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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$14M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$12.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.1M |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
+$3.35M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.75M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$3.43M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.98M |
| 4 |
CWA
CM Wealth Advisors
Beachwood,
Ohio
|
-$1.92M |
| 5 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$1.85M |
EZM Hedge Fund Activity: Q3 2023 in Review
137 of the 6,310 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.