WisdomTree US MidCap Fund
EZM
147 hedge funds and large institutions have $469M invested in WisdomTree US MidCap Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
15% more capital invested
Capital invested by funds: $409M → $469M (+$60.1M)
7% more funds holding
Funds holding: 137 → 147 (+10)
1.38% more ownership
Funds ownership: 56.83% → 58.21% (+1.4%)
2% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 42
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$18.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.9M |
| 3 |
JP Morgan Chase
New York
|
+$6.81M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.18M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$11.6M |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
-$2.89M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.63M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$1.35M |
EZM Hedge Fund Activity: Q4 2023 in Review
147 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2023, worth a combined $469M — up 15% from $409M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new EZM positions and 9 closed out — a net gain of 11 holders — while 41 added to existing stakes and 42 trimmed.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $18.7M. The largest seller was Win Advisors, exiting entirely with an estimated $11.6M sold.
- 147 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2023, up from 137 in Q3 2023.
- Funds reported $469M of WisdomTree US MidCap Fund stock for Q4 2023, up 15% quarter-over-quarter.
- 20 funds opened new WisdomTree US MidCap Fund positions in Q4 2023 and 9 closed out, a net change of +11 holders.
- The largest WisdomTree US MidCap Fund buyer in Q4 2023 was Freedom Investment Management, an estimated $18.7M added.
- The largest WisdomTree US MidCap Fund seller in Q4 2023 was Win Advisors, an estimated $11.6M sold.
Based on aggregated 13F filings for Q4 2023.