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WisdomTree US MidCap Fund
EZM

124 hedge funds and large institutions have $521M invested in WisdomTree US MidCap Fund in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

8% more capital invested

Capital invested by funds: $481M → $521M (+$40M)

8% more funds holding

Funds holding: 115 → 124 (+9)

0.88% more ownership

Funds ownership: 46.64% → 47.52% (+0.88%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.84%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
19
Increased
44
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLIC
Daido Life Insurance Company
Japan
+$8.94M
2
CWM
Cornerstone Wealth Management
Missouri
+$4.21M
3
RJA
Raymond James & Associates
Florida
+$3.62M
4
Wells Fargo
Wells Fargo
California
+$2.37M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.77M

Top Sellers

1
CF
Copperwynd Financial
Arizona
-$2.31M
2
Jane Street
Jane Street
New York
-$2.12M
3
LPL Financial
LPL Financial
California
-$1.57M
4
NWP
Northstar Wealth Partners
Connecticut
-$775K
5
IWM
IHT Wealth Management
Illinois
-$766K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Capital Wealth Management
Rhode Island
$3.49M -$246K -6,210 -7%
Ameriprise
27
Ameriprise
Minnesota
$3.24M +$407K +10,264 +14%
CCA
28
Clearwater Capital Advisors
Illinois
$3.09M +$250K +6,307 +9%
FHA
29
Flagship Harbor Advisors
Massachusetts
$3.07M +$107K +2,684 +4%
DC
30
Davenport & Co
Virginia
$2.83M +$614K +15,460 +28%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.73M +$113K +2,841 +4%
AG
32
Advisor Group
Arizona
$2.68M +$61K +1,536 +2%
CWM
33
Cornerstone Wealth Management
Missouri
$2.64M +$4.21M +106,118 New
BFG
34
Barber Financial Group
Kansas
$2.55M -$177K -4,466 -7%
RCG
35
Ruggie Capital Group
Florida
$2.44M +$201K +5,068 +9%
CF
36
Centaurus Financial
California
$2.28M +$507K +12,777 +29%
CFD
37
Creative Financial Designs
Indiana
$2.16M +$54.2K +1,367 +3%
CANC
38
Culbertson A N & Co
Virginia
$2.14M -$5.71K -144 -0.3%
HWA
39
HCR Wealth Advisors
California
$2M +$878K +22,134 +82%
FLI
40
Family Legacy Inc
South Carolina
$1.84M +$48.7K +1,227 +3%
OWM
41
Orgel Wealth Management
Wisconsin
$1.81M +$224K +5,655 +14%
SMFS
42
Squar Milner Financial Services
California
$1.72M -$3.73K -94 -0.2%
SFG
43
StrategIQ Financial Group
Indiana
$1.5M +$239K +6,035 +19%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.45M +$670K +16,883 +88%
Stifel Financial
45
Stifel Financial
Missouri
$1.25M – – –
GRP
46
Global Retirement Partners
California
$1.03M +$1.02M +25,600 New
BTS
47
BB&T Securities
Virginia
$975K -$12.5K -314 -1%
SEI Investments
48
SEI Investments
Pennsylvania
$960K +$9.01K +227 +1%
CA
49
Cetera Advisors
Colorado
$945K -$12.1K -305 -1%
VC
50
Vicus Capital
Pennsylvania
$902K -$39.8K -1,004 -4%
1
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3 4 5

EZM Hedge Fund Activity: Q2 2018 in Review

124 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2018, worth a combined $521M — up 8.3% from $481M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EZM positions and 9 closed out — a net gain of 10 holders — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Daido Life Insurance Company, adding an estimated $8.94M. The largest seller was Copperwynd Financial, exiting entirely with an estimated $2.31M sold.

  • 124 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2018, up from 115 in Q1 2018.
  • Funds reported $521M of WisdomTree US MidCap Fund stock for Q2 2018, up 8.3% quarter-over-quarter.
  • 19 funds opened new WisdomTree US MidCap Fund positions in Q2 2018 and 9 closed out, a net change of +10 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q2 2018 was Daido Life Insurance Company, an estimated $8.94M added.
  • The largest WisdomTree US MidCap Fund seller in Q2 2018 was Copperwynd Financial, an estimated $2.31M sold.

Based on aggregated 13F filings for Q2 2018.