WisdomTree US MidCap Fund
EZM
121 hedge funds and large institutions have $371M invested in WisdomTree US MidCap Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 18 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 37
2.78% more ownership
Funds ownership: 53.83% → 56.6% (+2.8%)
1% more capital invested
Capital invested by funds: $367M → $371M (+$3.38M)
11% less funds holding
Funds holding: 136 → 121 (-15)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
67% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$18.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11.3M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$5.46M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.34M |
| 5 |
Bank of New York Mellon
New York
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.94M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.98M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.76M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.74M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.33M |
EZM Hedge Fund Activity: Q3 2022 in Review
121 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2022, worth a combined $371M — up 0.92% from $367M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of EZM and 6 opened new positions — a net loss of 12 holders — while 37 trimmed existing stakes and 42 added.
The largest buyer was Stratos Wealth Partners, adding an estimated $18.5M. The largest seller was Morgan Stanley, cutting an estimated $5.94M.
- 121 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2022, down from 136 in Q2 2022.
- Funds reported $371M of WisdomTree US MidCap Fund stock for Q3 2022, up 0.92% quarter-over-quarter.
- 6 funds opened new WisdomTree US MidCap Fund positions in Q3 2022 and 18 closed out, a net change of -12 holders.
- The largest WisdomTree US MidCap Fund buyer in Q3 2022 was Stratos Wealth Partners, an estimated $18.5M added.
- The largest WisdomTree US MidCap Fund seller in Q3 2022 was Morgan Stanley, an estimated $5.94M sold.
Based on aggregated 13F filings for Q3 2022.