WisdomTree US MidCap Fund
EZM
147 hedge funds and large institutions have $492M invested in WisdomTree US MidCap Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
11% more capital invested
Capital invested by funds: $445M → $492M (+$46.9M)
3.37% more ownership
Funds ownership: 55.13% → 58.5% (+3.4%)
2% more funds holding
Funds holding: 144 → 147 (+3)
7% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$43.4M |
| 2 |
Bank of New York Mellon
New York
|
+$2.92M |
| 3 |
JP Morgan Chase
New York
|
+$2.15M |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
+$2.13M |
| 5 |
Morgan Stanley
New York
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.24M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.89M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.21M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$1.9M |
| 5 |
Jane Street
New York
|
-$1.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWA
151
BlueChip Wealth Advisors
Milton,
Georgia
| – | -$273K | -4,387 | Closed |
|
|
CPIG
152
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$248K | -3,996 | Closed |
|
|
KWA
153
Kingswood Wealth Advisors
San Diego,
California
| – | -$207K | -3,323 | Closed |
|
|
BMD
154
Better Money Decisions
Santa Fe,
New Mexico
| – | -$201K | -3,231 | Closed |
|
|
NB
155
NBT Bank
Norwich,
New York
| – | -$65.9K | -1,288 | Closed |
|
|
CPA
156
Clear Point Advisors
Melville,
New York
| – | -$41K | -657 | Closed |
|
157
Citigroup
New York
| – | -$40.1K | -643 | Closed |
|
|
NS
158
NBC Securities
Birmingham,
Alabama
| – | -$18K | -289 | Closed |
|
EZM Hedge Fund Activity: Q4 2024 in Review
147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2024, worth a combined $492M — up 11% from $445M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EZM positions and 11 closed out — a net gain of 7 holders — while 41 added to existing stakes and 44 trimmed.
The largest buyer was LPL Financial, adding an estimated $43.4M. The largest seller was Bank of America, cutting an estimated $7.24M.
- 147 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2024, up from 144 in Q3 2024.
- Funds reported $492M of WisdomTree US MidCap Fund stock for Q4 2024, up 11% quarter-over-quarter.
- 18 funds opened new WisdomTree US MidCap Fund positions in Q4 2024 and 11 closed out, a net change of +7 holders.
- The largest WisdomTree US MidCap Fund buyer in Q4 2024 was LPL Financial, an estimated $43.4M added.
- The largest WisdomTree US MidCap Fund seller in Q4 2024 was Bank of America, an estimated $7.24M sold.
Based on aggregated 13F filings for Q4 2024.