Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (EZM)

184 + Investors. Track Smart Money conviction in EZM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
3Q ▲
Buyers last Q
48%

Smart Money Signals — EZM

Based on 185 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EZM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
185 hedge funds hold EZM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 48% buying

65 buying71 selling
Last quarter: 71 funds reduced or exited vs 65 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new EZM position: 13 → 30 → 17 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 17% medium ■ 21% new
115 out of 185 hedge funds have held EZM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~23 new funds/quarter

16 → 13 → 30 → 17 → 23 new funds/Q
New funds entering each quarter: 13 → 30 → 17 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 25% newcomers

■ 67% veterans ■ 8% 1-2yr ■ 25% new
Entry-cohort mix of 185 holders: 124 (67%) are 2+ year veterans, 15 entered 1–2 years ago, and 46 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
21 of 185 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EZM

In 2026 Q2, 65 hedge funds were net buyers of EZM (23 opened a new position, 42 added to an existing one), while 71 reduced or exited (64 trimmed, 7 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in EZM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 185.

Hedge Fund Ownership: EZM

How many hedge funds hold EZM — quarterly history vs. share price
Quarterly hedge fund ownership of EZM vs. share price

Market Analysis: EZM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EZM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 3 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: EZM
184 + Investors

Track Smart Money conviction in EZM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 184 169 8.88%
13F Shares 8M 7M 3.04%
Total Value $572M $492M 16.26%
New Positions 23 17 +6
Increased Positions 42 47 -5
Closed Positions 8 12 -4
Reduced Positions 64 51 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EZM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

184 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EZM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EZM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Freedom Investment Management, Inc. 6.00% 284,274 $21.5M
2 Roan Capital Partners 3.01% 47,952 $3.6M
3 TopTier Wealth Management, LLC 2.78% 60,687 $4.6M
4 CPC Advisors, LLC 2.74% 267,688 $20.3M
5 Theory Financial LLC 2.61% 109,393 $8.3M
6 Davidson Kahn Capital Management, LLC 2.59% 79,471 $6.0M
7 Sylvest Advisors, LLC 2.12% 62,150 $4.7M
8 Lionshead Wealth Management, LLC 2.04% 41,401 $3.1M
9 Provident Wealth Management, LLC 1.99% 101,898 $7.7M
10 Lauer Wealth, LLC 1.62% 35,976 $2.7M
11 Ridge Creek Global, Inc 1.34% 22,676 $1.7M
12 Clearwater Capital Advisors, LLC 1.07% 192,023 $14.6M
13 Breakwater Capital Group 0.71% 77,786 $5.9M
14 Great Point Wealth Advisors, LLC 0.57% 46,770 $3.5M
15 Crux Wealth Advisors 0.55% 21,066 $1.6M
16 Culbertson A N & Co Inc 0.40% 45,015 $3.4M
17 Cathy Pareto & Associates, Inc 0.35% 7,870 $596K
18 Pacific Sun Financial Corp 0.34% 10,945 $829K
19 DAVENPORT & Co LLC 0.33% 889,118 $67.4M
20 Bridgelight Financial Advisors, Inc. 0.32% 5,628 $376K
21 Envision Financial LLC 0.29% 8,368 $634K
22 NewSquare Capital LLC 0.27% 48,657 $3.7M
23 Sensible Money, LLC 0.24% 11,866 $899K
24 L & S Advisors Inc 0.24% 30,276 $2.3M
25 Team Financial Group, LLC 0.21% 6,576 $498K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wisdomtree Tr (EZM)

What does the Smart Money Trend signal show for EZM?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EZM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EZM?

More sellers than buyers — 48% buying: Last quarter: 71 funds reduced or exited vs 65 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EZM holders?

Strong quality — 33% AUM from major funds: 21 of 185 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EZM?

62% of holders stayed for 2+ years: 115 out of 185 hedge funds have held EZM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →