WisdomTree US MidCap Fund
EZM
136 hedge funds and large institutions have $367M invested in WisdomTree US MidCap Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 22 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 43
3.12% less ownership
Funds ownership: 56.95% → 53.83% (-3.1%)
8% less funds holding
Funds holding: 148 → 136 (-12)
20% less capital invested
Capital invested by funds: $462M → $367M (-$94.4M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
45% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.07M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.96M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$2.52M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.22M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$26.2M |
| 2 |
Morgan Stanley
New York
|
-$3.61M |
| 3 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
-$3.61M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$2.28M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
151
EPG Wealth Management
Atlanta,
Georgia
| – | -$38K | -700 | Closed |
|
|
QC
152
Quent Capital
New York
| – | -$36K | -654 | Closed |
|
|
MCC
153
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$30K | -540 | Closed |
|
|
T
154
TCWP
Beachwood,
Ohio
| – | -$17K | -311 | Closed |
|
|
GI
155
Gradient Investments
Arden Hills,
Minnesota
| – | -$9K | -172 | Closed |
|
156
AssetMark Inc
Concord,
California
| – | -$1.93K | -38 | -93% |
|
EZM Hedge Fund Activity: Q2 2022 in Review
136 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2022, worth a combined $367M — down 20% from $462M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of EZM and 12 opened new positions — a net loss of 10 holders — while 43 trimmed existing stakes and 43 added.
The largest buyer was Royal Bank of Canada, adding an estimated $8.07M. The largest seller was LPL Financial, cutting an estimated $26.2M.
- 136 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2022, down from 148 in Q1 2022.
- Funds reported $367M of WisdomTree US MidCap Fund stock for Q2 2022, down 20% quarter-over-quarter.
- 12 funds opened new WisdomTree US MidCap Fund positions in Q2 2022 and 22 closed out, a net change of -10 holders.
- The largest WisdomTree US MidCap Fund buyer in Q2 2022 was Royal Bank of Canada, an estimated $8.07M added.
- The largest WisdomTree US MidCap Fund seller in Q2 2022 was LPL Financial, an estimated $26.2M sold.
Based on aggregated 13F filings for Q2 2022.