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WisdomTree US MidCap Fund
EZM

147 hedge funds and large institutions have $492M invested in WisdomTree US MidCap Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $445M → $492M (+$46.9M)

3.37% more ownership

Funds ownership: 55.13% → 58.5% (+3.4%)

2% more funds holding

Funds holding: 144 → 147 (+3)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
147
Holders Change
+3
Holders Change %
+2.08%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
41
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$43.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.92M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.15M
4
DC
Davenport & Co
Virginia
+$2.13M
5
Morgan Stanley
Morgan Stanley
New York
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$7.24M
2
UBS Group
UBS Group
Switzerland
-$5.89M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.21M
4
Truist Financial
Truist Financial
North Carolina
-$1.9M
5
Jane Street
Jane Street
New York
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
126
Sugarloaf Wealth Management
Georgia
$46.9K – – –
NFSG
127
Newbridge Financial Services Group
Florida
$39.5K – – –
GRP
128
Global Retirement Partners
California
$37.1K -$101K -1,574 -73%
OC
129
Oakworth Capital
Alabama
$34.6K – – –
CFD
130
Creative Financial Designs
Indiana
$34.2K – – –
NCM
131
Northwest Capital Management
Oregon
$31.9K – – –
CA
132
Continuum Advisory
Idaho
$28.4K – – –
AWM
133
AE Wealth Management
Kansas
$26.7K +$27.4K +427 New
AF
134
Allworth Financial
California
$25.6K +$25.2K +394 New
TCOV
135
Trust Company of Vermont
Vermont
$25K – – –
GWSG
136
GPS Wealth Strategies Group
Colorado
$21.7K – – –
HI
137
Harbour Investments
Wisconsin
$20.7K +$128 +2 +0.6%
BA
138
Bristlecone Advisors
Washington
$20.6K – – –
GEA
139
Glen Eagle Advisors
New Jersey
$19.1K – – –
Jones Financial Companies
140
Jones Financial Companies
Missouri
$16.1K +$16.5K +257 New
EWM
141
EPG Wealth Management
Georgia
$10.6K – – –
RWM
142
Ruedi Wealth Management
Illinois
$9.94K – – –
TAM
143
Tucker Asset Management
Colorado
$7.18K – – –
BlackRock
144
BlackRock
New York
$5.63K – – –
RA
145
Ransom Advisory
Rhode Island
$4.25K – – –
AEPWM
146
Atlantic Edge Private Wealth Management
Florida
$2.81K – – –
SAM
147
Smartleaf Asset Management
Massachusetts
$559 -$2.18K -34 -79%
Citadel Advisors
148
Citadel Advisors
Florida
– -$2.21M -35,413 Closed
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
– -$1.29M -20,849 Closed
HWP
150
Hibernia Wealth Partners
Louisiana
– -$691K -11,078 Closed
3 4 5
6
7

EZM Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2024, worth a combined $492M — up 11% from $445M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EZM positions and 11 closed out — a net gain of 7 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $43.4M. The largest seller was Bank of America, cutting an estimated $7.24M.

  • 147 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2024, up from 144 in Q3 2024.
  • Funds reported $492M of WisdomTree US MidCap Fund stock for Q4 2024, up 11% quarter-over-quarter.
  • 18 funds opened new WisdomTree US MidCap Fund positions in Q4 2024 and 11 closed out, a net change of +7 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2024 was LPL Financial, an estimated $43.4M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2024 was Bank of America, an estimated $7.24M sold.

Based on aggregated 13F filings for Q4 2024.