WisdomTree US MidCap Fund
EZM
158 hedge funds and large institutions have $654M invested in WisdomTree US MidCap Fund in 2019 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 13 closing their positions.
169% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 13
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
14% more funds holding
Funds holding: 139 → 158 (+19)
6% more capital invested
Capital invested by funds: $617M → $654M (+$36.7M)
2.21% more ownership
Funds ownership: 54.88% → 57.09% (+2.2%)
25% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$83.9M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$5.8M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.2M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.19M |
| 5 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLIC
Daido Life Insurance Company
Osaka,
Japan
|
-$15.5M |
| 2 |
Morgan Stanley
New York
|
-$5.23M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.94M |
| 4 |
Goldman Sachs
New York
|
-$3.88M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.39M |
EZM Hedge Fund Activity: Q4 2019 in Review
158 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2019, worth a combined $654M — up 5.9% from $617M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new EZM positions and 13 closed out — a net gain of 22 holders — while 40 added to existing stakes and 53 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $83.9M. The largest seller was Daido Life Insurance Company, exiting entirely with an estimated $15.5M sold.
- 158 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2019, up from 139 in Q3 2019.
- Funds reported $654M of WisdomTree US MidCap Fund stock for Q4 2019, up 5.9% quarter-over-quarter.
- 35 funds opened new WisdomTree US MidCap Fund positions in Q4 2019 and 13 closed out, a net change of +22 holders.
- The largest WisdomTree US MidCap Fund buyer in Q4 2019 was Truist Financial, an estimated $83.9M added.
- The largest WisdomTree US MidCap Fund seller in Q4 2019 was Daido Life Insurance Company, an estimated $15.5M sold.
Based on aggregated 13F filings for Q4 2019.