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WisdomTree US MidCap Fund
EZM

120 hedge funds and large institutions have $573M invested in WisdomTree US MidCap Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 53 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 26

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

10% more capital invested

Capital invested by funds: $521M → $573M (+$52.1M)

0.46% more ownership

Funds ownership: 47.52% → 47.98% (+0.46%)

3% less funds holding

Funds holding: 124 → 120 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
120
Holders Change
-4
Holders Change %
-3.23%
% of All Funds
2.74%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
7
Increased
53
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3D Asset Management
Connecticut
+$13.7M
2
HWA
HCR Wealth Advisors
California
+$13.3M
3
PAG
Private Advisor Group
New Jersey
+$2.92M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.88M
5
AW
ACG Wealth
Georgia
+$2.84M

Top Sellers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
-$2.36M
2
CWM
Cornerstone Wealth Management
Missouri
-$2.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.45M
4
HT
Hefren-Tillotson
Pennsylvania
-$1.05M
5
SEI Investments
SEI Investments
Pennsylvania
-$960K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.98M +$275K +6,628 +7%
NFC
27
Northeast Financial Consultants
Connecticut
$3.97M +$250K +6,021 +7%
PAG
28
Private Advisor Group
New Jersey
$3.77M +$2.92M +70,419 +338%
AG
29
Advisor Group
Arizona
$3.68M +$925K +22,279 +33%
DC
30
Davenport & Co
Virginia
$3.56M +$652K +15,710 +22%
CWM
31
Capital Wealth Management
Rhode Island
$3.48M -$111K -2,681 -3%
CCA
32
Clearwater Capital Advisors
Illinois
$3.47M +$288K +6,941 +9%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.23M +$419K +10,081 +15%
FHA
34
Flagship Harbor Advisors
Massachusetts
$3.13M -$4.98K -120 -0.2%
BFG
35
Barber Financial Group
Kansas
$2.83M +$210K +5,058 +8%
AW
36
ACG Wealth
Georgia
$2.83M +$2.84M +68,406 New
CANC
37
Culbertson A N & Co
Virginia
$2.4M +$199K +4,800 +9%
CFD
38
Creative Financial Designs
Indiana
$2.28M +$54.3K +1,308 +2%
OWM
39
Orgel Wealth Management
Wisconsin
$2.06M +$201K +4,842 +11%
NA
40
NewEdge Advisors
Louisiana
$1.94M +$101K +2,432 +5%
FLI
41
Family Legacy Inc
South Carolina
$1.9M +$8.55K +206 +0.5%
SMFS
42
Squar Milner Financial Services
California
$1.62M -$151K -3,645 -9%
RCG
43
Ruggie Capital Group
Florida
$1.58M -$928K -22,353 -37%
SFG
44
StrategIQ Financial Group
Indiana
$1.53M -$7.52K -181 -0.5%
CWM
45
Cornerstone Wealth Management
Missouri
$1.35M -$2.3M -55,460 -52%
Stifel Financial
46
Stifel Financial
Missouri
$1.25M -$37.4K -900 -3%
GRP
47
Global Retirement Partners
California
$1.18M +$125K +3,000 +12%
CA
48
Cetera Advisors
Colorado
$1.18M +$209K +5,030 +21%
AI
49
Atria Investments
North Carolina
$1.01M +$178K +4,292 +21%
BTS
50
BB&T Securities
Virginia
$1M – – –
1
2
3 4 5

EZM Hedge Fund Activity: Q3 2018 in Review

120 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q3 2018, worth a combined $573M — up 10% from $521M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EZM and 7 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 53 added.

The largest buyer was 3D Asset Management, adding an estimated $13.7M. The largest seller was Centaurus Financial, cutting an estimated $2.36M.

  • 120 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q3 2018, down from 124 in Q2 2018.
  • Funds reported $573M of WisdomTree US MidCap Fund stock for Q3 2018, up 10% quarter-over-quarter.
  • 7 funds opened new WisdomTree US MidCap Fund positions in Q3 2018 and 10 closed out, a net change of -3 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q3 2018 was 3D Asset Management, an estimated $13.7M added.
  • The largest WisdomTree US MidCap Fund seller in Q3 2018 was Centaurus Financial, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2018.