WisdomTree US MidCap Fund
EZM
75 hedge funds and large institutions have $278M invested in WisdomTree US MidCap Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 6 closing their positions.
4% more capital invested
Capital invested by funds: $269M → $278M (+$9.8M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 26
1.27% less ownership
Funds ownership: 122.61% → 121.34% (-1.3%)
3% less funds holding
Funds holding: 77 → 75 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.06M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$1.08M |
| 3 |
TA
TMD & Associates
Scottsdale,
Arizona
|
+$1.03M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$977K |
| 5 |
LPL Financial
San Diego,
California
|
+$558K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$2.49M |
| 2 |
3AM
3D Asset Management
Hartford,
Connecticut
|
-$1.76M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.61M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.28M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$792K |
EZM Hedge Fund Activity: Q3 2016 in Review
75 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2016, worth a combined $278M — up 3.7% from $269M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EZM and 5 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 25 added.
The largest buyer was Wells Fargo, adding an estimated $3.06M. The largest seller was Vicus Capital, cutting an estimated $2.49M.
- 75 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2016, down from 77 in Q2 2016.
- Funds reported $278M of WisdomTree US MidCap Fund stock for Q3 2016, up 3.7% quarter-over-quarter.
- 5 funds opened new WisdomTree US MidCap Fund positions in Q3 2016 and 6 closed out, a net change of -1 holder.
- The largest WisdomTree US MidCap Fund buyer in Q3 2016 was Wells Fargo, an estimated $3.06M added.
- The largest WisdomTree US MidCap Fund seller in Q3 2016 was Vicus Capital, an estimated $2.49M sold.
Based on aggregated 13F filings for Q3 2016.