WisdomTree US MidCap Fund
EZM
133 hedge funds and large institutions have $405M invested in WisdomTree US MidCap Fund in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 15 closing their positions.
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
2% more funds holding
Funds holding: 131 → 133 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $421M → $405M (-$16M)
1.82% less ownership
Funds ownership: 57.79% → 55.97% (-1.8%)
19% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.8M |
| 2 |
Morgan Stanley
New York
|
+$4.13M |
| 3 |
FWTB
First Western Trust Bank
Denver,
Colorado
|
+$3.19M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.71M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$18.8M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$17.6M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$6.13M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.89M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.66M |
EZM Hedge Fund Activity: Q1 2023 in Review
133 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2023, worth a combined $405M — down 3.8% from $421M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new EZM positions and 15 closed out — a net gain of 4 holders — while 35 added to existing stakes and 43 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $4.8M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $18.8M sold.
- 133 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2023, up from 131 in Q4 2022.
- Funds reported $405M of WisdomTree US MidCap Fund stock for Q1 2023, down 3.8% quarter-over-quarter.
- 19 funds opened new WisdomTree US MidCap Fund positions in Q1 2023 and 15 closed out, a net change of +4 holders.
- The largest WisdomTree US MidCap Fund buyer in Q1 2023 was Kestra Advisory Services, an estimated $4.8M added.
- The largest WisdomTree US MidCap Fund seller in Q1 2023 was Stratos Wealth Partners, an estimated $18.8M sold.
Based on aggregated 13F filings for Q1 2023.