WisdomTree US MidCap Fund
EZM
131 hedge funds and large institutions have $421M invested in WisdomTree US MidCap Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 11 closing their positions.
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
47% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 30
14% more capital invested
Capital invested by funds: $371M → $421M (+$50.2M)
8% more funds holding
Funds holding: 121 → 131 (+10)
1.19% more ownership
Funds ownership: 56.6% → 57.79% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$9.69M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.38M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.53M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.66M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
PSI Advisors
Tampa,
Florida
|
-$2.94M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.28M |
| 3 |
Bank of New York Mellon
New York
|
-$2.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.96M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.94M |
EZM Hedge Fund Activity: Q4 2022 in Review
131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2022, worth a combined $421M — up 14% from $371M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new EZM positions and 11 closed out — a net gain of 14 holders — while 44 added to existing stakes and 30 trimmed.
The largest buyer was Baird Financial Group, opening a new position worth an estimated $9.69M. The largest seller was PSI Advisors, cutting an estimated $2.94M.
- 131 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2022, up from 121 in Q3 2022.
- Funds reported $421M of WisdomTree US MidCap Fund stock for Q4 2022, up 14% quarter-over-quarter.
- 25 funds opened new WisdomTree US MidCap Fund positions in Q4 2022 and 11 closed out, a net change of +14 holders.
- The largest WisdomTree US MidCap Fund buyer in Q4 2022 was Baird Financial Group, an estimated $9.69M added.
- The largest WisdomTree US MidCap Fund seller in Q4 2022 was PSI Advisors, an estimated $2.94M sold.
Based on aggregated 13F filings for Q4 2022.