WisdomTree US MidCap Fund
EZM
37 hedge funds and large institutions have $134M invested in WisdomTree US MidCap Fund in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and closing their positions.
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
32% more capital invested
Capital invested by funds: $101M → $134M (+$32.8M)
9% more funds holding
Funds holding: 34 → 37 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17.06% less ownership
Funds ownership: 136.29% → 119.23% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3D Asset Management
Hartford,
Connecticut
|
+$7.51M |
| 2 |
AIG
American International Group
New York
|
+$4.45M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.72M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.84M |
| 5 |
Morgan Stanley
New York
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.55M |
| 2 |
Bank of New York Mellon
New York
|
-$668K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$402K |
| 4 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$94.1K |
| 5 |
JP Morgan Chase
New York
|
-$59.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| $334K | +$33.4K | +1,305 | +11% |
|
|
SCM
27
Sterneck Capital Management
Kansas City,
Missouri
| $330K | +$22.3K | +870 | +7% |
|
|
DG
28
Davidson & Garrard
Lynchburg,
Virginia
| $265K | – | – | – |
|
|
BBA
29
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $204K | +$199K | +7,770 | New |
|
|
BRWA
30
B. Riley Wealth Advisors
Boca Raton,
Florida
| $129K | +$125K | +4,905 | New |
|
31
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $62K | +$30.7K | +1,200 | +100% |
|
|
WRM
32
Westport Resources Management
Westport,
Connecticut
| $46K | – | – | – |
|
|
MFS
33
MSI Financial Services
Springfield,
Massachusetts
| $40K | +$23K | +897 | +144% |
|
|
WA
34
WFG Advisors
Dallas,
Texas
| $14K | – | – | – |
|
|
NES
35
New England Securities
New York
| $8K | – | – | – |
|
|
SFS
36
Signator Financial Services
Boston,
Massachusetts
| $6K | – | – | – |
|
|
TCOV
37
Trust Company of Vermont
Brattleboro,
Vermont
| $3K | -$1.53K | -60 | -33% |
|
EZM Hedge Fund Activity: Q3 2013 in Review
37 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2013, worth a combined $134M — up 32% from $101M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EZM positions and 0 closed out — a net gain of 3 holders — while 19 added to existing stakes and 10 trimmed.
The largest buyer was 3D Asset Management, adding an estimated $7.51M. The largest seller was Susquehanna International Group, cutting an estimated $3.55M.
- 37 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2013, up from 34 in Q2 2013.
- Funds reported $134M of WisdomTree US MidCap Fund stock for Q3 2013, up 32% quarter-over-quarter.
- 3 funds opened new WisdomTree US MidCap Fund positions in Q3 2013 and 0 closed out, a net change of +3 holders.
- The largest WisdomTree US MidCap Fund buyer in Q3 2013 was 3D Asset Management, an estimated $7.51M added.
- The largest WisdomTree US MidCap Fund seller in Q3 2013 was Susquehanna International Group, an estimated $3.55M sold.
Based on aggregated 13F filings for Q3 2013.