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WisdomTree US MidCap Fund
EZM

Overview Fund Activity

143 hedge funds and large institutions have $437M invested in WisdomTree US MidCap Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
43
Reduced
43
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DC
Davenport & Co
Virginia
$41.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.54M
3
UBS Group
UBS Group
Switzerland
$41.1M
4
FG
Foster Group
Iowa
$1.19M
5
SF
Summit Financial
New Jersey
$1.17M

Top Sellers

1
LW
Lauer Wealth
Indiana
$2.21M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.95M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.12M
4
Raymond James Financial
Raymond James Financial
Florida
$8.81M
5
Truist Financial
Truist Financial
North Carolina
$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
1
Davenport & Co
Virginia
$41.2M +$4.34M +70,318 +12%
UBS Group
2
UBS Group
Switzerland
$41.1M +$2.31M +37,451 +6%
Bank of America
3
Bank of America
North Carolina
$33M +$1.14M +18,410 +4%
Morgan Stanley
4
Morgan Stanley
New York
$28.3M +$294K +4,763 +1%
Truist Financial
5
Truist Financial
North Carolina
$25.7M -$1.09M -17,623 -4%
FIM
6
Freedom Investment Management
Connecticut
$20.1M +$857K +13,879 +4%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$19.2M +$1.11M +18,007 +6%
PAG
8
Private Advisor Group
New Jersey
$13.1M +$224K +3,623 +2%
IC
9
IEQ Capital
California
$12.7M – – –
LPL Financial
10
LPL Financial
California
$12.1M -$219K -3,549 -2%
CPC
11
Consolidated Planning Corp
Georgia
$12M +$709K +11,485 +6%
CCA
12
Clearwater Capital Advisors
Illinois
$11M +$439K +7,103 +4%
HighTower Advisors
13
HighTower Advisors
Illinois
$10.8M -$103K -1,673 -0.9%
Raymond James Financial
14
Raymond James Financial
Florida
$8.81M -$1.17M -18,888 -12%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$7.95M -$1.63M -26,316 -17%
SPIA
16
Steward Partners Investment Advisory
New York
$7.38M +$907K +14,677 +14%
Wells Fargo
17
Wells Fargo
California
$6.01M -$44.8K -726 -0.7%
PWM
18
Provident Wealth Management
Tennessee
$5.72M +$70.1K +1,135 +1%
BCG
19
Breakwater Capital Group
New Jersey
$5.66M +$149K +2,410 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.62M -$91.8K -1,486 -2%
TF
21
Theory Financial
Colorado
$5.25M +$995K +15,876 +23%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.12M -$1.18M -19,148 -19%
SF
23
Synovus Financial
Georgia
$5.08M -$437K -7,069 -8%
EH
24
Equitable Holdings
New York
$5.06M -$379K -6,134 -7%
DKCM
25
Davidson Kahn Capital Management
California
$4.4M +$254K +4,088 +6%
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