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WisdomTree US MidCap Fund
EZM
EZM
171 hedge funds and large institutions have $509M invested in WisdomTree US MidCap Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 54 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
1% more funds holding
Funds holding: 169 → 171 (+2)
0.12% more ownership
Funds ownership: 61.49% → 61.61% (+0.12%)
13% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 54
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
26% less capital invested
Capital invested by funds: $693M → $509M (-$183M)
Holders
171
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
15
Increased
47
Reduced
54
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$12.4M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
+$7.14M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$4.42M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$2.77M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.11M |
Top Sellers
| 1 |
AF
Align Financial
Hermantown,
Minnesota
|
-$14.1M |
| 2 |
EH
Equitable Holdings
New York
|
-$3.72M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.92M |
| 4 |
WWM
Westwood Wealth Management
Los Angeles,
California
|
-$2.9M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$2.1M |
