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WisdomTree US MidCap Fund
EZM

132 hedge funds and large institutions have $608M invested in WisdomTree US MidCap Fund in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

22% more capital invested

Capital invested by funds: $496M → $608M (+$112M)

6% more funds holding

Funds holding: 125 → 132 (+7)

4% more ownership

Funds ownership: 51.38% → 55.38% (+4%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
132
Holders Change
+7
Holders Change %
+5.6%
% of All Funds
2.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
17
Increased
47
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SB
Suntrust Banks
Georgia
+$12.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.86M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.33M
4
Bank of America
Bank of America
North Carolina
+$1.67M
5
CA
Continuum Advisory
Idaho
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
HWA
HCR Wealth Advisors
California
-$12.4M
2
TA
TMD & Associates
Arizona
-$3.64M
3
LFG
LifePlan Financial Group
Ohio
-$1.86M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.52M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$4.07M -$650K -16,809 -14%
MWM
27
Marietta Wealth Management
Georgia
$4.05M -$286K -7,392 -7%
OWM
28
Orgel Wealth Management
Wisconsin
$3.89M +$432K +11,175 +13%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.69M +$284K +7,359 +9%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.33M +$98K +2,536 +3%
BFG
31
Barber Financial Group
Kansas
$3.11M +$212K +5,481 +7%
CWM
32
Capital Wealth Management
Rhode Island
$3M -$156K -4,031 -5%
AC
33
Avestar Capital
New York
$3M -$151K -3,910 -5%
AG
34
Advisor Group
Arizona
$2.71M -$695K -17,995 -21%
FHA
35
Flagship Harbor Advisors
Massachusetts
$2.52M -$420K -10,866 -15%
AW
36
ACG Wealth
Georgia
$2.52M -$112K -2,904 -4%
CANC
37
Culbertson A N & Co
Virginia
$2.38M +$70.1K +1,815 +3%
IDA
38
Intelligence Driven Advisers
California
$2.34M +$437K +11,305 +24%
CA
39
Continuum Advisory
Idaho
$2.06M +$1.19M +30,767 +148%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$2M +$165K +4,273 +9%
FLI
41
Family Legacy Inc
South Carolina
$1.97M +$33.6K +869 +2%
S
42
Surevest
California
$1.93M +$617K +15,973 +48%
NA
43
NewEdge Advisors
Louisiana
$1.76M +$33.1K +857 +2%
GIA
44
GHP Investment Advisors
Colorado
$1.62M +$1.13M +29,155 +241%
SIG
45
Sargent Investment Group
Maryland
$1.58M +$394K +10,200 +34%
SMFS
46
Squar Milner Financial Services
California
$1.56M +$8.89K +230 +0.6%
OC
47
Oppenheimer & Co
New York
$1.56M +$760K +19,670 +99%
LFG
48
LifePlan Financial Group
Ohio
$1.47M -$1.86M -48,138 -56%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$1.45M +$681K +17,624 +92%
Stifel Financial
50
Stifel Financial
Missouri
$1.4M +$255K +6,603 +23%
1
2
3 4 5

EZM Hedge Fund Activity: Q1 2019 in Review

132 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2019, worth a combined $608M — up 22% from $496M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EZM positions and 10 closed out — a net gain of 7 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Suntrust Banks, adding an estimated $12.1M. The largest seller was HCR Wealth Advisors, exiting entirely with an estimated $12.4M sold.

  • 132 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2019, up from 125 in Q4 2018.
  • Funds reported $608M of WisdomTree US MidCap Fund stock for Q1 2019, up 22% quarter-over-quarter.
  • 17 funds opened new WisdomTree US MidCap Fund positions in Q1 2019 and 10 closed out, a net change of +7 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q1 2019 was Suntrust Banks, an estimated $12.1M added.
  • The largest WisdomTree US MidCap Fund seller in Q1 2019 was HCR Wealth Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2019.