WisdomTree US MidCap Fund
EZM
148 hedge funds and large institutions have $462M invested in WisdomTree US MidCap Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
1% more funds holding
Funds holding: 146 → 148 (+2)
7% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 45
0.03% less ownership
Funds ownership: 56.98% → 56.95% (-0.03%)
3% less capital invested
Capital invested by funds: $476M → $462M (-$14.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.75M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.85M |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
+$1.57M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.33M |
| 5 |
Morgan Stanley
New York
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.92M |
| 2 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
-$2.11M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.23M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$979K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$707K |
EZM Hedge Fund Activity: Q1 2022 in Review
148 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2022, worth a combined $462M — down 3% from $476M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EZM positions and 10 closed out — a net gain of 5 holders — while 48 added to existing stakes and 45 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.75M. The largest seller was Susquehanna International Group, cutting an estimated $2.92M.
- 148 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2022, up from 146 in Q4 2021.
- Funds reported $462M of WisdomTree US MidCap Fund stock for Q1 2022, down 3% quarter-over-quarter.
- 15 funds opened new WisdomTree US MidCap Fund positions in Q1 2022 and 10 closed out, a net change of +5 holders.
- The largest WisdomTree US MidCap Fund buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $3.75M added.
- The largest WisdomTree US MidCap Fund seller in Q1 2022 was Susquehanna International Group, an estimated $2.92M sold.
Based on aggregated 13F filings for Q1 2022.