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WisdomTree US MidCap Fund
EZM

153 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

4% more funds holding

Funds holding: 147 → 153 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $497M → $476M (-$20.7M)

4.19% less ownership

Funds ownership: 61.61% → 57.41% (-4.2%)

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
39
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.36M
2
SPIA
Steward Partners Investment Advisory
New York
+$5.54M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.86M
4
DC
Davenport & Co
Virginia
+$2.56M
5
CA
Cetera Advisors
Colorado
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$28.8M
2
LPL Financial
LPL Financial
California
-$14.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.04M
4
Bank of America
Bank of America
North Carolina
-$6.92M
5
GPWA
Great Point Wealth Advisors
Massachusetts
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
126
Citigroup
New York
$39.2K – – –
NFSG
127
Newbridge Financial Services Group
Florida
$38.6K – – –
BFEC
128
Benjamin F. Edwards & Company
Missouri
$35K – – –
IGWM
129
ICA Group Wealth Management
Colorado
$33.9K – – –
OC
130
Oakworth Capital
Alabama
$33.8K – – –
CFD
131
Creative Financial Designs
Indiana
$33.4K – – –
SIS
132
Sound Income Strategies
Florida
$33.3K – – –
NIC
133
Northwest Investment Counselors
Oregon
$32.6K +$30.7K +535 New
NCM
134
Northwest Capital Management
Oregon
$31.1K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$31K – – –
CA
136
Continuum Advisory
Idaho
$27.1K +$26.1K +455 New
TCOV
137
Trust Company of Vermont
Vermont
$24.4K – – –
GWSG
138
GPS Wealth Strategies Group
Colorado
$24K -$3.27K -57 -13%
HI
139
Harbour Investments
Wisconsin
$20K +$57 +1 +0.3%
GEA
140
Glen Eagle Advisors
New Jersey
$18.7K – – –
NS
141
NBC Securities
Alabama
$17K – – –
CTA
142
Colonial Trust Advisors
South Carolina
$13.7K – – –
RFA
143
Register Financial Advisors
Georgia
$12.2K +$11.5K +200 New
EWM
144
EPG Wealth Management
Georgia
$10.6K +$3.5K +61 +54%
RWM
145
Ruedi Wealth Management
Illinois
$9.7K +$9.13K +159 New
SWM
146
Spire Wealth Management
Virginia
$7.63K – – –
TAM
147
Tucker Asset Management
Colorado
$6.94K +$57 +1 +0.9%
BlackRock
148
BlackRock
New York
$5.49K – – –
RA
149
Ransom Advisory
Rhode Island
$4.15K +$3.91K +68 New
AEPWM
150
Atlantic Edge Private Wealth Management
Florida
$2.75K – – –
3 4 5
6
7

EZM Hedge Fund Activity: Q1 2024 in Review

153 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2024, worth a combined $476M — down 4.2% from $497M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EZM positions and 8 closed out — a net gain of 8 holders — while 39 added to existing stakes and 49 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $8.36M. The largest seller was Morgan Stanley, cutting an estimated $28.8M.

  • 153 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2024, up from 147 in Q4 2023.
  • Funds reported $476M of WisdomTree US MidCap Fund stock for Q1 2024, down 4.2% quarter-over-quarter.
  • 16 funds opened new WisdomTree US MidCap Fund positions in Q1 2024 and 8 closed out, a net change of +8 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $8.36M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2024 was Morgan Stanley, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2024.