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WisdomTree US MidCap Fund
EZM

144 hedge funds and large institutions have $445M invested in WisdomTree US MidCap Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $413M → $445M (+$32.1M)

1.04% more ownership

Funds ownership: 54.09% → 55.13% (+1%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less funds holding

Funds holding: 145 → 144 (-1)

Holders
144
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
41
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIA
World Investment Advisors
California
+$5.26M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.93M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.59M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.29M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.5M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.26M
3
MG
Mather Group
Illinois
-$1.27M
4
Truist Financial
Truist Financial
North Carolina
-$1.19M
5
FIM
Freedom Investment Management
Connecticut
-$689K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
126
Oakworth Capital
Alabama
$34.5K – – –
CFD
127
Creative Financial Designs
Indiana
$34.1K – – –
NIC
128
Northwest Investment Counselors
Oregon
$33.6K +$32.3K +538 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$32K – – –
NCM
130
Northwest Capital Management
Oregon
$31.8K – – –
CA
131
Continuum Advisory
Idaho
$29.6K – – –
TCOV
132
Trust Company of Vermont
Vermont
$24.9K – – –
GWSG
133
GPS Wealth Strategies Group
Colorado
$21.6K +$60 +1 +0.3%
HI
134
Harbour Investments
Wisconsin
$20.6K +$60 +1 +0.3%
BA
135
Bristlecone Advisors
Washington
$20.6K +$19.8K +330 New
GEA
136
Glen Eagle Advisors
New Jersey
$19.1K – – –
NS
137
NBC Securities
Alabama
$18K +$60 +1 +0.3%
EWM
138
EPG Wealth Management
Georgia
$10.5K +$10.1K +169 New
RWM
139
Ruedi Wealth Management
Illinois
$9.91K – – –
TAM
140
Tucker Asset Management
Colorado
$7.14K +$60 +1 +0.9%
BlackRock
141
BlackRock
New York
$5.61K – – –
RA
142
Ransom Advisory
Rhode Island
$4.24K – – –
AEPWM
143
Atlantic Edge Private Wealth Management
Florida
$2.81K – – –
SAM
144
Smartleaf Asset Management
Massachusetts
$2.68K – – –
FTUS
145
Flow Traders U.S.
New York
– -$420K -7,272 Closed
LWANC
146
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$352K -6,084 Closed
SWP
147
Stratos Wealth Partners
Ohio
– -$229K -3,965 Closed
HF
148
HRT Financial
New York
– -$226K -3,925 Closed
Franklin Resources
149
Franklin Resources
California
– -$86.7K -1,500 Closed
RIA
150
Realta Investment Advisors
Delaware
– -$40.5K -700 Closed
3 4 5
6
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EZM Hedge Fund Activity: Q3 2024 in Review

144 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2024, worth a combined $445M — up 7.8% from $413M a quarter earlier.

Fund positioning in EZM was balanced in Q3 2024: 14 funds opened new positions, 14 closed out, 41 added to existing stakes and 39 trimmed.

The largest buyer was World Investment Advisors, opening a new position worth an estimated $5.26M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $11.5M.

  • 144 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2024, down from 145 in Q2 2024.
  • Funds reported $445M of WisdomTree US MidCap Fund stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 14 funds opened new WisdomTree US MidCap Fund positions in Q3 2024 and 14 closed out, a net change of 0 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2024 was World Investment Advisors, an estimated $5.26M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2024.