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WisdomTree US MidCap Fund
EZM

153 hedge funds and large institutions have $476M invested in WisdomTree US MidCap Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

4% more funds holding

Funds holding: 147 → 153 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $497M → $476M (-$20.7M)

4.19% less ownership

Funds ownership: 61.61% → 57.41% (-4.2%)

20% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 49

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
39
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.36M
2
SPIA
Steward Partners Investment Advisory
New York
+$5.54M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.86M
4
DC
Davenport & Co
Virginia
+$2.56M
5
CA
Cetera Advisors
Colorado
+$2.46M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.8M
2
LPL Financial
LPL Financial
California
-$14.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$7.04M
4
Bank of America
Bank of America
North Carolina
-$6.92M
5
GPWA
Great Point Wealth Advisors
Massachusetts
-$4.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$66.8M -$1.85M -32,212 -3%
Bank of America
2
Bank of America
North Carolina
$36.5M -$6.92M -120,428 -17%
Truist Financial
3
Truist Financial
North Carolina
$31.9M -$780K -13,573 -3%
DC
4
Davenport & Co
Virginia
$28.8M +$2.56M +44,556 +10%
Morgan Stanley
5
Morgan Stanley
New York
$27.7M -$28.8M -502,218 -53%
FIM
6
Freedom Investment Management
Connecticut
$20.6M -$1.44M -25,008 -7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$17.8M -$7.04M -122,493 -30%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$16.4M +$86.6K +1,508 +0.6%
IC
9
IEQ Capital
California
$11.8M – – –
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$11.6M +$8.36M +145,557 +324%
HighTower Advisors
11
HighTower Advisors
Illinois
$11.3M -$739K -12,862 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.3M +$2.86M +49,869 +42%
PAG
13
Private Advisor Group
New Jersey
$10.3M +$1.21M +21,108 +14%
CA
14
Cetera Advisors
Colorado
$10.2M +$2.46M +42,755 +34%
LPL Financial
15
LPL Financial
California
$9.45M -$14.4M -250,956 -62%
CCA
16
Clearwater Capital Advisors
Illinois
$9.42M +$47.2K +821 +0.5%
CPC
17
Consolidated Planning Corp
Georgia
$9.14M +$291K +5,074 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.24M -$503K -8,764 -6%
Wells Fargo
19
Wells Fargo
California
$8.04M +$328K +5,705 +5%
SPIA
20
Steward Partners Investment Advisory
New York
$6.14M +$5.54M +96,500 +2,338%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.74M -$59.2K -1,030 -1%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.7M -$3.51M -61,172 -44%
EH
23
Equitable Holdings
New York
$4.63M -$965K -16,796 -18%
LW
24
Lauer Wealth
Indiana
$4.46M -$839K -14,604 -16%
SF
25
Synovus Financial
Georgia
$4.4M +$450K +7,840 +12%
1
2 3 4 5

EZM Hedge Fund Activity: Q1 2024 in Review

153 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2024, worth a combined $476M — down 4.2% from $497M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EZM positions and 8 closed out — a net gain of 8 holders — while 39 added to existing stakes and 49 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $8.36M. The largest seller was Morgan Stanley, cutting an estimated $28.8M.

  • 153 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2024, up from 147 in Q4 2023.
  • Funds reported $476M of WisdomTree US MidCap Fund stock for Q1 2024, down 4.2% quarter-over-quarter.
  • 16 funds opened new WisdomTree US MidCap Fund positions in Q1 2024 and 8 closed out, a net change of +8 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $8.36M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2024 was Morgan Stanley, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2024.