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WisdomTree US MidCap Fund
EZM

137 hedge funds and large institutions have $409M invested in WisdomTree US MidCap Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1.93% more ownership

Funds ownership: 54.89% → 56.83% (+1.9%)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

1% more capital invested

Capital invested by funds: $404M → $409M (+$4.9M)

0% more funds holding

Funds holding: 137 → 137 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
137
Holders Change
–
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
38
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$14M
2
WA
Win Advisors
Florida
+$12.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.1M
4
SF
Synovus Financial
Georgia
+$3.35M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.93M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.75M
2
Truist Financial
Truist Financial
North Carolina
-$3.43M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.98M
4
CWA
CM Wealth Advisors
Ohio
-$1.92M
5
3LCM
3D/L Capital Management
Connecticut
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$51.1M +$14M +262,029 +35%
Bank of America
2
Bank of America
North Carolina
$38.4M -$4.75M -89,241 -11%
Truist Financial
3
Truist Financial
North Carolina
$28.6M -$3.43M -64,478 -10%
Morgan Stanley
4
Morgan Stanley
New York
$24.2M -$392K -7,359 -2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$22M +$713K +13,394 +3%
DC
6
Davenport & Co
Virginia
$19.6M +$1.6M +30,055 +8%
3LCM
7
3D/L Capital Management
Connecticut
$18.7M -$1.85M -34,703 -9%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$12.8M +$1.85M +34,687 +16%
WA
9
Win Advisors
Florida
$11.6M +$12.1M +227,807 New
HighTower Advisors
10
HighTower Advisors
Illinois
$10.3M +$165K +3,098 +2%
IC
11
IEQ Capital
California
$9.64M – – –
GPWA
12
Great Point Wealth Advisors
Massachusetts
$9.03M -$363K -6,810 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.68M -$1.98M -37,248 -20%
CCA
14
Clearwater Capital Advisors
Illinois
$7.5M -$20.6K -386 -0.3%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$7.19M -$448K -8,423 -6%
CPC
16
Consolidated Planning Corp
Georgia
$6.95M +$451K +8,463 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.8M -$1.04M -19,573 -13%
PAG
18
Private Advisor Group
New Jersey
$6.77M +$393K +7,374 +6%
CA
19
Cetera Advisors
Colorado
$6.37M +$33K +620 +0.5%
SF
20
Synovus Financial
Georgia
$6.1M +$3.35M +62,838 +110%
Wells Fargo
21
Wells Fargo
California
$6.08M +$251K +4,711 +4%
LPL Financial
22
LPL Financial
California
$5.92M +$78K +1,465 +1%
LW
23
Lauer Wealth
Indiana
$4.47M +$144K +2,701 +3%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$4.45M +$1.93M +36,188 +70%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$4.23M +$4.1M +76,945 +1,191%
1
2 3 4 5

EZM Hedge Fund Activity: Q3 2023 in Review

137 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2023, worth a combined $409M — up 1.2% from $404M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EZM positions and 11 closed out — a net gain of 2 holders — while 38 added to existing stakes and 37 trimmed.

The largest buyer was UBS Group, adding an estimated $14M. The largest seller was Bank of America, cutting an estimated $4.75M.

  • 137 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $409M of WisdomTree US MidCap Fund stock for Q3 2023, up 1.2% quarter-over-quarter.
  • 13 funds opened new WisdomTree US MidCap Fund positions in Q3 2023 and 11 closed out, a net change of +2 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2023 was UBS Group, an estimated $14M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2023 was Bank of America, an estimated $4.75M sold.

Based on aggregated 13F filings for Q3 2023.