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WisdomTree US MidCap Fund
EZM

147 hedge funds and large institutions have $497M 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.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

21% more capital invested

Capital invested by funds: $409M → $497M (+$87.6M)

7% more funds holding

Funds holding: 137 → 147 (+10)

4.78% more ownership

Funds ownership: 56.83% → 61.61% (+4.8%)

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)

Holders
147
Holders Change
+10
Holders Change %
+7.3%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
41
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$24.7M
2
FIM
Freedom Investment Management
Connecticut
+$18.7M
3
LPL Financial
LPL Financial
California
+$14.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.81M
5
UBS Group
UBS Group
Switzerland
+$6.18M

Top Sellers

1
WA
Win Advisors
Florida
-$11.6M
2
SF
Synovus Financial
Georgia
-$2.89M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.63M
4
Bank of America
Bank of America
North Carolina
-$2M
5
Truist Financial
Truist Financial
North Carolina
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$64.7M +$6.18M +119,471 +12%
Morgan Stanley
2
Morgan Stanley
New York
$54.9M +$24.7M +478,516 +100%
Bank of America
3
Bank of America
North Carolina
$41.2M -$2M -38,631 -5%
Truist Financial
4
Truist Financial
North Carolina
$30.8M -$1.35M -26,168 -5%
DC
5
Davenport & Co
Virginia
$24.5M +$2.09M +40,393 +10%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$23.8M -$1.06M -20,426 -5%
LPL Financial
7
LPL Financial
California
$23.3M +$14.9M +289,150 +248%
FIM
8
Freedom Investment Management
Connecticut
$20.8M +$18.7M +362,496 New
Baird Financial Group
9
Baird Financial Group
Wisconsin
$15.4M +$758K +14,662 +6%
HighTower Advisors
10
HighTower Advisors
Illinois
$11.3M -$306K -5,915 -3%
IC
11
IEQ Capital
California
$11.1M +$164K +3,165 +2%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$9.03M -$1.07M -20,708 -12%
CCA
13
Clearwater Capital Advisors
Illinois
$8.81M +$294K +5,691 +4%
PAG
14
Private Advisor Group
New Jersey
$8.5M +$752K +14,543 +11%
CPC
15
Consolidated Planning Corp
Georgia
$8.31M +$400K +7,737 +6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.26M -$392K -7,579 -5%
JP Morgan Chase
17
JP Morgan Chase
New York
$7.93M +$6.81M +131,693 +2,045%
Wells Fargo
18
Wells Fargo
California
$7.23M +$316K +6,111 +5%
CA
19
Cetera Advisors
Colorado
$7.15M -$43.3K -838 -0.7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.87M -$740K -14,322 -11%
EH
21
Equitable Holdings
New York
$5.32M +$860K +16,648 +22%
LW
22
Lauer Wealth
Indiana
$5.16M +$50K +967 +1%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$4.58M -$413K -7,981 -9%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.52M -$77.2K -1,494 -2%
TF
25
Theory Financial
Colorado
$4.12M +$87.6K +1,694 +2%
1
2 3 4 5

EZM Hedge Fund Activity: Q4 2023 in Review

147 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2023, worth a combined $497M — up 21% 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 Morgan Stanley, adding an estimated $24.7M. 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 $497M of WisdomTree US MidCap Fund stock for Q4 2023, up 21% 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 Morgan Stanley, an estimated $24.7M 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.