutting an estimated $6.4M.

  • 145 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2025, up from 144 in Q2 2025.
  • Funds reported $504M of WisdomTree US MidCap Fund stock for Q3 2025, up 15% quarter-over-quarter.
  • 13 funds opened new WisdomTree US MidCap Fund positions in Q3 2025 and 9 closed out, a net change of +4 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2025 was LPL Financial, an estimated $50M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2025 was Davenport & Co, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2025.