WisdomTree US MidCap Fund
EZM
144 hedge funds and large institutions have $445M invested in WisdomTree US MidCap Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 14 closing their positions.
8% more capital invested
Capital invested by funds: $413M → $445M (+$32.1M)
1.04% more ownership
Funds ownership: 54.09% → 55.13% (+1%)
5% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 39
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
1% less funds holding
Funds holding: 145 → 144 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$5.26M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.93M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.59M |
| 4 |
JP Morgan Chase
New York
|
+$2.29M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.26M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
-$1.27M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$1.19M |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$689K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWMG
151
Redwood Wealth Management Group
Medford,
New Jersey
| – | -$12.4K | -214 | Closed |
|
|
NRC
152
New Republic Capital
Charlotte,
North Carolina
| – | -$12.2K | -211 | Closed |
|
|
TWP
153
Triad Wealth Partners
Lawrence,
Kansas
| – | -$12.2K | -211 | Closed |
|
|
SWM
154
Spire Wealth Management
Mclean,
Virginia
| – | -$7.22K | -125 | Closed |
|
|
TSWM
155
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$5.78K | -100 | Closed |
|
|
MFT
156
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$4.91K | -85 | Closed |
|
|
CP
157
Castleview Partners
Dallas,
Texas
| – | -$2.48K | -43 | Closed |
|
158
AssetMark Inc
Concord,
California
| – | -$58 | -1 | Closed |
|
EZM Hedge Fund Activity: Q3 2024 in Review
144 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2024, worth a combined $445M — up 7.8% from $413M a quarter earlier.
Fund positioning in EZM was balanced in Q3 2024: 14 funds opened new positions, 14 closed out, 41 added to existing stakes and 39 trimmed.
The largest buyer was World Investment Advisors, opening a new position worth an estimated $5.26M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $11.5M.
- 144 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2024, down from 145 in Q2 2024.
- Funds reported $445M of WisdomTree US MidCap Fund stock for Q3 2024, up 7.8% quarter-over-quarter.
- 14 funds opened new WisdomTree US MidCap Fund positions in Q3 2024 and 14 closed out, a net change of 0 holders.
- The largest WisdomTree US MidCap Fund buyer in Q3 2024 was World Investment Advisors, an estimated $5.26M added.
- The largest WisdomTree US MidCap Fund seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2024.