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WisdomTree US MidCap Fund
EZM

121 hedge funds and large institutions have $371M invested in WisdomTree US MidCap Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

2.78% more ownership

Funds ownership: 53.83% → 56.6% (+2.8%)

1% more capital invested

Capital invested by funds: $367M → $371M (+$3.38M)

11% less funds holding

Funds holding: 136 → 121 (-15)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

67% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 18

Holders
121
Holders Change
-15
Holders Change %
-11.03%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
42
Reduced
37
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$18.5M
2
Bank of America
Bank of America
North Carolina
+$11.3M
3
MML Investors Services
MML Investors Services
Massachusetts
+$5.46M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.34M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.09M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.94M
2
Truist Financial
Truist Financial
North Carolina
-$1.98M
3
Wells Fargo
Wells Fargo
California
-$1.76M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.74M
5
LPL Financial
LPL Financial
California
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
126
SeaCrest Wealth Management
New York
– -$203K -4,419 Closed
JWCA
127
J.W. Cole Advisors
Florida
– -$203K -4,406 Closed
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
– -$183K -3,983 Closed
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
– -$160K -3,470 Closed
BMD
130
Better Money Decisions
New Mexico
– -$146K -3,182 Closed
GLLW
131
Graves Light Lenhart Wealth
Virginia
– -$69K -1,500 Closed
COCM
132
Charter Oak Capital Management
New Hampshire
– -$22K -472 Closed
JPLA
133
Joseph P. Lucia & Associates
New York
– -$7K -150 Closed
SWM
134
Spire Wealth Management
Virginia
– -$6K -125 Closed
TCWM
135
Total Clarity Wealth Management
Illinois
– -$5K -111 Closed
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
– -$5K -107 Closed
SCA
137
Stonebridge Capital Advisors
Minnesota
– -$2K -53 Closed
2 3 4 5
6

EZM Hedge Fund Activity: Q3 2022 in Review

121 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2022, worth a combined $371M — up 0.92% from $367M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of EZM and 6 opened new positions — a net loss of 12 holders — while 37 trimmed existing stakes and 42 added.

The largest buyer was Stratos Wealth Partners, adding an estimated $18.5M. The largest seller was Morgan Stanley, cutting an estimated $5.94M.

  • 121 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2022, down from 136 in Q2 2022.
  • Funds reported $371M of WisdomTree US MidCap Fund stock for Q3 2022, up 0.92% quarter-over-quarter.
  • 6 funds opened new WisdomTree US MidCap Fund positions in Q3 2022 and 18 closed out, a net change of -12 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2022 was Stratos Wealth Partners, an estimated $18.5M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2022 was Morgan Stanley, an estimated $5.94M sold.

Based on aggregated 13F filings for Q3 2022.