WisdomTree US MidCap Fund
EZM
54 hedge funds and large institutions have $222M invested in WisdomTree US MidCap Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 6 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 6
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
15% more funds holding
Funds holding: 47 → 54 (+7)
13% more capital invested
Capital invested by funds: $196M → $222M (+$25.4M)
0.25% more ownership
Funds ownership: 112.33% → 112.58% (+0.25%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$3.41M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$2.46M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.24M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.13M |
| 5 |
AIG
American International Group
New York
|
+$1.21M |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$2.1M |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$1M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$791K |
| 4 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
-$307K |
| 5 |
DG
Davidson & Garrard
Lynchburg,
Virginia
|
-$299K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VIA
51
Vantage Investment Advisors
State College,
Pennsylvania
| $7K | – | – | – |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $6K | +$6.14K | +207 | New |
|
|
TCOV
53
Trust Company of Vermont
Brattleboro,
Vermont
| $5K | – | – | – |
|
|
BC
54
Bartlett & Co
Cincinnati,
Ohio
| $5K | +$4.89K | +165 | New |
|
|
SCM
55
Sterneck Capital Management
Kansas City,
Missouri
| – | -$307K | -10,350 | Closed |
|
|
DG
56
Davidson & Garrard
Lynchburg,
Virginia
| – | -$299K | -10,080 | Closed |
|
57
Northern Trust
Chicago,
Illinois
| – | -$201K | -6,780 | Closed |
|
|
KCPG
58
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$86K | -2,928 | Closed |
|
59
Creative Planning
Overland Park,
Kansas
| – | -$57K | -1,920 | Closed |
|
|
TF
60
Trutina Financial
Bellevue,
Washington
| – | -$29K | -978 | Closed |
|
EZM Hedge Fund Activity: Q2 2014 in Review
54 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2014, worth a combined $222M — up 13% from $196M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EZM positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.41M. The largest seller was LPL Financial, cutting an estimated $2.1M.
- 54 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2014, up from 47 in Q1 2014.
- Funds reported $222M of WisdomTree US MidCap Fund stock for Q2 2014, up 13% quarter-over-quarter.
- 13 funds opened new WisdomTree US MidCap Fund positions in Q2 2014 and 6 closed out, a net change of +7 holders.
- The largest WisdomTree US MidCap Fund buyer in Q2 2014 was Morgan Stanley, an estimated $3.41M added.
- The largest WisdomTree US MidCap Fund seller in Q2 2014 was LPL Financial, an estimated $2.1M sold.
Based on aggregated 13F filings for Q2 2014.