WisdomTree US MidCap Fund
EZM
137 hedge funds and large institutions have $404M invested in WisdomTree US MidCap Fund in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 9 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
3% more funds holding
Funds holding: 133 → 137 (+4)
0% less capital invested
Capital invested by funds: $405M → $404M (-$854K)
5% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 41
1.08% less ownership
Funds ownership: 55.97% → 54.89% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.16M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.19M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.93M |
| 4 |
CWA
CM Wealth Advisors
Beachwood,
Ohio
|
+$1.73M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.33M |
| 3 |
Morgan Stanley
New York
|
-$3.49M |
| 4 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$3.08M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.2M |
EZM Hedge Fund Activity: Q2 2023 in Review
137 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2023, worth a combined $404M — down 0.21% from $405M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EZM positions and 9 closed out — a net gain of 4 holders — while 39 added to existing stakes and 41 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $4.16M. The largest seller was Bank of America, cutting an estimated $11.2M.
- 137 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2023, up from 133 in Q1 2023.
- Funds reported $404M of WisdomTree US MidCap Fund stock for Q2 2023, down 0.21% quarter-over-quarter.
- 13 funds opened new WisdomTree US MidCap Fund positions in Q2 2023 and 9 closed out, a net change of +4 holders.
- The largest WisdomTree US MidCap Fund buyer in Q2 2023 was Private Advisor Group, an estimated $4.16M added.
- The largest WisdomTree US MidCap Fund seller in Q2 2023 was Bank of America, an estimated $11.2M sold.
Based on aggregated 13F filings for Q2 2023.