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WisdomTree US MidCap Fund
EZM

115 hedge funds and large institutions have $481M invested in WisdomTree US MidCap Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

2% more funds holding

Funds holding: 113 → 115 (+2)

3% more capital invested

Capital invested by funds: $466M → $481M (+$14.8M)

0.64% more ownership

Funds ownership: 46% → 46.64% (+0.64%)

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.64%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
15
Increased
47
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DLIC
Daido Life Insurance Company
Japan
+$4.74M
2
LFG
LifePlan Financial Group
Ohio
+$4.11M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.5M
4
CF
Copperwynd Financial
Arizona
+$2.38M
5
Jane Street
Jane Street
New York
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.5M
2
BFG
Barber Financial Group
Kansas
-$959K
3
UBS Group
UBS Group
Switzerland
-$950K
4
FIM
Freedom Investment Management
Connecticut
-$582K
5
IFWM
Institute for Wealth Management
Colorado
-$573K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$2.82M +$2.02M +50,737 +229%
FHA
27
Flagship Harbor Advisors
Massachusetts
$2.78M +$198K +4,984 +7%
Ameriprise
28
Ameriprise
Minnesota
$2.76M +$262K +6,600 +10%
CCA
29
Clearwater Capital Advisors
Illinois
$2.73M -$15.5K -390 -0.5%
BFG
30
Barber Financial Group
Kansas
$2.63M -$959K -24,130 -26%
AG
31
Advisor Group
Arizona
$2.52M +$238 +6 +0%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.52M +$429K +10,803 +20%
CF
33
Copperwynd Financial
Arizona
$2.31M +$2.38M +59,805 New
RCG
34
Ruggie Capital Group
Florida
$2.14M +$1.8M +45,331 +444%
DC
35
Davenport & Co
Virginia
$2.13M +$582K +14,647 +36%
CANC
36
Culbertson A N & Co
Virginia
$2.07M -$137K -3,449 -6%
CFD
37
Creative Financial Designs
Indiana
$2.03M -$59.7K -1,503 -3%
FLI
38
Family Legacy Inc
South Carolina
$1.72M +$84.2K +2,118 +5%
CF
39
Centaurus Financial
California
$1.7M +$1.33M +33,546 +321%
SMFS
40
Squar Milner Financial Services
California
$1.66M +$53K +1,335 +3%
OWM
41
Orgel Wealth Management
Wisconsin
$1.52M +$351K +8,833 +29%
PAG
42
Private Advisor Group
New Jersey
$1.47M +$676K +17,015 +81%
Stifel Financial
43
Stifel Financial
Missouri
$1.21M -$56K -1,410 -4%
SFG
44
StrategIQ Financial Group
Indiana
$1.21M +$244K +6,131 +24%
HWA
45
HCR Wealth Advisors
California
$1.05M +$43K +1,081 +4%
BTS
46
BB&T Securities
Virginia
$951K +$7.47K +188 +0.8%
CA
47
Cetera Advisors
Colorado
$921K +$946K +23,800 New
SEI Investments
48
SEI Investments
Pennsylvania
$916K -$129K -3,259 -12%
VC
49
Vicus Capital
Pennsylvania
$907K -$299K -7,518 -24%
SWM
50
SVA Wealth Management
Wisconsin
$846K – – –
1
2
3 4 5

EZM Hedge Fund Activity: Q1 2018 in Review

115 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2018, worth a combined $481M — up 3.2% from $466M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EZM positions and 12 closed out — a net gain of 3 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Daido Life Insurance Company, opening a new position worth an estimated $4.74M. The largest seller was Morgan Stanley, cutting an estimated $4.5M.

  • 115 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2018, up from 113 in Q4 2017.
  • Funds reported $481M of WisdomTree US MidCap Fund stock for Q1 2018, up 3.2% quarter-over-quarter.
  • 15 funds opened new WisdomTree US MidCap Fund positions in Q1 2018 and 12 closed out, a net change of +3 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2018 was Daido Life Insurance Company, an estimated $4.74M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2018 was Morgan Stanley, an estimated $4.5M sold.

Based on aggregated 13F filings for Q1 2018.