WisdomTree US MidCap Fund
EZM
146 hedge funds and large institutions have $438M invested in WisdomTree US MidCap Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 12 closing their positions.
67% more capital inflows, than outflows
Capital inflows: $23.6M | Capital outflows: $14.1M
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
4% more funds holding
Funds holding: 141 → 146 (+5)
1.49% more ownership
Funds ownership: 55.64% → 57.13% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Davenport & Co
Richmond,
Virginia
|
+$4.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.42M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.2M |
| 4 |
Foster Group
West Des Moines,
Iowa
|
+$1.13M |
| 5 |
Summit Financial
Parsippany,
New Jersey
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lauer Wealth
Valparaiso,
Indiana
|
-$2.5M |
| 2 |
JP Morgan Chase
New York
|
-$1.55M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.13M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.11M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$1.04M |
EZM Hedge Fund Activity: Q2 2025 in Review
146 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2025, worth a combined $438M — up 5.3% from $416M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EZM positions and 12 closed out — a net gain of 6 holders — while 43 added to existing stakes and 45 trimmed.
The largest buyer was Davenport & Co, adding an estimated $4.14M. The largest seller was Lauer Wealth, cutting an estimated $2.5M.
- 146 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2025, up from 141 in Q1 2025.
- Funds reported $438M of WisdomTree US MidCap Fund stock for Q2 2025, up 5.3% quarter-over-quarter.
- 18 funds opened new WisdomTree US MidCap Fund positions in Q2 2025 and 12 closed out, a net change of +6 holders.
- The largest WisdomTree US MidCap Fund buyer in Q2 2025 was Davenport & Co, an estimated $4.14M added.
- The largest WisdomTree US MidCap Fund seller in Q2 2025 was Lauer Wealth, an estimated $2.5M sold.
Based on aggregated 13F filings for Q2 2025.