WisdomTree US MidCap Fund
EZM
140 hedge funds and large institutions have $416M invested in WisdomTree US MidCap Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2.91% less ownership
Funds ownership: 58.5% → 55.6% (-2.9%)
5% less funds holding
Funds holding: 147 → 140 (-7)
11% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 46
16% less capital invested
Capital invested by funds: $492M → $416M (-$76.3M)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $27K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
+$5.71M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
+$2.92M |
| 3 |
SA
Sylvest Advisors
Dallas,
Texas
|
+$2.21M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.85M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$37.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11.2M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$4.43M |
| 4 |
FWTB
First Western Trust Bank
Denver,
Colorado
|
-$3.87M |
| 5 |
Morgan Stanley
New York
|
-$2.99M |
EZM Hedge Fund Activity: Q1 2025 in Review
140 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2025, worth a combined $416M — down 16% from $492M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of EZM and 10 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 41 added.
The largest buyer was Provident Wealth Management, opening a new position worth an estimated $5.71M. The largest seller was LPL Financial, cutting an estimated $37.8M.
- 140 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2025, down from 147 in Q4 2024.
- Funds reported $416M of WisdomTree US MidCap Fund stock for Q1 2025, down 16% quarter-over-quarter.
- 10 funds opened new WisdomTree US MidCap Fund positions in Q1 2025 and 13 closed out, a net change of -3 holders.
- The largest WisdomTree US MidCap Fund buyer in Q1 2025 was Provident Wealth Management, an estimated $5.71M added.
- The largest WisdomTree US MidCap Fund seller in Q1 2025 was LPL Financial, an estimated $37.8M sold.
Based on aggregated 13F filings for Q1 2025.