WISDOMTREE TR (EZM): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

WISDOMTREE TR (EZM)

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

Smart Money Signals — EZM

Based on 157 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

157 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.

📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q

+21 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

69 buying52 selling

Last quarter: 69 funds bought or added vs 52 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter

Funds opening a new EZM position: 11 → 15 → 12 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 15% medium ■ 20% new

102 out of 157 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.

💰

Price up while funds trimmed (+40% value, -2% shares)

Value

+39%

-2%

Last quarter: total value of institutional EZM holdings rose +40% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

🚀

Acceleration phase — new buyers rushing in

14 → 11 → 15 → 12 → 28 new funds/Q

New funds entering each quarter: 11 → 15 → 12 → 28. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 9% 1-2yr ■ 22% new

Of 157 current holders: 109 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds

16 of 157 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	157	135	16.3%
13F Shares	7M	7M	-2.11%
Total Value	$682M	$489M	39.68%
New Positions	28	12	+16
Increased Positions	41	42	-1
Closed Positions	6	13	-7
Reduced Positions	46	45	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

157

135

16.3%

13F Shares

-2.11%

Total Value

$682M

$489M

39.68%

New Positions

+16

Increased Positions

-1

Closed Positions

-7

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

157 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of EZM — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Freedom Investment Management, Inc.	5.87%	294,048	$19.8M
2	Davidson Kahn Capital Management, LLC	2.89%	80,606	$5.4M
3	CPC Advisors, LLC	2.86%	262,309	$17.6M
4	Roan Capital Partners	2.73%	44,028	$3.0M
5	Lauer Wealth, LLC	2.05%	36,878	$2.6M
6	Sylvest Advisors, LLC	2.03%	56,894	$3.8M
7	Provident Wealth Management, LLC	2.02%	99,591	$6.7M
8	Breakwater Capital Group	0.72%	79,810	$5.4M
9	Great Point Wealth Advisors, LLC	0.61%	48,857	$3.3M
10	CRUX WEALTH ADVISORS	0.56%	21,885	$1.5M
11	Aurora Private Wealth, Inc.	0.52%	11,015	—
12	LBJ Family Wealth Advisors, Ltd.	0.40%	10,446	—
13	CATHY PARETO & ASSOCIATES, INC	0.37%	8,173	$549K
14	Envision Financial LLC	0.30%	8,361	$562K
15	DAVENPORT & Co LLC	0.26%	722,893	$48.6M
16	Sensible Money, LLC	0.24%	11,866	$798K
17	Stanich Group LLC	0.21%	4,043	$272K
18	Oxler Private Wealth LLC	0.19%	8,873	$596K
19	Post Resch Tallon Group Inc.	0.18%	3,340	$225K
20	S.A. Mason LLC	0.15%	6,079	$409K
21	Medallion Wealth Advisors, LLC	0.13%	4,972	$297K
22	Colonial River Investments, LLC	0.11%	4,560	$307K
23	GHP Investment Advisors, Inc.	0.11%	38,581	$2.6M
24	Amplius Wealth Advisors, LLC	0.09%	15,620	$1.0M
25	RVW Wealth, LLC	0.08%	16,165	$1.1M

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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 57% buying: Last quarter: 69 funds bought or added vs 52 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EZM holders?

Strong quality — 24% AUM from major funds: 16 of 157 holders rank in the top 100 by AUM, accounting for 24% 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?

65% of holders stayed for 2+ years: 102 out of 157 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.

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WISDOMTREE TR (EZM)

Smart Money Signals — EZM

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +15% more funds vs a year ago

Slight buying edge — 57% buying

More new buyers each quarter (+16 vs last Q)

65% of holders stayed for 2+ years

Price up while funds trimmed (+40% value, -2% shares)

Acceleration phase — new buyers rushing in

Deep conviction — 69% of holders stayed 2+ years

Strong quality — 24% AUM from major funds

Hedge Fund Ownership: EZM

Market Analysis: EZM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EZM

Hedge Fund Positioning: EZM

Statistics: EZM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — WISDOMTREE TR (EZM)

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