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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

139 hedge funds and large institutions have $415M invested in WisdomTree US MidCap Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-6
Holders Change %
-4.14%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
41
Reduced
45
Closed
11
Calls
–
Puts
$27K
Net Calls
-$27K
Net Calls Change
-$27K

Top Buyers

1
PWM
Provident Wealth Management
Tennessee
+$5.45M
2
DC
Davenport & Co
Virginia
+$2.78M
3
SA
Sylvest Advisors
Texas
+$2.11M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.77M
5
Bank of America
Bank of America
North Carolina
+$1.42M

Top Sellers

1
LPL Financial
LPL Financial
California
-$36.1M
2
UBS Group
UBS Group
Switzerland
-$10.7M
3
WIA
World Investment Advisors
California
-$4.23M
4
FWTB
First Western Trust Bank
Colorado
-$3.87M
5
Morgan Stanley
Morgan Stanley
New York
-$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
126
GPS Wealth Strategies Group
Colorado
$30.4K +$9.83K +165 +48%
NCM
127
Northwest Capital Management
Oregon
$30.3K -$60 -1 -0.2%
AF
128
Allworth Financial
California
$30K +$7.54K +132 +34%
CA
129
Continuum Advisory
Idaho
$27.1K – – –
AWM
130
AE Wealth Management
Kansas
$25.5K – – –
TCOV
131
Trust Company of Vermont
Vermont
$23.8K – – –
GEA
132
Glen Eagle Advisors
New Jersey
$18.2K – – –
NS
133
NBC Securities
Alabama
$17K +$17K +289 New
BA
134
Bristlecone Advisors
Washington
$11.9K -$7.75K -130 -39%
RWM
135
Ruedi Wealth Management
Illinois
$9.48K – – –
BIG
136
Brooklyn Investment Group
New York
$8.4K +$8.4K +141 New
SS
137
Sunbelt Securities
Texas
$5.96K +$5.96K +100 New
BlackRock
138
BlackRock
New York
$5.36K – – –
AEPWM
139
Atlantic Edge Private Wealth Management
Florida
$2.68K – – –
FWTB
140
First Western Trust Bank
Colorado
– -$3.87M -61,904 Closed
Bank of New York Mellon
141
Bank of New York Mellon
New York
– -$2.85M -45,652 Closed
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
– -$1.4M -22,472 Closed
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
– -$366K -5,851 Closed
APA
144
Astoria Portfolio Advisors
New York
– -$214K -3,377 Closed
TIAA Trust, National Association
145
TIAA Trust, National Association
North Carolina
– -$207K -3,310 Closed
RIS
146
Retirement Income Solutions
Michigan
– -$206K -3,291 Closed
AssetMark Inc
147
AssetMark Inc
California
– -$77.6K -1,241 Closed
HI
148
Harbour Investments
Wisconsin
– -$20.7K -332 Closed
EWM
149
EPG Wealth Management
Georgia
– -$10.6K -169 Closed
SAM
150
Smartleaf Asset Management
Massachusetts
– -$559 -9 Closed
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