Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (EZM)

168 + 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
↑ +6
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — EZM

Based on 169 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
169 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 — +22% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+22% 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.
🟡

Slight buying edge — 51% buying

64 buying62 selling
Last quarter: 64 funds bought or added vs 62 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.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 13 → 29 → 17. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 15% medium ■ 20% new
110 out of 169 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.
💎

Buying through price weakness — shares -0%, value -29%

Value
-29%
Shares
0%
Last quarter: funds added -0% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

12 → 15 → 13 → 29 → 17 new funds/Q
New funds entering each quarter: 15 → 13 → 29 → 17. 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 169 current holders: 116 (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 — 34% AUM from major funds

34% from top-100 AUM funds
20 of 169 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — EZM

In 2026 Q1, 64 hedge funds were net buyers of EZM (17 opened a new position, 47 added to an existing one), while 62 reduced or exited (51 trimmed, 11 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 34% of total institutional value in EZM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 169.

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.

Is It Too Late to Buy Wisdomtree Tr (EZM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EZM has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
EZM
+10.6%
SPY
+13.9%

EZM outperformed SPY by -3.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EZM
+3.4%
SPY
+0.2%

Since the filing became public, EZM outperformed SPY by +3.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 3 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: EZM
168 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 168 163 3.07%
13F Shares 7M 7M -0.5%
Total Value $491M $696M -29.48%
New Positions 17 29 -12
Increased Positions 47 43 +4
Closed Positions 12 7 +5
Reduced Positions 51 48 +3
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 Q1)

168 + 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 Q1 · 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 TopTier Wealth Management, LLC 2.52% 60,884 $4.1M
6 Theory Financial LLC 2.11% 89,563 $6.0M
7 Lionshead Wealth Management, LLC 2.11% 42,512 $2.9M
8 Lauer Wealth, LLC 2.05% 36,878 $2.6M
9 Sylvest Advisors, LLC 2.03% 56,894 $3.8M
10 Provident Wealth Management, LLC 2.02% 99,591 $6.7M
11 Ridge Creek Global, Inc 1.30% 22,826 $1.5M
12 Clearwater Capital Advisors, LLC 1.04% 191,663 $12.9M
13 Breakwater Capital Group 0.72% 79,810 $5.4M
14 Great Point Wealth Advisors, LLC 0.61% 48,857 $3.3M
15 Crux Wealth Advisors 0.56% 21,885 $1.5M
16 Culbertson A N & Co Inc 0.40% 45,625 $3.1M
17 Cathy Pareto & Associates, Inc 0.37% 8,173 $549K
18 Pacific Sun Financial Corp 0.36% 10,945 $736K
19 Envision Financial LLC 0.30% 8,361 $562K
20 NewSquare Capital LLC 0.28% 47,274 $3.2M
21 DAVENPORT & Co LLC 0.26% 722,893 $48.6M
22 L & S Advisors Inc 0.25% 29,916 $2.0M
23 Sensible Money, LLC 0.24% 11,866 $798K
24 Stanich Group LLC 0.21% 4,043 $272K
25 Team Financial Group, LLC 0.20% 6,558 $441K
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 — 2 quarters in a row: For 2 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?

Slight buying edge — 51% buying: Last quarter: 64 funds bought or added vs 62 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 — 34% AUM from major funds: 20 of 169 holders rank in the top 100 by AUM, accounting for 34% 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: 110 out of 169 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.

Is it too late to buy Wisdomtree Tr (EZM) following the 2026 Q1 hedge fund 13F filings?

As of today, EZM has moved +3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.2%. Since the quarter end (March 31, 2026), EZM has gained +10.6% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 →