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WisdomTree US MidCap Fund
EZM

113 hedge funds and large institutions have $466M invested in WisdomTree US MidCap Fund in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

35% more funds holding

Funds holding: 84 → 113 (+29)

27% more capital invested

Capital invested by funds: $367M → $466M (+$99.3M)

3.68% more ownership

Funds ownership: 42.32% → 46% (+3.7%)

Holders
113
Holders Change
+29
Holders Change %
+34.52%
% of All Funds
2.56%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
35
Increased
39
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.1M
2
BFG
Barber Financial Group
Kansas
+$3.54M
3
SB
Suntrust Banks
Georgia
+$2.69M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.73M
5
FLI
Family Legacy Inc
South Carolina
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
ICOA
Investment Centers of America
North Dakota
-$1.71M
2
CA
Cetera Advisors
Colorado
-$926K
3
JP Morgan Chase
JP Morgan Chase
New York
-$873K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$724K
5
VC
Vicus Capital
Pennsylvania
-$556K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
26
Flagship Harbor Advisors
Massachusetts
$2.78M -$29.9K -778 -1%
AG
27
Advisor Group
Arizona
$2.58M +$284K +7,402 +13%
Ameriprise
28
Ameriprise
Minnesota
$2.57M +$1.54M +40,164 +163%
CANC
29
Culbertson A N & Co
Virginia
$2.26M +$139K +3,620 +7%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.15M +$181K +4,712 +10%
CFD
31
Creative Financial Designs
Indiana
$2.14M -$217K -5,660 -10%
SMFS
32
Squar Milner Financial Services
California
$1.72M +$1.6M +41,553 New
FLI
33
Family Legacy Inc
South Carolina
$1.68M +$1.63M +42,370 New
DC
34
Davenport & Co
Virginia
$1.6M +$796K +20,735 +106%
Stifel Financial
35
Stifel Financial
Missouri
$1.29M -$27.5K -715 -2%
VC
36
Vicus Capital
Pennsylvania
$1.23M -$556K -14,473 -32%
OWM
37
Orgel Wealth Management
Wisconsin
$1.21M +$889K +23,154 +312%
SEI Investments
38
SEI Investments
Pennsylvania
$1.07M -$26K -678 -2%
HWA
39
HCR Wealth Advisors
California
$1.03M +$156K +4,063 +19%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.03M -$724K -18,865 -42%
SFG
41
StrategIQ Financial Group
Indiana
$994K +$164K +4,267 +21%
BTS
42
BB&T Securities
Virginia
$969K +$28.2K +734 +3%
SWM
43
SVA Wealth Management
Wisconsin
$901K – – –
Jane Street
44
Jane Street
New York
$878K +$238K +6,200 +39%
PAG
45
Private Advisor Group
New Jersey
$844K -$260K -6,775 -24%
IWM
46
IHT Wealth Management
Illinois
$805K +$766K +19,943 New
CAM
47
Covenant Asset Management
New Jersey
$742K -$20.2K -525 -3%
Citigroup
48
Citigroup
New York
$741K +$19.2K +500 +3%
APA
49
American Portfolios Advisors
New York
$732K +$709K +18,456 New
Baird Financial Group
50
Baird Financial Group
Wisconsin
$688K -$300K -7,821 -31%
1
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3 4 5

EZM Hedge Fund Activity: Q4 2017 in Review

113 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2017, worth a combined $466M — up 27% from $367M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EZM positions and 6 closed out — a net gain of 29 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.1M. The largest seller was Investment Centers of America, exiting entirely with an estimated $1.71M sold.

  • 113 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2017, up from 84 in Q3 2017.
  • Funds reported $466M of WisdomTree US MidCap Fund stock for Q4 2017, up 27% quarter-over-quarter.
  • 35 funds opened new WisdomTree US MidCap Fund positions in Q4 2017 and 6 closed out, a net change of +29 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q4 2017 was Morgan Stanley, an estimated $12.1M added.
  • The largest WisdomTree US MidCap Fund seller in Q4 2017 was Investment Centers of America, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2017.