WisdomTree US MidCap Fund
EZM
145 hedge funds and large institutions have $413M invested in WisdomTree US MidCap Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 47 reducing their positions, and 16 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 47
3.32% less ownership
Funds ownership: 57.41% → 54.09% (-3.3%)
5% less funds holding
Funds holding: 153 → 145 (-8)
13% less capital invested
Capital invested by funds: $476M → $413M (-$63.1M)
38% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.16M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
+$1.14M |
| 3 |
Rockefeller Capital Management
New York
|
+$974K |
| 4 |
IC
IEQ Capital
Foster City,
California
|
+$702K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$652K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11.3M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$5.13M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.87M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.88M |
| 5 |
CWA
CM Wealth Advisors
Beachwood,
Ohio
|
-$2.07M |
EZM Hedge Fund Activity: Q2 2024 in Review
145 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2024, worth a combined $413M — down 13% from $476M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of EZM and 10 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 43 added.
The largest buyer was Jane Street, adding an estimated $1.16M. The largest seller was UBS Group, cutting an estimated $11.3M.
- 145 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2024, down from 153 in Q1 2024.
- Funds reported $413M of WisdomTree US MidCap Fund stock for Q2 2024, down 13% quarter-over-quarter.
- 10 funds opened new WisdomTree US MidCap Fund positions in Q2 2024 and 16 closed out, a net change of -6 holders.
- The largest WisdomTree US MidCap Fund buyer in Q2 2024 was Jane Street, an estimated $1.16M added.
- The largest WisdomTree US MidCap Fund seller in Q2 2024 was UBS Group, an estimated $11.3M sold.
Based on aggregated 13F filings for Q2 2024.