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WisdomTree US MidCap Fund
EZM

129 hedge funds and large institutions have $382M invested in WisdomTree US MidCap Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

5% more capital invested

Capital invested by funds: $363M → $382M (+$18.5M)

0.41% more ownership

Funds ownership: 51.1% → 51.51% (+0.41%)

4% less funds holding

Funds holding: 134 → 129 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
129
Holders Change
-5
Holders Change %
-3.73%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
43
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IC
IEQ Capital
California
+$10.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$2.95M
3
GPWA
Great Point Wealth Advisors
Massachusetts
+$2.39M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.04M
5
Bank of America
Bank of America
North Carolina
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$10.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.48M
3
3LCM
3D/L Capital Management
Connecticut
-$2.23M
4
AW
ACG Wealth
Georgia
-$828K
5
APW
Aurora Private Wealth
New Jersey
-$574K
Name Holding Trade Value Shares
Change 		Change in
Stake
CANC
26
Culbertson A N & Co
Virginia
$2.62M -$15.9K -300 -0.6%
CFA
27
Carroll Financial Associates
North Carolina
$2.26M +$100K +1,894 +5%
RW
28
RVW Wealth
California
$2M -$88.5K -1,671 -5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2M +$1.64M +31,027 +438%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.87M +$237K +4,471 +14%
AWA
31
Arkadios Wealth Advisors
Georgia
$1.79M -$51.9K -979 -3%
IFAM
32
Institutional & Family Asset Management
Colorado
$1.58M +$1.01M +18,996 +170%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.52M -$5.72K -108 -0.4%
FHA
34
Flagship Harbor Advisors
Massachusetts
$1.51M – – –
IRC
35
Investors Research Corp
Georgia
$1.38M – – –
FTUS
36
Flow Traders U.S.
New York
$1.35M +$1.01M +18,975 +276%
RJA
37
Raymond James & Associates
Florida
$1.26M +$10.5K +198 +0.8%
Ameriprise
38
Ameriprise
Minnesota
$1.18M -$377K -7,125 -24%
Citadel Advisors
39
Citadel Advisors
Florida
$1.16M +$1.18M +22,192 New
OPW
40
Oxler Private Wealth
New York
$1.14M -$24.6K -465 -2%
SFG
41
StrategIQ Financial Group
Indiana
$1.11M -$10.5K -198 -0.9%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$1.1M – – –
IWM
43
IHT Wealth Management
Illinois
$1.1M +$358K +6,755 +47%
BFS
44
Bradley Foster & Sargent
Connecticut
$903K – – –
SF
45
Synovus Financial
Georgia
$841K +$222K +4,196 +35%
HFA
46
HC Financial Advisors
California
$810K -$23.6K -446 -3%
TRCT
47
Tower Research Capital (TRC)
New York
$806K +$689K +13,003 +544%
ADL
48
Asset Dedication LLC
California
$801K – – –
SWP
49
Stratos Wealth Partners
Ohio
$801K +$91.8K +1,734 +13%
TF
50
TIAA FSB
Florida
$795K – – –
1
2
3 4 5

EZM Hedge Fund Activity: Q2 2021 in Review

129 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2021, worth a combined $382M — up 5.1% from $363M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EZM and 13 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 43 added.

The largest buyer was IEQ Capital, opening a new position worth an estimated $10.1M. The largest seller was Truist Financial, cutting an estimated $10.7M.

  • 129 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2021, down from 134 in Q1 2021.
  • Funds reported $382M of WisdomTree US MidCap Fund stock for Q2 2021, up 5.1% quarter-over-quarter.
  • 13 funds opened new WisdomTree US MidCap Fund positions in Q2 2021 and 17 closed out, a net change of -4 holders.
  • The largest WisdomTree US MidCap Fund buyer in Q2 2021 was IEQ Capital, an estimated $10.1M added.
  • The largest WisdomTree US MidCap Fund seller in Q2 2021 was Truist Financial, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2021.