WisdomTree US MidCap Fund
EZM
153 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
4% more funds holding
Funds holding: 147 → 153 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $497M → $476M (-$20.7M)
4.19% less ownership
Funds ownership: 61.61% → 57.41% (-4.2%)
20% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$8.36M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$5.54M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.86M |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
+$2.56M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$28.8M |
| 2 |
LPL Financial
San Diego,
California
|
-$14.4M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.04M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$6.92M |
| 5 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
-$4.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CP
151
Castleview Partners
Dallas,
Texas
| $2.62K | – | – | – |
|
|
SAM
152
Smartleaf Asset Management
Boston,
Massachusetts
| $1.46K | +$1.38K | +24 | New |
|
153
AssetMark Inc
Concord,
California
| $61 | +$57 | +1 | New |
|
154
Cerity Partners
New York
| – | -$293K | -5,098 | Closed |
|
155
Mariner
Overland Park,
Kansas
| – | -$237K | -4,136 | Closed |
|
|
AWA
156
Arete Wealth Advisors
Chicago,
Illinois
| – | -$220K | -3,836 | Closed |
|
|
ASN
157
Advisory Services Network
Atlanta,
Georgia
| – | -$69.9K | -1,218 | Closed |
|
|
FCMT
158
Founders Capital Management (Texas)
Houston,
Texas
| – | -$58.7K | -1,023 | Closed |
|
159
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$33.3K | -580 | Closed |
|
|
LPP
160
Life Planning Partners
Jacksonville,
Florida
| – | -$5.57K | -97 | Closed |
|
|
CAM
161
Chesapeake Asset Management
New York
| – | -$5.28K | -92 | Closed |
|
EZM Hedge Fund Activity: Q1 2024 in Review
153 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2024, worth a combined $476M — down 4.2% from $497M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new EZM positions and 8 closed out — a net gain of 8 holders — while 39 added to existing stakes and 49 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $8.36M. The largest seller was Morgan Stanley, cutting an estimated $28.8M.
- 153 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2024, up from 147 in Q4 2023.
- Funds reported $476M of WisdomTree US MidCap Fund stock for Q1 2024, down 4.2% quarter-over-quarter.
- 16 funds opened new WisdomTree US MidCap Fund positions in Q1 2024 and 8 closed out, a net change of +8 holders.
- The largest WisdomTree US MidCap Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $8.36M added.
- The largest WisdomTree US MidCap Fund seller in Q1 2024 was Morgan Stanley, an estimated $28.8M sold.
Based on aggregated 13F filings for Q1 2024.